Short, practical guides to every part of the product, from connecting your bank to closing the month. New guides and walkthrough videos land here regularly.
What to expect the first time you sign in: six quick steps from secure account to ready-to-use books.
Link your bank through Plaid, sync transactions automatically, and map accounts to your general ledger.
Categorize with AI, match payments to bank lines, and close each month with a signed-off reconciliation report.
Give vendors one email address. AI reads each invoice and creates a draft record for your review.
From draft to approved and posted to your GL, with an approval workspace that makes sure the document actually got read.
Create vendors, approve them before they can be paid, and keep W-9 and 1099 tracking attached to every record.
Get W-9s on file with AI extraction, track which vendors are missing one, and stay ready for 1099 season.
Track contractor payments against IRS thresholds all year, catch missing W-9s early, and generate forms with one click.
Control tests run on every entry, all period long. See the results, work the findings, and download the audit packet.
Every sign-in, settings change, approval, and posting is recorded with who, when, and a before/after diff.
One screen that knows every blocker between you and a closed period, and won't close it until they're resolved.
Journal entries, trial balance, general ledger, and fiscal periods: the double-entry core, with guardrails.
Ask questions in plain English, get answers from your live books, and confirm every action before it happens.
Add teammates with the right level of access, from read-only viewers to full admins.