Full general ledger. Customers, vendors, invoices, payments, bank reconciliation, tax, multi-currency. Built on the same database as your CRM and HR — so a closed deal is an invoice, and payroll posts to the GL automatically.
The accounting module is the most stitched-together part of most stacks. We put it on the same record graph as everything else. Customers, vendors, products, payroll — one database, one truth.
The same customer that opens a deal in CRM gets billed in Accounting, opens tickets in Helpdesk, and has projects in Projects. No "QuickBooks customer" + "HubSpot contact" version control problem.
Branded invoices, multi-currency, recurring or one-off. Customers pay via Stripe or ACH from the invoice itself. The payment posts to the right account in the GL on its own.
Connect bank accounts directly. Transactions arrive overnight, get matched to invoices and bills, and slot into the right GL account. The reconciliation that used to take a Thursday afternoon now takes the time it takes to scroll.
Mobile receipt capture with OCR. Mileage tracking. Card feeds. Reimbursements that flow through payroll. Categorisation that learns your chart of accounts.
P&L, balance sheet, trial balance, cash flow, general ledger, journal entries. Standard formats, exportable, drillable to source. Audit-ready out of the box.
Tax rates per region, applied automatically to invoices and bills. Sales tax, VAT, GST. End-of-period reports that produce the numbers your tax preparer needs in 30 seconds.
































Each module in Finance & Accounting is a full page of its own — open any one to see what it does and the exact tool it replaces.
Full ledger included on every Business and Agency plan. No per-transaction fees, no “premium” tier for bank connections.