Every client, one login
Switch between client companies without signing in and out. Each keeps its own separate books.
For accountants & bookkeepers
All your clients' invoicing and collections, one login.
Keep each client's books separate while working from a single workspace. $19/mo for the first 3 months, then $49.99/mo.
Company-level access
Your team sees only the companies you give them.
Collections at a glance
Open and overdue invoices per company on the dashboard.
Bank feeds and rules
Bank connections with rules that categorize repeat payees for review.
Client-branded emails
Invoices go out from each client company's own mailbox.
Agency commissions
A commission tracker for insurance agency clients.
Ask AI
Read-only answers about your active client's balances, transactions, and reports, grounded in their ledger records.
Payroll — Yes (Add-on)
Record payroll runs and balanced payroll journals. Payroll accounting, not paycheck processing or tax filing.
Client confidentiality, built into the workflow.
Company-level permissions keep each client's records separate. Access checks apply when data is read or changed, while role-based permissions govern what each team member can do.
W-9 viewing is role-restricted, and financial document viewing uses expiring links. Full vendor tax IDs are stored separately from general vendor details and masked in generated change history. Accounting history records who changed core records, when, and the before-and-after values.
Ask AI is read-only and scoped to the active company. It cannot create, edit, or post transactions. Bank connection credentials remain on the server, away from the browser.
Have clients to bring along? Ask about specials or request a discount coupon.