Define the period
Choose the client, accounting period and source records for the review.
Accounting and bookkeeping
Keep the ledger and the cash conversation connected.
Accounting practices need a reliable record and a separate view of what may happen next. Use Books for accounting records and Forecast to inspect cash timing assumptions during client reviews.
How it works
A workflow you can evaluate.
Agree migration, reconciliation, jurisdiction and tax requirements before moving a live client ledger.
Reconcile the records
Check the opening position and a small set of transactions in Books against the supplied evidence.
Discuss the cash
Compare expected receipts and payments in Forecast with assumptions the client can explain.
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.
Before you get started.
Useful questions for choosing the right starting point.
What should we evaluate first?
Agree migration, reconciliation, jurisdiction and tax requirements before moving a live client ledger.
How do we choose the right plan?
Use the current pricing page to review plan terms. For a workflow spanning several apps, discuss the access and operational requirements in a demo before choosing the setup.
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.
Bring the process you want to improve.
Show us the work, the people involved and the handoffs that matter. We will help you evaluate a focused starting point.