Establish the accounting record
Use Books for the supported double-entry workflow. Check opening balances, account mapping and posting controls during migration.
Workflows
Connect the accounting record with the cash decisions ahead.
A posted transaction and a cash forecast answer different questions. Keep the ledger reliable, then use explicit timing assumptions to explore how receipts and payments affect the next period.
How it works
A workflow you can evaluate.
Validate reconciliation, migration and the relevant jurisdiction before relying on the setup for a close or statutory process.
Build the cash view
Use Forecast to organise cash accounts and planned movements, with a period and baseline that can be reconciled.
Compare a changed assumption
Review a scenario with a changed payment or receipt date and explain the difference from the baseline.
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.
Before you get started.
Useful questions for choosing the right starting point.
What should we evaluate first?
Validate reconciliation, migration and the relevant jurisdiction before relying on the setup for a close or statutory process.
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.