YOUR BUSINESS RECORDS
Accounting.
One workspace for the operator, bookkeeper and accountant.
Reconcile & exportBills & checks
Categorized expenses and outgoing checks, with their source files.
Documents & sales
Shared uploads and confirmed daily operating figures.
Operating reports
Sales, labor, costs and margin for your permitted locations.
Bookkeeper access
Invite your accountant or bookkeeper and assign locations.
From upload to accounting handoff
- Operator — review source details and share with the correct location.
- Bookkeeper — review bills, set eligible service periods and reconcile operating expenses.
- Accountant — export scoped records and review their treatment in your books. Recorded checks still require bank reconciliation.
Team members use their own sign-in and see the locations assigned to them. Personal uploads become available to the team only after the operator shares them.
Document archive & P&L uploads
Earlier financial uploads and standalone P&L files. Shared bills, checks and sales records are available above.
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