One place for all your clients' books
Work every client's books from one sign-in, with a pro view for you and plain words for your clients. $10 a month per book. First 7 days free. No card to start. People you add are free.
Type your email. We send you a link to pick your password.
Made for the way you work
Every client, one sign-in
Move from book to book from one list. Each book is its own set of books.
Your client sees what you pick
For each person on each book, choose the pages they see and whether they may look, suggest or change.
Ask the client about a row
Ask a question on a bank row. The client answers in the app, and you see it on the Questions page.
Approve before it goes in
When the book's owner switches on approval, rows sorted by people who may only suggest wait for you before they go into the books.
Month end
Reconcile each bank, run your checks, and close the month so nothing changes behind you.
Pro view
Account numbers, debits and credits for you. Plain words for the client, on the same books.
With or without QuickBooks
Your clients' QuickBooks
Connect a client's QuickBooks Online company. Sort bank rows here and send them into QuickBooks.
Or full books here
Invoices, bills, a trial balance, a balance sheet and a general ledger, for clients who do not use QuickBooks.
Questions
How does billing work for a bookkeeper?
$10 a month per book. First 7 days free. No card to start. People you add are free. Each book is paid on its own.
Can my client see only some pages?
Yes. You pick the pages for each person on each book, and whether they may look, suggest or change.
Can my staff work on client books?
Yes. Add them to the books they work on. Set them to suggest. The book's owner can switch on approval (on a client book you made, you can). Then what staff sort waits for someone who may change the books.
Does it work with QuickBooks Online?
Yes. Connect a client's QuickBooks Online company, or keep full books without QuickBooks.
$10 a month per book. First 7 days free. No card to start. People you add are free.