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Organize transactions and categories so day-to-day financial records are easier to review.
Who it serves
Owners and bookkeeping teams
What you can do
- Review financial transactions
- Categorize transaction activity
- Use account mappings
A realistic working example
A bookkeeper reviews imported activity and categorizes transactions before the monthly review.
How it fits
Bookkeeping and Accounting use the same shared finance records.
Questions, answered.
Is Books another bookkeeping product?
Books is the shared finance engine. Bookkeeping is the workspace for daily recordkeeping.
How do I get pricing?
Send an inquiry about this product and any related needs. We’ll discuss the relevant setup and pricing with you.
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