Everything your business needs, in one app.
Double-entry accounting software for small businesses and the accountants who work with them, with invoicing, payments, bank feeds, receipts and reports built in, and an agent you can ask in plain English.
AI agent & Review
An agent in every workspace you can ask to record a bill, find what a customer owes, or set up a rule. What it suggests on its own waits for you in Review.
Bank feeds & reconciliation
Connect your bank through Plaid or import a statement, approve the categories, pair your transfers, and reconcile to your statement balance.
Receipts & bills
Forward receipts and bills to your own Inbox address, snap or text a photo, then match each one to its bank charge. Drop a supplier’s PDF on a bill and it fills itself in.
Invoicing & payments
Send branded invoices with a pay link for card or ACH through Stripe, estimates customers accept online, recurring invoices, and reminders you switch on per invoice that then send on their own.
Reports & Profit Insights
P&L, Balance Sheet, Cash Flow, aging, sales tax, 1099-NEC and more, computed live from your ledger. Profit Insights tells you what changed and why.
For accountants & bookkeepers
A firm portal with one list of every client and what’s waiting there. Set up client workspaces your firm owns, bring your team, and lock a client’s books when a period is done.
Bring your own AI
Connect Claude or ChatGPT to your books. Balances asks the app to show you most changes before applying them, and records who made each change and through which app.
For trades
Job profitability, receipts from the job site, and invoices from your phone.
Switching from QuickBooks
Sign in to QuickBooks Online and import your accounts, customers, vendors, transactions and attachments.
Switching from Xero
Upload Xero’s exports and bring over your chart of accounts, contacts and every journal from your start date.
Switching from Wave
Bring over your Wave accounts, customers, vendors and transactions.
And a lot more.
The depth that usually means paying for a second tool — built in.
Jobs & project profitability
Live gross profit and margin on every job.
Automatic payment reminders
Turn on reminders and an invoice gets a short run of emails, from a friendly heads-up before it's due to a firm final notice.
Full data export
Export your whole ledger whenever you want to.
Card-fee surcharge
Pass card fees on to customers. ACH stays free for them.
Recurring journal entries
Depreciation and accruals post on schedule.
Credit memos & vendor credits
Issue and apply credits in either direction.
Tags & custom dimensions
Track by department, location, class, or project.
Invoice milestones
Progress-bill large projects in stages.
Billable expenses
Push job costs straight onto the client invoice.
Create anything from ⌘K
Jump to any page, or start an invoice, bill, expense or journal entry, from the keyboard.
Try it on your own books
Connect a bank account, send an invoice and ask the agent a question. The 14-day free trial is followed by $20/month per business.