Browse
Getting Started
Roles & Permissions
Time Tracking
Invoices & Payments
Estimate Form Wizard
Accounting Engine
Accounts Receivable
Client Credits
A/R Aging
Collections
Statements
Report Interpretation
Profit & Loss
Balance Sheet
Trial Balance
A/P Aging
Storage & Files
Billing & Subscriptions
Real Estate Plan
RE Settlements Workflow
RE Commission Splits
RE Reporting
RE Follow-ups & Pipeline
RE Access Controls
Ops Console
Production Runbook
FAQ
The accounting engine powers your books: chart of accounts, journal entries, and financial reports. Invoices, payments, and expenses post journal entries automatically.
Permissions
Accounting features are restricted to Manager+ by default. Admin/Owner manage the Chart of Accounts and advanced settings.
What’s included
- Chart of Accounts per company (seeded defaults).
- Journal entries + journal lines with idempotent posting.
- Financial statements: Profit & Loss, Balance Sheet, Trial Balance, General Ledger.
- Operational reports: Accounts Aging, Revenue by Client.
Typical workflow
- Create invoices / record payments / enter expenses → the system posts matching journal entries automatically.
- Review the General Ledger and Trial Balance to validate postings.
- Run Profit & Loss and Balance Sheet for reporting periods.
- Use Ops Console → Launch checks to validate accounting readiness.
Screenshots
Accounting overview
Chart of Accounts
Journal entries
Reports index
General Ledger detail
Profit & Loss
Balance Sheet
Trial Balance
