A clearer view of your business finances.
Review activity, keep your books organized, and understand how your business is doing — from one focused workspace.
Companies join by invitation, and access is arranged by an owner in your organization. Every sign-in needs a second step.
Overview
Illustrative- Income this year
- $1,284,900.00
- Costs this year
- $1,046,325.00
- Profit this year
- $238,575.00
- Total assets
- $612,480.00
Transactions
- MERIDIAN FREIGHT LLC ACH CREDIT14 Mar 2026 · Service revenueSorted$18,400.00
- KESTREL PROPERTY GROUP RENT13 Mar 2026 · RentSuggested($3,200.00)
- ARDENT OFFICE SUPPLIES13 Mar 2026 · —To sort($486.20)
Trial balance
| Account | Debit | Credit |
|---|---|---|
| 1000 Operating Bank Account | 214,860.00 | |
| 1100 Accounts Receivable | 148,220.00 | |
| 2000 Accounts Payable | 96,410.00 | |
| and 52 more accounts | ||
| Total | 1,204,880.00 | 1,204,880.00 |
How it works
Bring your finances together
Keep accounts, invoices, bills, and expenses organized in one workspace.
Keep work moving
Review transactions, manage approvals, and see what needs your attention.
See the bigger picture
Understand cash flow, track performance, and explore your financial reports.
One place for your business finances
Profit and loss
Sample dataNorthstar Supply · January to June 2026
IncomeCost of sales
- Income
- $428,300.00
- Cost of sales
- $189,120.00
- Gross profit
- $239,180.00
- Operating costs
- $146,600.00
- Profit
- $92,580.00
Accounting
Keep your books organized and your month-end work on track.
Banking and cards
Review account activity and match transactions to your records.
Invoices, bills and expenses
Stay on top of customer invoices, vendor bills, and business spending.
Multiple companies
Manage each company’s finances with a broader view of your business.
Inventory and sales tax
Track inventory costs and keep sales tax records organized.
Financial reporting
Understand profitability, cash flow, and your financial position.
Stay in control as your business grows
Manage team access, review approvals, and keep a clear history of your financial activity.
