Shared financial workspace
Work directly in each client's accounting system
Review source activity, make accounting entries, and produce reports without waiting for a separate file or spreadsheet export.
Client access and control
Move between companies you created and companies you were invited to from one login.
- ✓One account for created and invited companies
- ✓User roles and permissions by area
- ✓Shared, current company data
Financial reporting and review
Follow activity from the ledger through the financial statements and operational reports.
- ✓General Ledger and Trial Balance
- ✓Profit & Loss, Balance Sheet, and Cash Flow
- ✓A/R and A/P aging plus customer statements
Books and close
Handle daily accounting and closing work in the same company file.
- ✓Chart of accounts and journal entries
- ✓Recurring transactions and reconciliations
- ✓Year-end closing workflows
Puerto Rico payroll and reporting
Keep payroll details and Puerto Rico reporting workflows connected to the client's accounting records.
- ✓Payroll, paystubs, and leave balances
- ✓Quarterly and annual employer reporting
- ✓Puerto Rico withholding statement workflows