Double-entry bookkeeping · from regular price $29 launch price $9/mo
Books that balance, to the cent.
Upload your bank statement, sort every line into the right account, reconcile it to the bank, and print a real Income Statement and Balance Sheet, for any date range.
- $0 today
- Card required
- Cancel anytime
- 08/02Northside Office SupplyOffice Supplies(48.20)
- 08/05Card sales payoutSales1,240.00
- 08/09Bayline InternetUtilities(89.99)
- 08/14Payroll · Aug 1–15Wages(2,310.00)
- 08/28Client ACH · Hale & CoSales3,450.00
- Statement ending balance
- 8,631.81
- Cleared balance
- 8,631.81
- Difference ✓ Reconciled
- 0.00
Sample data
How it works
From bank statement to balance sheet. Four steps, every month.
01 · Import
Upload your statement.
Bring in a CSV from any bank or credit card. Duplicates and overlapping dates are flagged before anything posts.
- august-statement.csv
- 31 rows
- Possible duplicates
- 0
- Ready to post
- 31 ✓
02 · Categorize
Sort every line.
Pick an account for each line, or write payee rules once and let them do it. Anything unsorted waits in Suspense.
- Bayline Internet
- → Utilities
- Northside Office Supply
- → Office Supplies
- Payroll · Aug 1–15
- → Wages
03 · Reconcile
Match it to the bank.
Tick lines off against your statement until the difference is $0.00. Change a closed month later and it's flagged to re-check.
- Statement ending
- 8,631.81
- Cleared
- 8,631.81
- Difference
- 0.00 ✓
04 · Report
Print the real thing.
Income Statement, Balance Sheet, Cash Flow and General Ledger for any dates. Export to PDF or CSV.
- Net income · Jan–Aug
- 9,364.48
- Exports
- PDF · CSV
Reports
Statements your accountant will read. Built from the journal, every time.
- Income Statementany date range
- Balance Sheetas of any date
- Cash Flow Statementany date range
- General Ledger & Trial Balanceclick through to entries
| Income | |
| Sales | 48,200.00 |
| Other income | 350.00 |
| Total income | 48,550.00 |
| Cost of goods sold | (12,400.00) |
| Gross profit | 36,150.00 |
| Expenses | |
| Wages | 18,480.00 |
| Rent | 7,200.00 |
| Utilities | 719.92 |
| Office supplies | 385.60 |
| Total expenses | 26,785.52 |
| Net income | 9,364.48 |
Sample data
Built like a ledger
No testimonials yet. Here's how it keeps your numbers honest instead.
An entry can't be saved unless it balances to the cent. It isn't a warning; it simply won't post.
Money is stored as whole cents, never rounded decimals, so totals never drift by a penny.
Every report is added up from journal lines at the moment you run it, never from a stored balance that could go stale.
What's in the books
Everything month-end asks for. Nothing you'll never use.
| Feature | What it does |
|---|---|
| Adjusting & recurring entries | Accruals, depreciation and monthly journals, including auto-reversing accruals.Professional+ |
| Payee rules | “Anything from Bayline Internet goes to Utilities.” Written once, applied to every import.Professional+ |
| Receipts | Attach a photo or PDF to any transaction. |
| Fixed assets | Track equipment and post its depreciation. |
| Team & roles | Owner, admin, member or view-only access, per business.Unlimited users on Professional+ |
| Security | Two-factor sign-in. Every business's books are walled off from every other at the database level. |
| Activity log | Who changed what, and when.Professional+ |
For bookkeepers & firms
Keep books for clients? One login, every client, one bill.
Pricing
Priced by how many books you keep. Every plan starts with 30 days free.
Starter
One business, the essentials.
- Bank import & categorization
- Chart of accounts
- Reconciliation
- Manual journal entries
- Income Statement + Balance Sheet
- Receipts
- 2 users
Professional
RecommendedUp to five businesses, the full workflow.
- Everything in Starter
- Recurring entries
- Payee rules
- Adjusting entries & close-the-books
- General Ledger export
- Activity log
- Unlimited users with roles
Firm
Up to 25 businesses, centralized billing.
- Everything in Professional
- Across every business
- Roster / staff scoping
- Centralized billing — one card, all clients
- Priority support
Questions
Before you start.
Why do you need a card for a free trial?
So your books don't stop on day 31. Nothing is charged today. Cancel before the trial ends and you're never charged; otherwise your plan starts on day 30.
Which banks work?
Any bank or credit card that lets you download a CSV statement, which is nearly all of them.
Can my accountant get in?
Yes. Invite them with the role you choose, including view-only.
How do I cancel?
Billing → Manage billing → Cancel. You keep access until the end of the period you've paid for.