Everything you need to manage your business finances
Accounting, invoicing, reporting, and client portals — built to grow with your business. Use the cloud or self-host for full control. Trusted features for freelancers, agencies, and small businesses.
Bank Accounts
Unlimited bank & cash accounts, deposits, transfers and full reconciliation.
Open Source
Install on your servers or extend with apps — total control over your financial data.
Apps & Extensions
Plugin marketplace for payment gateways, payroll, inventory, integrations and more.
Some of the great features
Bank Accounts
Create unlimited bank & cash accounts and keep balances accurate.
Create unlimited bank and cash accounts with opening balances, scheduled deposits, and full reconciliation tools. Track every deposit, transfer and adjustment; reconcile statements quickly using bulk import or manual matching. Use account notes and attachments to keep receipts and reference documents tied directly to transactions.
Multi Company
Manage several companies from a single admin panel.
Operate multiple businesses under the same admin. Switch contexts quickly and assign staff or accountants to specific companies with fine-grained role permissions. Consolidated reports help you compare subsidiaries while maintaining separate charts of accounts.
Powerful Reporting
Detailed customizable financial reporting.
Run Balance Sheet, Profit & Loss, Cashflow, Trial Balance and custom reports. Save filtered views, schedule reports to be emailed, and export to CSV/PDF. Drill down into transactions directly from any report to speed audits and bookkeeping.
Client Portal
Share invoices & let clients pay online.
Give each customer secure portal access to view invoices, pay online and download receipts. Bulk payment acceptance, partial payments, and auto-reminders make collections more reliable. Set per-customer preferences and language settings for white-label experiences.
Recur Everything
Automate recurring invoices, bills and payments.
Automate repeating revenue and expenses with robust schedules. Configure proration, end conditions, linked payment methods, and automated notifications. Each recurrence can generate a draft for review or be created and sent automatically.
Open Source & Extensible
Take control — host on-premise or extend via apps.
Host on your infrastructure or extend the product using a modular app store. Developers get REST endpoints, webhooks, and plugin hooks to add custom workflows, connectors, and automations — all while you retain full ownership of your data.
Powerful Reporting
Build tailored financial reports — Profit & Loss, Balance Sheet, Cash Flow, Trial Balance and custom exports. Save filters and set up scheduled distribution to stakeholders. Click through any balance to view the underlying journal entries or receipts.
- CSV / PDF exports
- Schedule reports by email
- Interactive drill-down to transactions
Client Portal
Grant your customers secure access to view invoices, accept online payments, and download receipts. Portals support multiple languages, attachments and client-specific settings (addresses, tax IDs, payment terms).
Ready to simplify accounting?
Start for free, or request a demo for enterprise workflows and multi-company consolidation. We’ll help you migrate and configure your dashboard.