A complete double-entry general ledger — chart of accounts, journal entries, AR, AP, bank reconciliation, tax, multi-currency, and every financial statement your accountant asks for. It sits on the same database as your CRM, HR, and POS, so payroll posts to the GL automatically, and a closed deal becomes an invoice without a single export.
No add-on tiers, no feature gates — this is what the module ships with, included in every plan.
Every transaction posts a balanced journal entry to a configurable chart of accounts. Drillable from P&L down to the source document — invoice, receipt, or payroll run.
Build your chart of accounts by account type — assets, liabilities, equity, income, expenses — to match how your business and your accountant think, not a fixed template you fight against.
Post adjusting, accrual, and correcting journals directly with full debit/credit control, supporting documentation, and reversal — for the entries that don't come from an invoice or a pay run.
Issue credit notes against customer invoices and debit notes against vendor bills; each posts the correct offsetting entry to the ledger and updates AR/AP aging automatically — no manual workaround for a refund or an adjustment.
Customers and vendors carry live AR/AP aging alongside their CRM and project records. Account statements are emailable directly from the same screen.
P&L, balance sheet, trial balance, cash flow, ledger summary, and general ledger all update in real time. Multi-period comparatives, drillable to journal level, and exportable for your auditor.
Accrual or cash basis. Period locking, journal reversals, and audit-trail entries give your accountant confidence in the numbers without a third-party add-on.
Live bank feeds match incoming and outgoing transactions against open invoices and bills, so the account reconciles by exception. Covered in depth by the dedicated Bank reconciliation module — on the same ledger, no separate feed subscription.
Track asset cost, depreciation method, and net book value per item. Disposals post the correct gain or loss to the GL on the day — no spreadsheet required.
Payroll runs post to payroll expense accounts automatically. POS sales hit revenue and cash accounts in real time. No sync jobs, no Zapier, no re-keying.
Agency and Agency+WL tiers can resell the full accounting module under their own brand. Clients get the complete ledger; you keep the margin.
A ledger this complete usually means a QuickBooks or Xero subscription, a third-party bank-connection add-on, and a consultant to wire it to your CRM. Here it's one toggle.
Start free with VCard & Link-in-Bio. Turn on Accounting (full ledger) and the rest of the catalog from one flat plan — no per-seat fee, ever.
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