Small Business Accounting Software

The software integrates with bank accounts to update cash balances in real-time through secure, direct connections that allow continuous synchronization of transaction data. Each linked account transmits deposits, withdrawals, and transfers into the software without delay, ensuring that the cash ledger reflects current balances at all times. The system eliminates the need for manual entry by importing verified records directly from financial institutions. The process reduces the risk of duplicate entries, missed transactions, or outdated figures. One benefit includes immediate visibility into available funds, which supports timely decisions about payments, purchases, or short-term financing. Another advantage involves the automatic reconciliation of bank activity with internal records, which simplifies month-end closing and audit preparation. The platform displays updated balances across multiple accounts in a single dashboard, allowing users to monitor liquidity without switching between banking portals. Each integration supports accuracy, speed, and transparency in daily cash management.

The Features for Tracking Cash Payments and Receipts Directly are listed below.

• Linked Bank Feed Imports: A direct connection to financial institutions and imports cash transactions without manual entry, allowing immediate visibility into payments and receipts.
• Tagged Transaction Entries: Each payment or receipt receives a category label (rent, sales, or utilities), which supports accurate reporting and simplifies expense tracking.
• Real-Time Ledger Updates: Every incoming or outgoing cash transaction updates the ledger instantly, maintaining a current view of available funds and recent activity.
• Receipt Attachment Functionality: Users upload digital copies of receipts and payment confirmations, linking each document to its corresponding transaction for audit and reference.
• Cash Flow Timeline View: The platform displays payments and receipts along a chronological timeline, helping users identify patterns and monitor daily liquidity.
• Searchable Transaction History: A built-in search tool filters cash entries by date, amount, or vendor, making it easier to locate specific payments or receipts during reviews.
• Reconciliation Support: Each cash transaction aligns with bank records through automated matching, reducing discrepancies and supporting accurate financial statements.

The software handles multi-currency cash flows if you deal with international transactions by tracking, converting, and reporting international transactions in real time through integrated exchange rate data and bank connectivity. The process guarantees that cash balances reflect accurate values across the accounts, regardless of origin. The system records the original currency, converted amount, and rate applied, allowing full transparency for audits and financial reviews. One benefit includes the ability to monitor cash positions across multiple countries without maintaining separate ledgers. Another benefit involves reducing manual calculation errors when reconciling international payments or receipts. The platform supports multiple currencies within a single dashboard, allowing businesses to view consolidated cash flow while preserving local currency details. Each feature promotes compliance with international accounting standards and simplifies reporting for companies operating across borders. The structure allows seamless integration of global transactions into daily cash management without disrupting local workflows.

Yes, the software can categorize cash transactions easily for better analysis. The platform tracks and manages unpaid invoices and bills through automated reminders, aging reports, and real-time status updates. Each invoice receives a due date and payment status, allowing businesses to monitor outstanding amounts without manual follow-up. The system displays overdue bills in a dedicated dashboard, which supports timely action and reduces the risk of missed collections. Prioritizing follow-ups by invoice age or amount to improve recovery, linking payments to invoices for easier reconciliation, and generating reports on late payments to help businesses adjust terms are its benefits. The features support a structured cash collection process, enhancing liquidity and reducing admin work. The accounting software’s design helps small businesses track invoices effectively, aligned with daily financial tasks.

Yes, software can track and manage unpaid invoices and bills to optimize cash collection. Each invoice receives a status label such as pending, overdue, or paid, which allows businesses to monitor receivables without manual sorting. The system displays outstanding bills in a centralized view, helping users identify delays and prioritize follow-ups. Generating aging reports that group unpaid invoices by age (30, 60, or 90 days past due) is one of the benefits. Automated reminders to clients reduce outreach and boost collections. The platform links payments to invoices, simplifying reconciliation. Each feature promotes steady cash flow and less admin work. The software’s structure streamlines small business invoice tracking, keeping it clear, organized, and aligned with daily finances.

Yes, the software offers a dedicated cash flow dashboard and reporting, which are suitable for small business financial tracking. Each report displays categorized inflows and outflows across connected accounts, allowing businesses to monitor liquidity without manual compilation. The dashboard presents real-time updates sourced directly from bank feeds, which support accurate decision-making and reduce reliance on spreadsheets. Viewing historical trends and forecasting cash positions based on transaction patterns is one of the benefits. Filters help sort data by date, category, or account, simplifying the isolation of cash activities. The platform produces structured reports (income statements, balance sheets, and cash flow summaries) for clarity and audit readiness. It promotes transparency by tracking, visualizing, and reporting cash flow in one interface.

Yes, it offers alerts or reminders for upcoming cash payments or receivables. The software provides alerts and reminders for upcoming payments and receivables via its scheduling and notification system. Transactions with due dates trigger prompts on the dashboard or through communication channels, supporting timely action and reducing missed payments or delays. It helps monitor cash obligations without manual tracking and maintains cash flow by anticipating incoming funds and expenses. Reminders are shown in a calendar view, with details (amount, vendor, and category), aiding decision-making. The app's notifications enable a proactive, clear, and precise cash management environment.

Yes, there is a feature to differentiate between operating, investing, and financing cash flows. The software’s structure supports small business workflows by organizing cash movement into meaningful categories that reflect real-world financial decisions. Each transaction is labeled by its type (sales revenue, asset purchases, or loan repayments). The classification aids in accurate financial analysis and standard accounting. It allows the creation of cash flow statements reflecting activity across categories. Tracking the impact of capital expenditures or financing decisions without merging them into daily operational data is another benefit. The platform displays segmented cash flows in visual summaries, allowing businesses to assess liquidity sources and uses with clarity. Each report supports compliance with financial reporting standards and simplifies internal reviews.

Yes, software can generate a statement of cash flows automatically. The software compiles the categorized transaction data from connected accounts and internal ledgers. Each entry receives a classification under operating, investing, or financing activity, which supports accurate reporting aligned with standard accounting formats. The system calculates net cash movement across each category and presents the results in a structured report without requiring manual input. Monitoring liquidity trends over time (cash generated from operations or used for asset purchases) is one of the benefits. Simplifying financial reviews and tax preparation by maintaining consistent documentation is another advantage. The report includes beginning and ending cash balances, along with detailed breakdowns of inflows and outflows. Each feature contributes to a transparent financial environment where cash activity is tracked, summarized, and presented in a format suitable for internal analysis or external reporting. It supports small business workflows by making financial statements accessible, accurate, and easy to interpret.

Yes, it is possible to run “what-if” scenarios for cash flow projections. The software supports the cash flow by applying predictive analytics to historical financial data. Each scenario models a potential change in income, expenses, or payment timing, allowing businesses to test outcomes without altering actual records. The system uses machine learning to simulate future inflows and outflows based on user-defined variables (delayed receivables, increased payroll, or seasonal sales shifts). Identifying liquidity gaps before they occur supports better planning for short-term financing or cost adjustments. Comparing multiple projections side by side (best-case and worst-case outcomes) to evaluate risk exposure is another benefit. Each scenario receives a label and timestamp, allowing teams to revisit or revise assumptions as conditions evolve. The software supports strategic decision-making by transforming raw data into forward-looking insights that reflect real-world business dynamics.

The monthly subscription costs $10.99 and $30 for different plans, with tiered pricing based on feature access and business size. Each plan includes core accounting functions (automated transaction categorisation, real-time bank syncing via Plaid, and cash-flow reporting). Higher-tier plans add the AI accountant chat, transaction export, and the full set of accounting reports (Income Statement, Balance Sheet, Cash Flow Statement). The entry-level plan provides essential bookkeeping for freelancers or sole proprietors. Premium plans support businesses connecting to 12,000+ US institutions via Plaid. The pricing structure reflects the depth of automation and reporting available at each level. Each subscription tier supports cloud-based access and secure data storage. Pricing suits small businesses with scalable options matching their complexity and reporting needs.

The costs associated with add-ons and integrations involve separate costs based on service type, usage volume, and verification level. Payment processing includes tiered access based on verification status, with higher levels unlocking expanded transaction limits and premium support features. Payroll integration connects with external platforms and involves subscription fees depending on the provider’s automation level, compliance features, and reporting tools. Integration with business systems (inventory, CRM, or HR platforms) supports automated data flow but requires setup fees or monthly charges depending on the number of connected services. Verified payment integration reduces manual entry and speeds up reconciliation. Payroll integration automates tax calculations and compliance, easing administrative tasks. Each add-on contributes to a more connected financial environment, but pricing varies by provider, volume, and business scale.

The price compares to similar accounting software solutions in the market by offering a lower entry price. The base subscription starts at $10.99 per month, which includes automated bookkeeping, real-time bank syncing, and categorized transaction tracking. Competing platforms present higher starting rates, ranging from $25 to $50 monthly for comparable features. The accounting software maintains a streamlined design and automated setup, reducing administrative overhead and improving usability for small business teams. Each subscription tier reflects a balance between affordability and functionality, making it a competitive choice for businesses seeking cost-effective financial management tools.

The value proposition at different price points for accounting software is aligned with business scale and operational needs. The entry-level plan at $10.99 per month includes automated bank syncing, advanced transaction tracking, and basic financial reports, which support freelancers and sole proprietors managing straightforward cash flows. Mid-tier plans introduce predictive analytics, multi-currency support, and invoice tracking, which benefit small teams handling international transactions or recurring receivables. Higher-tier subscriptions offer integration with payroll systems, inventory platforms, and CRM tools, which suit businesses requiring consolidated financial oversight. Each price point balances automation, reporting depth, and integration flexibility, making the accounting software adaptable to different business models and growth stages.

The difference in pricing for small businesses versus larger enterprises includes rates and plan benefits. The accounting software applies a tiered pricing structure that reflects the operational scale and feature requirements of different business sizes. Small businesses pay a lower monthly rate starting at $10.99. Larger enterprises access higher-tier plans with expanded features (multi-user access, predictive cash flow modeling, and integration with payroll, CRM, and inventory systems). The number of connected accounts and users is one of the pricing factors, which increases with organizational complexity. The volume of transactions processed monthly affects system load and support needs, which is another factor. Premium plans for enterprises include advanced analytics, audit-ready reporting, and dedicated onboarding support. The pricing level aligns with the depth of automation, integration, and reporting required by the business, offering a scalable solution that adjusts to growth and operational demands.

The pricing model scales are adjusted based on transaction volume and the number of clients. Each subscription tier reflects the level of activity processed monthly, with higher subscription plans supporting larger datasets and broader client portfolios. Cost factors (number of bank connections and synced accounts), rising with business complexity, and the frequency of invoicing, payment tracking, and reconciliation, which demand more system resources at scale. Businesses managing hundreds of transactions or serving multiple clients have access to advanced features (predictive analytics, multi-user access, and integration with external platforms). Each pricing level supports a distinct operational profile, from freelancers handling basic bookkeeping to enterprises managing cross-border financial operations. The accounting software structure supports growth by aligning costs with usage, making financial management tools accessible across different business sizes.

Yes, there are industry-specific pricing tiers, such as for construction or retail, which reflect the distinct financial workflows and reporting needs of each domain. Construction-focused plans include tools for job costing, project-based billing, and budget tracking across multiple sites, which support contractors managing fluctuating timelines and material expenses. Retail-oriented tiers prioritize inventory integration, point-of-sale reconciliation, and multi-location cash flow tracking, which benefit businesses handling frequent transactions and stock movement. Pricing depends on the complexity of financial operations (managing payroll or vendor networks). It considers the volume of project entries or receipts processed monthly, affecting system load and support. Each tier aligns with the operational structure, offering targeted features without requiring manual customization. The accounting software pricing model supports sector-specific workflows by delivering relevant tools at rates that reflect business scale and financial activity.

There is no cost of cancelling a subscription for accounting software. The accounting software allows users to terminate their subscription without incurring additional charges or penalties. Each account remains active until the end of the current billing cycle, after which access to premium features is discontinued. It offers financial flexibility for businesses, adjusting service levels for seasonal operations or project completion, and ensures transparent billing with no hidden fees during cancellation. The process involves accessing the subscription dashboard and selecting the cancellation option, which confirms the end date and disables auto-renewal. Each cancellation request receives a confirmation message, ensuring that billing stops without delay or dispute. The policy supports small business workflows by allowing service adjustments without financial risk or administrative burden.

There are no hidden fees or additional charges not listed upfront. Each subscription tier displays pricing details before activation, including access to core features (bank syncing, transaction categorization, and financial reporting). Add-ons (payroll integration or payment processing) follow separate pricing structures, each disclosed during setup or verification. The model offers predictable billing for easy budgeting and transparent documentation of service terms, renewals, and cancellations. Each charge reflects a defined service or feature, with no concealed costs tied to usage volume or account activity. The pricing structure of accounting software supports small business workflows by maintaining financial clarity across all subscription levels.

There is a strictly subscription-based service for accounting software. Each plan has a recurring billing cycle with pricing tiers based on feature access, transaction volume, and business size. The subscription model guarantees ongoing access to updates for compliance. It includes cloud storage and automated syncing, reducing manual backups and installs. Higher-tier plans offer extra tools (predictive cash flow modeling, multi-user access, and platform integration). Each subscription reflects a service-based approach, allowing flexible adjustments without long-term licensing commitments. The pricing structure of accounting software supports small business operations by aligning cost with usage and maintaining consistent access to essential financial tools.

Yes, the software offers a free trial period for 30 days. Each trial account includes access to core features (automated transaction categorization, real-time bank syncing, and instant financial reporting). The trial setup requires account registration and verification, after which the dashboard activates full access to reporting tools and bookkeeping automation. Each trial account receives support documentation and access to help center resources, which assist with setup and feature exploration. The accounting software trial structure supports informed decision-making by allowing businesses to assess functionality before selecting a subscription tier.

Yes, there is a freemium or free version available for basic accounting needs. Each free account includes access to essential tools such as automated transaction categorization, real-time bank syncing, and basic financial reporting. The freemium version excludes advanced features (predictive analytics, payroll integration, and multi-user access), which remain available under subscription plans. Each free account supports mobile access and cloud-based data storage, allowing consistent tracking of income and expenses. The accounting software’s freemium structure supports early-stage businesses by offering foundational tools without financial commitment.

Yes, there are extra fees for additional users or accountant access under the subscription-based accounting software. Each pricing tier includes a base allocation of user accounts, with expanded access available through upgraded plans or add-on purchases. Businesses managing collaborative workflows benefit from role-based dashboards, shared document views, and secure login credentials, which support distributed financial oversight. Each added user increases system load and support requirements, which is reflected in the pricing structure. The accounting software model supports scalable operations by aligning fees with user count and access complexity.

Yes, the software does offer discounts for annual subscriptions or long-term commitments. Customers who choose longer subscription plans benefit from reduced rates compared to monthly billing. The discounts provide financial incentives for users to commit to a year or more of service, ensuring cost savings over time.

For example, annual subscriptions offer up to a 20% discount, depending on the software's pricing model. Software providers offer additional perks for long-term commitments (extra features or priority customer support). The discounts encourage users to commit to the service for a longer period, helping them save while securing continued access to the software. Subscribing to an annual plan or making a long-term commitment is more economical for users while promoting sustained engagement with the service.

Yes, some software providers offer pricing plans specifically for sole traders or self-employed individuals. The plans meet the unique needs of individuals running their own businesses. Its pricing structure includes reduced rates or features tailored for solo operations.

For instance, sole traders have access to simplified versions of the software, with the essential tools needed to manage their business at a lower cost. The plans are affordable than plans aimed at larger businesses, making them more accessible for self-employed users. Providers offer flexible billing options (monthly or quarterly payments) to suit the self-employed individual's cash flow better.

The plans include key features (invoicing, time tracking, and basic reporting), which are ideal for the day-to-day operations of self-employed professionals. Software providers cater to the growing market of freelancers and independent contractors by offering pricing options (Freelancer Plans, Solo User Subscriptions, and annual discounts) for sole traders.

The level of customization available for invoices and estimates varies depending on the software or platform used. Platforms offer basic customization options, allowing users to adjust the layout, logos, and contact information on invoices and estimates. Fields (item descriptions, quantities, and pricing) are easily modified to match specific needs.

Software options provide advanced customization features, enabling users to create personalized templates with unique designs, fonts, and colors. Users set default terms and conditions, add custom fields, or even integrate additional elements (discounts, taxes, and payment instructions).

The customization capabilities ensure that invoices and estimates align with a company’s branding and operational requirements. Businesses present a professional image and improve client communication by allowing tailored formats. Customizable invoices and estimates increase efficiency and reduce errors, leading to smoother financial processes.

The Audit trail capabilities for tracking changes to transactions are essential for maintaining transparency and accountability in financial systems. Software provides detailed logs that record every change made to a transaction (additions, deletions, and modifications). The logs capture key information (the date, time, and user who made the change).

Platforms offer the ability to view the history of each transaction, allowing businesses to track exactly what was modified. Changes are highlighted, showing the original and updated values, helping auditors and managers spot any discrepancies or unauthorized alterations. Systems include features like user-specific permissions that restrict who is able to modify or approve transactions.

Advanced audit trails offer automated notifications whenever a significant change occurs, ensuring that any important adjustments are quickly identified. The tools provide businesses with the ability to monitor transaction integrity, enforce accountability, and support compliance with legal and regulatory standards. An audit trail simplifies the process of investigating discrepancies or disputes, ensuring that a clear and accurate record is available at all times.

The available user access controls and permissions manage the level of access and actions users perform within a system. The controls determine what resources users view, edit, or delete. Permissions are assigned based on roles, ensuring individuals have access only to the areas relevant to their duties. For instance, administrators have full access, while regular users have limited read-only access. Different access levels help prevent unauthorized actions and maintain data security. For example, in a content management system, editors have permission to publish articles, while contributors only write drafts. Access controls are enforced using various methods, including role-based access control (RBAC) or attribute-based access control (ABAC).

Customer support is available through multiple channels, including live chat, phone support, and a comprehensive knowledge base. Live chat provides immediate assistance, allowing users to resolve issues quickly during business hours. Phone support offers direct communication for more complex inquiries or urgent matters. The knowledge base serves as a self-help resource, providing articles, tutorials, and Frequently Asked Questions (FAQs) for common questions. Each option ensures customers have access to the appropriate help based on their preference and the nature of the issue. For instance, urgent problems are resolved faster via phone support, while general queries are handled through the knowledge base.

Importing data from other systems or spreadsheets is straightforward. Platforms offer built-in import features that support various file formats. Users map fields between the existing data and the target system, ensuring proper alignment of information. A system provides integration tools that automatically sync data from other software, reducing manual effort. For example, importing data involves selecting the file, mapping columns, and clicking an import button. The tools aim to streamline the process and minimize errors.

Yes, the software provides customizable dashboards for quick financial overviews. Users modify the layout, selecting the key financial metrics they wish to track. The dashboards allow for real-time data visualization, providing instant access to vital information (revenue, expenses, and profit margins). The ability to drag and drop widgets ensures that users arrange the dashboard to suit their preferences. For instance, users prioritize cash flow data or display profit trends. Customizable dashboards enable users to focus on the most relevant financial indicators for their specific needs.

Expense tracking is automated through bank-feed sync and configurable categorisation rules today. Mobile receipt-capture OCR is rolling out next as part of the bookkeeping automation roadmap. The platform's OCR is in production for bank-statement PDF import, when you don't have a CSV, you can hand it a statement and the AI-assisted preview maps transactions, vendors, and categories before you commit. Receipts attached to specific transactions and a mobile snap-and-go capture flow are part of the next rollout, framed in the spirit of Dext.

The financial reports that can be generated today are Income Statement (Profit and Loss), Balance Sheet, and Cash Flow Statement. The reports provide detailed insights into a company's financial performance and position. The Income Statement (P&L) shows revenue, expenses, and profit over a specific period. The Balance Sheet presents assets, liabilities, and equity, offering a snapshot of the company's financial standing. The Cash Flow Statement tracks operating, investing, and financing cash movement. Trial Balance and additional report types are on the near-term roadmap. Each report is filterable by linked accounts and date range, aiding in thorough financial analysis. For example, a user generates a monthly P&L to track income and expenses, or produces a quarterly balance sheet for a financial overview.

The software handles bank reconciliation by automatically importing bank transactions and matching them with entries in the accounting system. The software compares the amounts, dates, and descriptions to identify potential matches. Any discrepancies are flagged for review, allowing users to resolve them before finalizing the reconciliation. For automatic transaction matching, the software uses machine learning algorithms to match deposits and withdrawals to their corresponding records, reducing manual entry. For instance, the software automatically matches it to the corresponding expense record if a payment is made to a vendor. The process streamlines financial management and ensures accuracy in reporting.

The tools for budgeting and forecasting include customizable budget templates and financial projection models. The tools enable users to set specific targets, track expenses, and adjust for variations in revenue or costs. Its budgeting tool allows for detailed budgets by department, project, or time period. Forecasting capabilities use historical data to predict future financial outcomes, aiding in long-term planning. Multiple forecasting scenarios are created, adjusting variables to assess the impact of different factors on financial performance. For example, a 10% increase in revenue is analyzed to determine its effect on cash flow and profit margins.

Automated recurring invoices and billing cycles are coming soon, invoicing is rolling out as part of the next product wave. In the meantime, the platform automates the categorisation side of recurring billing through configurable transaction rules: identical recurring vendor charges land in the right category every time, and the duplicate detector flags transfers between your linked accounts so a recurring charge doesn't get double-counted. Once invoicing ships, the system will support customisable billing cycles (weekly, monthly, quarterly, or annually) with automated reminders.

Accounts payable and accounts receivable workflows are tied to bills and invoicing, both of which are rolling out next. Today the platform tracks vendor and customer activity through categorised bank-feed transactions, and the duplicate detector watches for transfers between your own linked accounts so payments don't get double-counted. When the dedicated AP/AR workflows ship, payments will match automatically with outstanding invoices and the system will surface aging reports and reminders.

The security measures in place to protect financial data are encryption, multi-factor authentication (MFA), and regular security audits. Encryption secures sensitive information both in transit and at rest, preventing unauthorized access. MFA adds an extra layer of protection by requiring multiple forms of verification to access accounts. Regular security audits identify and address vulnerabilities to keep the system secure. Role-based access controls limit data exposure, ensuring that only authorized users view financial information. For example, financial data such as payment details is encrypted, reducing the risk of data breaches. Real-time monitoring detects any suspicious activity, helping to prevent unauthorized access. The measures work together to ensure financial data is securely protected.

Yes, the software supports multi-currency transactions across USD, EUR, GBP, and CAD today. Transactions in any of those reconcile cleanly into your reporting currency, with FX rates refreshed daily through the forex service. The system records the original currency, the converted amount, and the rate applied, keeping historical conversions stable at month-end. Support for additional currencies is on the roadmap; if you operate primarily in a currency outside that set, we'll be honest upfront about whether it'll fit your workflow today.

Native integrations today are bank feeds via Plaid (12,000+ US institutions) plus CSV import (with AI-assisted column mapping when your statement is a PDF) for everything else. CRM, e-commerce, and payment-gateway integrations are on the roadmap. In the meantime, the public API and CSV import cover most workflows for businesses syncing data from external systems.

Project accounting and job costing are best supported today through the categorisation and rules engine, you can route specific vendors, amounts, or transaction names into project-level categories, then filter reports by category and date range. Dedicated project-level dashboards with built-in cost-vs-budget tracking are on the roadmap. Construction and agency teams typically combine the rules engine with category-level filtering to monitor project profitability in real time.

Fortune App is cash-basis today, income and expenses are recognised when they appear in your bank-feed transactions, which fits sole proprietors, freelancers, and most small businesses with simple financial structures. Accrual-basis accounting (recognising income and expenses when they are earned or incurred, regardless of when cash is exchanged) is on the near-term roadmap for larger businesses with more complex financial activities. In the meantime, accountants needing accrual-style adjustments can hand-tag transactions through the categorisation rules engine and reconcile through their own ledger.

Payroll tax calculations and deductions for employees are handled by your payroll provider today, payroll integrations are on the near-term roadmap so the platform can ingest those records directly. In the meantime, wage and payroll-related transactions land through the bank feeds and get categorised by the rules engine, keeping your books accurate while filing and tax calculations stay with your payroll provider.

Dedicated employee-payroll record management is coming soon as part of the payroll integration rollout. Today payroll-related transactions sync from your linked bank accounts and can be categorised by the rules engine for clean reporting; once payroll ships, the platform will pull employee records, salary, benefits, and time-off directly from supported providers.

Fortune App handles year-end by automatically generating the financial reports your accountant needs at close. The app compiles bank-feed transactions and categorised activity to produce an Income Statement (P&L), Balance Sheet, and Cash Flow Statement for any date range, ready to hand off. It also surfaces categorised tax-expense breakdowns to share with your tax professional, actual tax filing stays with them. Fortune App reduces the manual effort of year-end close and keeps your books filing-ready by automating categorisation and duplicate detection across linked accounts.

Dedicated inventory management is not part of the platform today and is not on the immediate roadmap. Businesses selling products typically pair the platform with a dedicated inventory or commerce tool and import the resulting payouts and expenses through the bank feeds or CSV import. The categorisation rules engine then keeps inventory-related cost-of-goods entries in the right reporting bucket.

Yes, there is a mobile app for on-the-go access. From the phone you can categorise transactions, reconcile balances, and review your books, the core daily flows are all there. Receipt capture and on-device expense entry are part of the next mobile rollout. Some of the heavier reporting is still nicer on desktop simply because big tables want big screens.

Yes, there is a built-in chart of accounts that can be customized, and it allows users to modify account categories to fit specific business needs. The chart is expanded, edited, or reorganized by adding or removing accounts as necessary. Users tailor account names and categories to match their financial reporting requirements. For example, unique accounts are created for different departments, projects, or revenue streams. The customization ensures the software meets the specific accounting structure of any business.