Features

Profile
Centralizes management of company information, tax data, and bank accounts to ensure data integrity and accuracy.
Projects
Tracks and manages the financial progress of all projects, including revenue, expenses, and profit analysis.
Banks
Statements
Automatically imports and manages bank statements, enabling quick reconciliation of account balances and transactions.
Transactions
Records all bank transactions in detail, allowing for easy query and analysis with multi-dimensional filtering and categorization.
Resources
Documents
Efficiently manages all invoices and receipts, supporting categorization, uploads, and linkage to financial records.
Assets
Records and tracks the status and assignees of company equipment assets.
Payrolls
Generates employee payrolls, manages payment records, and supports tax and benefits calculations.
Contacts
Partners
Maintains records of customer and supplier information, managing business relationships and credit statuses.
Employees
Records employee information and documents, tracking reimbursement and salary records.
Accounting
Books
General Ledger viewable by year, quarter, or month.
Reports
Produces financial statements, including income statements and balance sheets, with support for custom analysis.
Taxes
Manages tax filing and payments, supporting tax rate settings, automatic calculations, and filing reminders.