What it does
Closes a month's books for a small business.
Works with your apps
- QuickBooksProfit and loss, transactions, bills and invoices for the month.One of these
- XeroProfit and loss, bank transactions, bills and invoices for the month.One of these
- StripePayouts with fees, to match against bank deposits.Optional
- PayPalSettled payments to match.Optional
- SquareCard payments to match.Optional
- ShopifyStore payouts to match.Optional
- GustoPayroll totals actually paid in the month.Optional
- RampCard spend not yet coded.Optional
- Google DriveA receipts folder.Optional
More for finance
- Will I have enough cash?Maps your cash day by day and spots the tightest point before payroll or rent, from your books or a bank export.
- Chase who owes me moneyRanks your overdue invoices from your books or an export and drafts one reminder per client in your voice, so the money comes in.
- Pay my billsReads and codes your bills, checks your cash and proposes what to pay and when, so you release each payment with confidence.
- Get payroll readyTotals hours, flags every timecard issue, checks your cash and stages payroll for you to submit.
- Get my taxes ready for my accountantCloses your books, then preps your quarterly estimate, contractor list and accountant packet, ready for your accountant to file.
- Get my finances straightKeeps your books clear and your invoices moving: reads your books weekly, drafts reminders for late payers and closes each month plainly.
Put Close my books for the month to work.
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