Find what you need
Choose an account, search for a vendor or description, or filter by week. See the transactions behind a spending category without digging through a long list.
A closer look at your monthly experience
Explore the client review experience.
Your monthly bookkeeping includes a clear financial report package and interactive account and transaction reviews. See the sample report first, then explore how we keep questions and answers connected to your books. All sample figures are fictional.
Your monthly financial picture
Full sample report
Explore the Business Pulse, monthly and year-to-date reports, cash flow, balance sheet, and asset report.
If your browser doesn’t display the report here, use “Open full PDF” above.
Included in your monthly reporting experience
Clear reports. Ongoing communication.
Your reports show the bigger picture. The searchable chart-of-accounts review and transaction lists let you look closer—and keep an ongoing conversation about the details.
Ask beside the transaction
Mark an item “Needs Review” and leave a note where the question belongs. This gives us a clear reference for missing details, business purposes, or items that need clarification.
Stay in the conversation
Available 24/7. These review sheets accompany your monthly financial reports. We use them to follow up on questions and keep communication going between monthly review meetings.
Try the sample below: search or filter the list, then add checkmarks and notes in Account review or Weekly transactions. Each review has its own checkmarks and notes; Transactions by date brings both sets of questions together.
Fictional demonstration of the review sheets included with monthly reporting. This demo uses a separate small transaction set from the sample PDF. Positive amounts are income and negative amounts are spending; net transactions are their sum. Notes and checkmarks stay in this page until it is refreshed. No information is submitted.