Accounting
Issue invoices to clients and receive invoices from suppliers in one place. Start with a proforma and convert it to a posted invoice in one click. The invoice is linked to a specific deal and automatically includes the relevant line items.
Create wallets for each bank account, cash register, or crypto address. Record incoming and outgoing payments, transfers between wallets, and fees. Each wallet balance recalculates automatically after every transaction.
Work in any currency — exchange rates update automatically or can be set manually. All amounts are converted to the account's base currency for consolidated reports. Currency exchange differences are tracked as a separate line item.
Build a custom chart of accounts for your business. Each service is linked to an income and expense category — transactions are classified automatically without manual posting.
Get a P&L broken down by month and category — choose a period and the system shows income, expenses, and result per category. A balance sheet of assets and liabilities is generated for the same period.
Every money movement is recorded as a transaction with date, amount, source, and destination. Transactions can be linked to a deal, line item, and invoice. A detailed statement for any wallet or category is available in one click.
