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.