Features

Easy Accounting

1. 

   Bank Reconciliation

   Upload transactions and create accurate accounts faster without needing to key in expenditure data

2. 

   Recurring Transactions

   Quick match up to 90% of your income transactions each month in a single click! Do the same for outgoing direct debits

3. 

   Payment Processors

   Import and efficiently reconcile income collected via Stripe, GoCardless, Zettle, SumUp, Stewardship, PGS + more

4. 

   Auto-Accruals

   Choose between auto-accruals and adding manual accruals yourself

5. 

   Invoicing

   Create and send customer invoices. Track outstanding invoices and send invoice reminders. Accept card payments

6. 

   Fixed Assets

   Capitalise purchases, and manage assets and depreciation via the easy-to-use inbuild asset register

7. 

   Investments

   Set up and track each of your different investments, adding gains and losses as they occur

8. 

   Loans

   Track loans and mortgages and record capital repayments and interest

9. 

   Petty Cash

   Enter petty cash transactions digitally, avoiding the need to track these on paper and key in data at month end

10. 

    Bank Deposits

    Easily and accurately record cash and cheques as these are deposited into your bank

11. 

    Task Management

    Create monthly finance tasks, assign tasks to different individuals within your team, and keep track of progress

12. 

    Transfers & Adjustments

    Add transfers between funds and between categories, in addition to other manual adjustments

13. 

    Bank Feeds

    COMING SOON: Automated bank feeds will remove the need to upload bank statement transactions

14. 

    Payroll Import

    Upload payroll data and create salary payments without the need for complicated manual payroll journals

15. 

    Year End Lock

    Once accounts have been created, lock the financial year to prevent any changes