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Full accounting for a team

• Invoices, customers & expenses
• Products & Services catalog — save reusable line items that auto-fill invoices & estimates
• Estimates & quotes — send a priced quote, convert an accepted estimate to an invoice in one click
• Customer payment terms — assign Due-on-receipt or Net 7/15/30/45/60/90 per customer; invoices auto-set their due date
• Automatic invoice numbering — set a prefix once, every invoice gets the next number, no duplicates or gaps
• Purchase orders — authorize a vendor spend up front, then convert the PO to a bill in one click
• Vendor bills & Accounts Payable — track what you owe, pay in full or in part
• Vendor management & W-9 records — keep tax details on file, generate a year-end 1099-NEC summary
• Vendor payment terms — set Due-on-receipt or Net 7/15/30/45/60/90 per vendor; new bills auto-set their due date
• Recurring bills — set rent, SaaS & payroll to repeat, generate due bills on demand
• Recurring invoices — define a schedule once, generate each invoice on its cycle
• One-click payment reminders
• Late fees on overdue invoices — set a policy (percent or flat, grace period, minimum), apply in one click; flows into A/R aging, reminders & statements
• Get paid online — Stripe payment links on any invoice, payouts auto-matched to bank deposits
• Email invoices — send a clean HTML invoice with the pay link included
• Shipping labels — built-in rate quotes and printable barcode labels, no third-party account
• Bad-debt write-off — removes from A/R, books the loss, fully reversible
• Receipt capture & document attachments — upload the real receipt, bill PDF or signed W-9 to expenses, bills, invoices, journal entries, vendors & POs; stored privately, served by short-lived signed links
• Payments ledger with cash-basis P&L
• Credit notes — issue & apply credit memos to open invoices
• Vendor credits — record a supplier credit memo & apply it to open bills, non-cash
• Bank sync & reconciliation (Plaid — in sandbox beta today)
• Bank rules — auto-categorize or ignore recurring transactions the moment they sync
• Cash & accrual P&L + live stats
• Monthly cash flow statement (cash in vs cash out)
• Cash runway & burn rate (months of runway from reconciled cash)
• 13-week cash flow forecast — projected bank balance week by week from open invoices, bills & recurring items, flags the week you’d run dry
• Accounting periods
• Team roles (owner/admin/accountant/employee/viewer)
• Multiple organizations
• Hash-chained audit log with one-click integrity verification
• Invoice aging report (A/R buckets)
• A/R aging by customer
• A/P aging by vendor (bills bucketed by due date)
• Job costing & project profitability — tag invoices, bills and expenses to a job/contract; per-project revenue, cost, margin and estimate variance, cash or accrual, with drill-down and CSV
• Income by customer (revenue ranked, cash or accrual)
• Sales by item / service (revenue per line item)
• Sales tax liability report (by state & period)
• Sales tax remittances — record what you filed and paid; relieves Sales Tax Payable across every statement
• Vendor spend & 1099-NEC summary — counts expenses + paid vendor bills
• Balance sheet with current ratio — Accounts Payable, vendor credits, loans, accrued liabilities and fixed assets at cost less accumulated depreciation, all tying line-for-line to your trial balance
• Trial balance — debits equal credits, at any date, with your posted journal entries included
• General ledger — drill from any account total to the transactions behind it, with running balance and per-account subtotal; posted journal lines included
• Manual journal entries — adjusting & opening-balance journals for depreciation, accruals & owner equity
• Recurring journal entries — schedule a month-end accrual or amortization once, draft the same balanced entry each period
• Inventory & cost of goods sold — track stock levels and weighted-average unit cost on every product, get a real Inventory figure on your balance sheet, and see true gross margin computed from posted COGS instead of a number you typed in
• Fixed assets & straight-line depreciation — record an asset once and Books posts the acquisition entry plus each month’s depreciation as balanced journal entries, with a per-asset schedule, accumulated depreciation and net book value that flow into your Balance Sheet
• Export reports to CSV (vendor spend, A/R aging, income by customer, sales by item, sales tax, budget vs. actual)
• Direct email support — usually same-day