Bank Feed Auto-Matching and Reconciliation
Recurring Invoicing with Automated Payment Reminders
Multi-Currency Accounting with Gain/Loss Tracking
Project Time and Expense Billing
Three-Way Matching for Purchases
Real-Time Financial Statements

About
Bookkeeping Should Not Feel Like Detective Work
Chasing down which invoices got paid, which expenses need categorizing, and whether the bank statement actually matches your records eats hours every month. This system automates invoicing, tracks expenses as they happen, and matches bank transactions automatically so your books stay current, not just accurate once a quarter.
Features
The Mechanics of Clean Books
Five features that turn monthly bookkeeping from a scramble into routine.
01
Bank Feed Auto-Matching and Reconciliation
02
Recurring Invoicing with Automated Payment Reminders
03
Multi-Currency Accounting with Gain/Loss Tracking
04
Project Time and Expense Billing
05
Three-Way Matching for Purchases
06
Real-Time Financial Statements
Bank Feed Auto-Matching and Reconciliation
Connected bank feeds suggest matches against invoices and bills daily, turning reconciliation into a quick review instead of manual entry.
How it works
From Transaction to Closed Books
Four steps that repeat cleanly every month.
01
Send invoices
Invoices are generated and sent, with payment status tracked automatically.
02
Match bank transactions
Bank transactions feed in and get matched or categorized by rule.
03
Log expenses and bills
Expenses and bills are logged against the correct accounts.
04
Generate reports
Reports are generated on demand, with every number traceable to its source transaction.


Benefits
Why Businesses Stop Reconciling by Hand
Faster close, clearer cash position, faster payment.
Faster close
Faster month-end close with less manual matching.
Clear cash position
Clear, real-time picture of cash position.
Faster payment
Professional invoicing that gets you paid faster.
Audit-ready reports
Audit-ready reports with full transaction traceability.
Enterprise-grade security
Encrypted hosting, role-based access control, and regular backups. Your data always remains fully yours and exportable, with no lock-in.
Transparent, scoped pricing
Every engagement is scoped individually with a fixed price and timeline agreed upfront — book a free consultation for a tailored quote.
Built for your whole team
Role-based views mean owners, managers, and frontline staff each see exactly what they need, nothing more, nothing missing.
Before / after
What Changes on Day One
Before
Bank statements reconciled by hand at month-end
Invoices tracked in a separate spreadsheet
Reports rebuilt manually before every board meeting
Accountant needs exports and shared logins
After
Transactions matched automatically as they arrive
Invoice status tracked automatically, paid to overdue
Reports generated on demand from live data
Accountant gets scoped access to the same live books
FAQ
Accounting Software FAQ
Can we import historical bank statements if we are switching from another system?
How long does implementation typically take?
Is our data secure, and who owns it?
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