Bank feeds
Every account, every morning, already in the books.
Read moreAutomations
Build the rule once, never touch that transaction type again.
Clearer work, fewer loose ends
- Build the rule once, never touch that transaction type again.
- Tell COUNT that anything from this supplier is a software cost.
- It stays true forever.
Automations
Build the rule once, never touch that transaction type again
Tell COUNT that anything from this supplier is a software cost, and it stays true forever.
What your accountant sees
A visual builder on triggers like transaction added, updated or deleted, invoice status change, estimate status change and stock change, with conditions on amount, description, vendor, customer, category and tags.
More in banking and reconciliation
Cruise Control
Categorisation that learns your books, not a generic model.
Read moreTransaction accuracy rules
Set what reviewed has to mean before anyone can tick it.
Read moreBank reconciliation
Reconcile with the statement, not against it.
Read moreBank statement PDF import
Drop in a PDF statement, get clean transactions back.
Read moreUniversal search
One search box across the whole workspace.
Read more