Small business finance owners
Give business records a proper ledger foundation.
Finance
Make the records and assumptions easier to inspect.
Ledger, cash planning and payment workflows for finance owners and specialists.
Find the work that fits your role.
Choose a specific guide to see a focused workflow, relevant apps and useful next actions.
Financial controllers
Keep posting decisions visible through the close.
FP&A managers
See how timing changes the cash plan.
Fractional CFOs
Give recurring cash reviews a consistent starting point.
Accounts receivable managers
Keep invoice follow-up grounded in the records.
Accounts payable managers
Keep bills and postings ready for review.
Payments operations managers
Keep provider-backed payment operations visible.
Treasury managers
Make the cash assumptions visible before the decision.
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.
Books
Double-entry records, invoices, bills and controlled accounting periods.
Forecast
Cash accounts, expected movements and planning scenarios.
Pay
Supported payment links, subscriptions, refunds and transaction records.
Compose
Business documents, saved versions and an assigned review.
Bytes
Files, folders, search and sharing for the material behind the work.
Keep exploring.
Check the product, review the details or talk through your next workflow.
Explore Books
See the Books workspace and its current availability.
Read the Books reference
See the available capabilities and how they work.
Browse related solutions
Find another starting point for your business or role.
Check plans and pricing
Review current plan terms and the apps your workflow needs.
Book a demo
Talk through the process and requirements you want to evaluate.
Choose a workflow you can evaluate.
Bring your process and requirements to a demo, or explore the current plans.