Accounting that
knows your industry
Full-cycle financial management for construction companies, real estate firms, equipment leasing operations, and nonprofits — with the multi-entity depth that family offices and CPA firms need to manage them all.
Everything under one ledger
Full-cycle accounting with the depth of enterprise software and the clarity your team actually needs.
General Ledger & COA
Double-entry journal entries, trial balance, and 9 industry-specific chart of accounts templates. Accrual and cash basis reporting.
Invoicing & Receivables
Create invoices, email or SMS them, generate PDFs, track payments received, and apply deposits across multiple open invoices.
Bills & Payables
Enter vendor bills with AI-powered receipt scanning, manage payment runs, and track 1099-eligible vendors with W-9 compliance.
Banking & Reconciliation
Import bank statements (CSV, OFX, QFX), auto-match transactions against checks and payments, and reconcile with a side-by-side workspace.
Financial Reports
Profit & Loss, Balance Sheet, Trial Balance, GL Detail, Sales Tax Liability, and client profitability — all with basis selection and period scoping.
Payroll & Tax Forms
Run payroll with federal and state withholding, generate 941, 940, W-2, and 1099 forms. Employee self-service with pay stubs and history.
Multi-Entity Management
Manage multiple companies, LLCs, and trusts from a single login. Consolidated financial statements with intercompany eliminations.
CRM & Estimating
Pipeline management from prospect through close. Built-in estimator with markup, overhead, and one-click conversion to invoice or project.
AI Bookkeeper
Claude-powered transaction categorization, anomaly detection, natural language financial queries, and AI-assisted month-end close review.
Built for how you actually work
Not a generic ledger with bolt-ons. Each module is purpose-built for the workflows, compliance, and reporting your industry demands.
Construction Pro
Job costing, AIA billing, retainage tracking, and subcontractor compliance — from bid day through punch list.
- AIA G702/G703 pay applications with progress billing
- Job cost reports by CSI division code
- Change order management with contract sum adjustment
- Subcontractor COI tracking and compliance monitoring
- Percent complete revenue recognition
- Integrated project scheduling with crew assignment
Real Estate Pro
Portfolio management, lease tracking, and property-level P&L for commercial and residential holdings.
- Property portfolio with GL auto-feed
- Lease management and tenant tracker
- Net Operating Income analysis by property
- CapEx tracking and cost segregation studies
- 1031 exchange planning and documentation
- Rent roll reporting with occupancy rates
Nonprofit & Fund Accounting
ASC 958 fund accounting, grant management, and donor tracking for churches, charities, and foundations.
- Fund accounting with restricted/unrestricted tracking (ASC 958)
- Functional expense allocation (ASC 958-720)
- Grant management with budget-to-actual reporting
- Donor management and acknowledgment letters
- Tithe and offering tracking for churches
- Form 990 auto-population from GL data
Equipment Leasing
Fleet registry, utilization billing, and maintenance tracking for equipment rental companies.
- Fleet registry with asset specifications and photos
- Rate cards with daily, weekly, and monthly pricing
- Utilization tracking and automated billing
- Maintenance scheduling and cost tracking
- Insurance certificate management
- Customer self-service portal for reservations
Built to protect financial data
Enterprise-grade security controls, not afterthoughts. Every feature is built with compliance and data protection from the ground up.
Row-Level Security
PostgreSQL RLS policies isolate data per entity and user role
AES-256 Encryption
PII fields encrypted at rest using SubtleCrypto
Role-Based Access
5 roles with 16 granular permissions across all modules
Audit Trail
152 audit hooks logging every write operation
MFA Support
TOTP-based two-factor via authenticator apps
XSS Protection
Runtime sanitization layer prevents injection attacks
Session Controls
15-minute idle timeout, login lockout after 5 attempts
WCAG 2.1 AA
768 ARIA attributes, keyboard navigation, screen reader support
Plans that scale with your practice
No per-transaction fees. No surprise charges. Add industry modules only when you need them.
Core accounting and GL
All modules, CRM, reports
API access, consolidation
+$99/additional client
Ready to consolidate your financial operations?
Start a free trial. No credit card required. Import your existing data from QuickBooks or spreadsheets.
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