Photograph or upload receipts. Auto-categorize expenses with AI extraction for date, vendor, amount, and tax category.
Build and send professional invoices in seconds. Track payment status, send reminders, and log partial payments.
Drag-and-drop expense categorization. Map transactions to chart of accounts, flag duplicates, and reconcile bank feeds.
Organize documents for quarterly and annual filings. Estimate liability, track deadlines, and generate preparer-ready packets.
Full client record with engagement history, billing summary, outstanding balances, and communication timeline.
Run payroll for employees and contractors. Calculate withholdings, generate pay stubs, and file quarterly payroll tax reports.
Match bank statement transactions to ledger entries. Flag discrepancies, auto-suggest matches, and produce reconciliation reports.
Immutable log of every financial action. Track who changed what, when, and why across all accounts and transactions.
Generate balance sheets, income statements, and cash flow reports on demand. Compare periods and export to PDF or Excel.
Project future cash positions based on receivables, payables, and recurring expenses. Visualize 30/60/90-day runway.
Set department and project budgets. Track spend in real time, flag overages, and compare actual vs. planned allocations.
Maintain vendor profiles with payment terms, W-9 status, and transaction history. Streamline AP workflows and approvals.
Automatically compile contractor payments and generate 1099-NEC and 1099-MISC forms. E-file or print ready.
Define and manage your full chart of accounts. Add, archive, or reclassify accounts with drag-and-drop hierarchy editing.
Guided intake workflow for new clients. Collect tax IDs, prior-year returns, entity docs, and engagement preferences in one flow.
Encrypted document storage organized by client and tax year. Drag-and-drop uploads with automatic naming and tagging.
Measure firm performance with KPIs: revenue per client, realization rate, utilization, and seasonal workload distribution.
Generate and send engagement letters from templates. Track signatures, store executed copies, and set renewal reminders.
Real-time revenue overview with breakdowns by service line, client segment, and period. Track growth trends and billing velocity.