Finance

Make the records and assumptions easier to inspect.

Ledger, cash planning and payment workflows for finance owners and specialists.

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Find the work that fits your role.

Choose a specific guide to see a focused workflow, relevant apps and useful next actions.

Small business finance owner

Give business records a proper ledger foundation.

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Financial controller

Keep posting decisions visible through the close.

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FP&A manager

See how timing changes the cash plan.

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Fractional CFO

Give recurring cash reviews a consistent starting point.

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Accounts receivable manager

Keep invoice follow-up grounded in the records.

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Accounts payable manager

Keep bills and postings ready for review.

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Payments operations manager

Keep provider-backed payment operations visible.

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Treasury manager

Make the cash assumptions visible before the decision.

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The suite

The apps around your workflow.

Start with the app that solves the immediate problem. Bring in the others when the work needs them, with access governed by each app and workspace.

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Books

Double-entry records, invoices, bills and controlled accounting periods.

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Forecast

Cash accounts, expected movements and planning scenarios.

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Pay

Supported payment links, subscriptions, refunds and transaction records.

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Keep exploring.

Check the product, review the details or talk through your next workflow.

Explore Books

See the Books workspace and its current availability.

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Read the Books reference

See the available capabilities and how they work.

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Browse related solutions

Find another starting point for your business or role.

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Check plans and pricing

Review current plan terms and the apps your workflow needs.

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Book a demo

Talk through the process and requirements you want to evaluate.

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Choose a workflow you can evaluate.

Bring your process and requirements to a demo, or explore the current plans.