Features
Everything you need to run audit-ready books.
Real double-entry accounting with a full A/P workflow — purchase orders, bills, vendor credits, 1099s — plus Plaid bank sync and a tamper-evident audit trail. Without the QuickBooks tax.
01
Invoicing & Receivables
Bill customers without the spreadsheet sprawl.
Estimates & quotes
Quote it, send it, win it. Send a customer a priced estimate with the same line items, tax, and totals as an invoice, track it through draft → sent → accepted → declined → expired, then turn the accepted version into an invoice in one click — no re-keying. An estimate is a sales document only: it never touches your P&L, A/R aging, or payments until you convert it, and the conversion links the estimate to the invoice it created.
Line-item invoices
Invoices with line items, currency, due dates, and notes — totals calculated for you.
Customer payment terms
Set it once, bill it right. Assign each customer their standard terms — Due on receipt, or Net 7 / 15 / 30 / 45 / 60 / 90 — and every new invoice dates itself automatically: due date = issue date + term, with an org-wide default falling back to Net 30. The date is still yours to override on any invoice. Fewer blank due dates means A/R aging, overdue flags, and payment reminders that actually fire on time.
Automatic invoice numbering
Set a prefix once and every invoice gets the next number in sequence, no duplicates, no gaps. The next number is allocated atomically per organization, so two teammates drafting at the same time never collide — and you can still type an explicit number whenever you need to.
Invoice lifecycle
Move invoices through draft, sent, paid, overdue, and void. Status tracked throughout.
One-click payment reminders
Send a friendly payment reminder in one click on any sent or overdue invoice — the email leads with the balance still due, the original due date, days past due, and a pay link when you have one. Each send is timestamped on the invoice so you can see when you last nudged.
Payments ledger
Record card, ACH, check, or cash payments with real dates and references. Track partial payments installment by installment — and get a cash-basis P&L dated to the day the money actually landed.
Get paid online (Stripe)
Connect your own Stripe account and generate a hosted payment page for any invoice's remaining balance in one click. The customer pays online, the payment is recorded against the invoice automatically through the payments ledger, and when the payout lands in your bank, one click matches it to the Plaid deposit and marks it reconciled — so Stripe income is never double-booked.
Email invoices
Send an invoice to your customer by email straight from Hitt Books — a clean HTML invoice with line items and totals, the Stripe pay link included when you've generated one. Sending flips a draft to sent and the status change lands in the audit log.
Shipping labels
Quote, print, ship — without a third-party shipping account or API key. The built-in shipping engine rates your parcel across service levels (zones + dimensional weight), then mints a printable label with a scannable barcode and an internal tracking number.
Credit notes
Issue a credit memo and apply it to any open invoice — reduce what a customer owes without deleting history or touching cash. The invoice balance drops (and flips to paid once cash + credits cover it), unapplied credit becomes available customer credit, and your A/R aging and statements stay honest. Every issue, apply, and void is hash-chained in the audit log; voiding restores the invoice balances it touched.
Print view
A clean, print-ready invoice view you can print or save as PDF from your browser.
Unlimited invoicing
No per-invoice fees and no caps. Invoice as much as you bill.
Recurring invoices
Define a schedule once — template invoice, frequency (weekly, monthly, quarterly, yearly), and start date — then generate each invoice on demand when it's due. The schedule tracks the next run date and creates a fresh DRAFT you can review before sending.
02
Expenses, Bills & Customers
Capture every dollar — what you spent, what you owe, and who it belongs to.
Expense tracking
Log every expense with vendor, amount, date, and category. Attach a receipt link.
Purchase orders
Authorize a vendor spend up front, then turn the PO into a bill in one click. The A/P mirror of estimates — build a purchase order with the same line items, tax, and totals as a bill, track it through draft → sent → received → closed, then convert the received version into a vendor bill with no re-keying. A purchase order is a pre-bill document only: it never touches your ledger, P&L, A/P aging, or vendor spend until you convert it, and the conversion links the PO to the bill it created, completing your procure-to-pay cycle.
Vendor bills (Accounts Payable)
Track what you owe, not just what you've spent. Record a vendor bill with a due date, category, and amount — it starts open with its full balance outstanding. Pay it in full or in part (card, ACH, check, or cash) and the bill flips open → partial → paid as the balance falls, so you always know who you owe and when it's due. Backdated payments into a hard-locked period are blocked, and every bill and payment is hash-chained in the audit log.
Vendor management & 1099 tracking
Keep vendor W-9 details on file — legal name, TIN/EIN, address, and default expense category — and flag which vendors are 1099-eligible. Link bills and expenses to a vendor record so every dollar rolls up to the right payee, then generate a year-end 1099-NEC summary in one click. Tax IDs are masked everywhere except the vendor's own detail form and are never written to logs.
Vendor credits (A/P credit memos)
Record what a supplier credits back — returned goods, a damaged-goods adjustment, an overbilling, or a post-payment rebate — and apply it to open bills. Your payables and A/P aging drop automatically, and you never pay twice for goods you returned. It's the payables mirror of credit notes: non-cash, so it lowers what you owe without touching cash or inflating 1099/vendor-spend totals. Apply part now and keep the rest as available vendor credit, and the bill flips open → partial → paid as credits cover it. Every issue, apply, and void is hash-chained in the audit log; voiding restores the bill balances it touched, and backdating into a closed period is blocked.
Recurring bills
Set rent, SaaS, and payroll bills to repeat — Hitt Books drafts your recurring payables on schedule so nothing slips past its due date. Pick a template bill, a frequency (weekly, monthly, quarterly, yearly), and a start date, then generate each due bill on demand: vendor, category, currency, amount, and notes copy over, and the net-N due date carries forward automatically.
Built-in categories
Fourteen expense categories out of the box — including Bad Debt — so reporting stays clean. The same set categorizes your vendor bills.
Bad-debt write-off
Mark an uncollectible invoice as bad debt in one click. It drops off your A/R aging report and books the loss as a bad-debt expense on your P&L, so your receivables show money you will actually collect. Fully reversible.
Customer records
Create and manage customers with contact and address detail.
Multiple organizations
Run separate books for multiple entities and switch between them.
03
Bank Sync & Reconciliation
Connect your bank and turn statements into books.
Bank connections
Securely link banks through Plaid — multiple institutions and accounts per workspace, tokens encrypted at rest.
Automatic sync
New and changed transactions arrive automatically via Plaid webhooks, plus on-demand “Sync now”.
Match or convert
Reconcile to an existing expense or invoice with amount/date suggestions, or convert to a categorized expense in one step.
Bank rules
Teach Hitt Books to auto-categorize recurring transactions — or ignore internal transfers — the moment they sync, so your review queue clears itself. A rule matches a merchant or description (contains / equals / starts with) and either stamps an expense category and default vendor, or flags the transaction ignored. Rules run automatically at sync and on demand against the current queue, take precedence over the generic Plaid guess, and are ordered by priority so the first match wins. Spin one up in a click from any transaction in the feed — “always categorize AWS as Software.” Rules only touch unreviewed items, so a decision you already made is never overwritten, and every rule change and bulk apply is hash-chained in the audit log.
Review queue
Unreviewed, reconciled, and ignored states in a searchable, paginated feed — with a dashboard nudge when items await review.
04
Reporting & Controls
Books that hold up when someone looks closely.
Comparative Profit & Loss
Cash and accrual P&L generated straight from your invoices and expenses — set this period next to the prior period or same period last year, with dollar and % variance on every line so you spot what moved at a glance.
Budget vs. Actual
Set an annual budget by expense category and a revenue target, then read your real numbers next to plan — with dollar and % variance on every line, computed from the same P&L engine on your cash or accrual basis.
Cash Flow Statement
See real cash in vs cash out month by month, dated to when money actually moved, so you know exactly which months ran tight — with a running cumulative balance and breakdowns by payment method and expense category.
Cash Runway & Burn Rate
Know exactly how many months of cash you have left. We compute gross and net burn from your reconciled cash activity and divide into your cash on hand, so runway stays current as transactions post — no spreadsheet to rebuild each month.
Live stats
Revenue, expenses, net, and cash on hand from connected banks — at a glance on the dashboard.
CAC & unit economics
If you also run Hitt CRM, Books joins the cost side it owns (marketing-category spend) with the customer side the CRM owns (deals won, contacts acquired, open pipeline) into one customer-acquisition-cost view — CAC per customer for any date range, read-only across products.
Accounting periods
Open and close periods to keep finalized months stable.
Tamper-evident audit log
Every change is hash-chained; one click cryptographically verifies the entire history is unaltered.
P&L ratio calculator
Enter revenue, COGS, and operating expenses — get gross margin, operating margin, expense ratio, and break-even revenue instantly.
Income by Customer
See exactly which customers drive your revenue, ranked by dollars and % of total, on a cash or accrual basis for any date range — so you know who matters most at a glance.
Sales by Item / Service
See exactly what you sell, not just who you sell to. Revenue is grouped by invoice line item — ranked by dollars, with quantity, average price, and % of total — on a cash or accrual basis for any date range, so your best-selling products and services are a lookup, not a guess.
Sales Tax Liability
See exactly how much sales tax you've collected by state and period, so remittance is a lookup, not a spreadsheet.
Vendor Spend & 1099 Summary
See total paid to every vendor for the year — counting both direct expenses and paid vendor bills (Accounts Payable), split out per vendor — and which ones cross the $600 1099-NEC threshold. Bills count by payment date, so a contractor you paid through A/P never falls off the report and an unpaid bill never inflates it. Tax season is a lookup, not a spreadsheet.
Year-end 1099-NEC report
A filing-ready 1099 summary built from your vendor master: pick a tax year and it totals every payment to each 1099-eligible vendor (expenses + paid bills, by payment date), flags who crosses the $600 threshold, warns when a contractor over the threshold has no W-9 on file, and exports a clean CSV for your accountant. Vendors with no payments that year drop off, and tax IDs export masked.
A/R Aging by Customer
See exactly who owes you — and how late — in one A/R aging table. Every customer with an open balance, broken out across current / 1–30 / 31–60 / 61–90 / 90+ buckets, ranked by total owed, so you can work the 90+ bucket first.
A/P Aging by Vendor
The payables mirror of A/R aging: see exactly who you owe — and how late — in one A/P aging table. Every vendor with an open bill balance, broken out across current / 1–30 / 31–60 / 61–90 / 90+ buckets by due date, ranked by total owed, so you pay the 90+ bucket first and never miss a due date. Partial bills show their open balance, paid bills drop off.
Balance Sheet
A point-in-time snapshot of what you own and owe — assets, liabilities, and equity as of any date, plus the current ratio — straight from your invoices and bank balances, no journal entries. The second of the three statements your books already promise.
Trial Balance
One report that proves your books add up — debits equal credits, at any date. Every account (Cash, A/R, A/P, Sales Tax Payable, Revenue, Expenses by category, and Retained Earnings) laid out in a two-column Debit / Credit ledger that must net to zero, on a cash or accrual basis. Cash, A/R, and Sales Tax Payable tie out exactly to your Balance Sheet, so the numbers agree across every statement. A green "Balanced" badge and a printable page for your accountant.
General Ledger
Drill from any account total straight to the transactions behind it. Every derived account — Revenue, Accounts Receivable, Accounts Payable, Sales Tax Payable, Cash, and Expenses by category — lists its individual invoices, payments, expenses, and bills with a running balance and a per-account subtotal, on a cash or accrual basis for any date range. Revenue, tax, payables, and expense subtotals tie out exactly to your Trial Balance, so "Software $4,210" is one click from the rows that make it up. Export one row per transaction to CSV for your accountant.
Manual journal entries
Real double-entry adjusting and opening-balance journals — book depreciation, accruals, prepaid amortization, payroll accruals, and owner equity (capital contributions and draws) so your Balance Sheet reflects the whole business, not just invoices and receipts. Pick from a built-in account list, add 2+ lines, and a live balance indicator turns green only when debits equal credits — the entry can't post until it balances. Post an owner contribution and equity stops being a plug and becomes a real figure. Adjusting, opening-balance, reclass, and general types; backdating into a closed period is blocked, and every post and void is hash-chained in the audit log.
Bank Reconciliation Report
Enter your statement's ending date and balance and tie cash to the penny — cleared balance, outstanding items, and the difference that must be $0.00, with a transposition-error hint when it isn't. A printable reconciliation you can keep for audit; it surfaces an unexplained difference for you to investigate, never a plug entry.
Export any report to CSV
Download Vendor Spend, A/R Aging, Income by Customer, Sales by Item, Sales Tax, and Budget vs. Actual as a clean CSV — respecting the date range and filters on screen. Hand your accountant spreadsheets for tax prep, 1099s, and reconciliation, no re-keying. Opens cleanly in Excel and Google Sheets.
05
Access, Trust & Pricing
The way software should be sold.
Team roles
Owner, admin, accountant, employee, and viewer — scoped per organization.
Email team invites
Invite a teammate by email with a role attached — they don't need an existing account. The invite link signs them up and drops them into your organization with the right permissions.
API keys
Mint server-to-server API keys for integrations and scripts. Each key is bound to one organization, carries its own role, and is stored hashed — the same org-owner entitlement and role checks apply to key calls as to signed-in users.
Org-isolated data
Every record is isolated to its organization, enforced server-side.
Honest flat pricing
Published per-month tiers. No enterprise sales call.
Cancel any time
Month to month. No lock-in — cancel from your billing settings.
Customer Statement Export
Available nowOne-click monthly customer statements: pick a customer and date range, get a printable view with opening balance, every invoice and payment in the period, and closing balance. Generate yours in the statement view. Included on Pro and Business.
Invoice Aging Report
Available nowA real A/R aging report. Open invoices are bucketed into current, 1–30, 31–60, 61–90, and 90+ days past due — with totals per bucket, the single worst overdue customer, and a green / yellow / red collection posture. View it at /dashboard/invoice-aging. And when you need to know who is in the 90+ bucket, the new A/R Aging Summary by Customer report breaks the same numbers out one row per customer — ranked by total owed, sortable by oldest bucket, ties to the penny against the org-wide total. Included on Pro and Business.
Stop running the business out of a spreadsheet.
Start a free Books account. Add a customer, send an invoice, sleep better tonight.