Financial records
Bookkeeping
One place for income, expenses, mileage, grants, budgets, receipts, reconciliation, and reports. Banking credentials are never stored.
Record money in or out
Enter and review income, expenses, transfers, receipts, categories, and funds.
Mileage & reimbursements
Track trips, reimbursement due and paid, and your annual Accountable Plan.
Funds & budgets
Manage grants, restrictions, Startup Budget, and other funding.
Reconcile
Review unreconciled activity and save a monthly reconciliation without bank credentials.