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 Balance Sheet shows your company’s financial position at a point in time.
Sections
- Assets: cash, accounts receivable, etc.
- Liabilities: accounts payable, taxes payable, etc.
- Equity: retained earnings / owner’s equity.
Core invariant
Assets = Liabilities + Equity
If this does not hold, posting or account setup is broken.
Screenshots
Screenshot
Placeholder image - replace with a real screenshot in a launch polishing pass.