Features
Everything your business runs on
Replace scattered spreadsheets, invoice templates and shoebox receipts with one clean workspace.
Invoicing
Estimates, sales orders and invoices — track sent, partial, paid and overdue at a glance.
Expenses
Log spending by category and vendor, with bills due and paid-from accounts.
Customers & CRM
Contacts, leads, deal pipeline, follow-ups and activity history in one place.
Inventory & Warehouses
Multiple locations, barcode lookup, lots and serials, transfers and stock counts.
Purchasing
Purchase requests, vendor quotes, approvals, and purchase orders received into stock.
Cash & Bank
Balances per account, transfers and a 90-day cash-flow outlook.
People & Time
Employees, schedules, time off, time clock and payroll-ready hours with FLSA overtime.
Sales Tax Summary
Taxable sales and tax collected by jurisdiction, for your records.
Contractor / 1099 Tracking
Contractor payments, W-9 status and 1099-NEC thresholds by year.
Reports & Export
Profit & loss, A/R and A/P aging, sales and expense reports — export any list to CSV.