Features: Tracking & Manage

•  Real-time dashboard of all income sources  
• Add & view transactions
• Customer management tools for tracking clients
• Track daily, monthly or annually

• Auto-record mileage or enter manually
• Sort mileage by job, client or project
• Export easy mileage reports at year-end

• Track multiple grants from funding
• Assign expenses specifically to particular grants
• Stay compliant & meet deadlines
• Accurate & Timely Reporting
• Never miss a reporting period

Keep all your critical business docs safe and organized. 

• Encrypted, cloud-based storage 
• Upload documents safely
• Download documents securely
• Easily attach receipts or invoices to transactions 
• Access from anywhere with peace of mind

Get the big picture at a glance

• Access expense and income
• Upgrades for customize reports
• Visual graphs for instant insight into financial health
• Easily export reports during tax time or monthly reporting
• File your 1040 Schedule C forms with a breeze

Customize chart of accounts for 1040 Schedule C Tax Filers

• Personalize income and expenses categories
• Align with your industry, workflow
• Simplify quarterly reconciliation and year end filing
• Improve financial clarity with custom accounts