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Module 16 of 17

Accounting

Keep your accounting information in order.

All modules

What it looks like

Chart of accounts, journal entries and open fiscal years
Chart of accounts, journal entries and open fiscal years
Trial balance by account
Trial balance by account

What it solves

Accounting information kept in order and connected to real sales and movements, so the close with your accountant stops being an archaeological dig.

  • Orderly accounting records
  • Connected to sales and movements
  • Information ready for your accountant
  • History available at any time
1export per period
Alwaysthe history stays available

What you can do

  • Export the period with the breakdown your accountant asks for
  • Look up the records tied to each sale
  • Attach the receipt to every movement
  • Review the cost centers by activity
  • Check the history without depending on who entered it

A real case

Month-end close with the accounting firm

The situation

What used to be four spreadsheets, a folder of receipts and three phone calls.

  1. 01

    The month's sales, payments and expenses are already entered by whoever made them.

  2. 02

    Every movement carries its receipt and its cost center.

  3. 03

    You export the period with the breakdown your accountant asks for.

  4. 04

    The questions that come back get answered by opening the movement, not by hunting for paper.

What you end up with

The close goes from a week of gathering paperwork to one export and a couple of specific questions.

How you get it

Add-on module. Adds $30 a month to your plan.

See pricing

+$30/month

Load one of your own departures and see how it looks.

No video, no guided tour: it is your account, with every module open, so you can try it on data you recognise.

15 days · no card · closes itself if you stop there