Bookkeeping
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Financial Overview
Your Business at a Glance
All time
Income vs Expenses — Last 6 Months
Expenses by Category
Recent Transactions
| Date | Description | Category | Type | Amount |
|---|
Ledger
Transactions
| Date | Description | Category | Type | Note | Amount |
|---|
Billing
Invoices
| Invoice # | Client | Issue Date | Due Date | Status | Amount |
|---|
Accounting
Chart of Accounts
Income Accounts
Expense Accounts
Analytics
Financial Reports
Profit & Loss Statement
Income Breakdown
Expense Breakdown
CRM
Pipeline & Contacts
Deal Pipeline
CRM
Contacts
| Name | Company | Type | Phone | Deals | Revenue |
|---|
CRM
Deal Pipeline
Contact
Contact Info
Linked Invoices
Deals
Activity History
Add Transaction
New Invoice
Invoice Details
Issued To
Line Items
Add Category
Add Contact
Add Deal
Log Activity
Import Bank of America Statement
Upload your BofA PDF statement. The app will automatically extract all transactions and let you review them before importing.