FinBooks pairs a real double-entry ledger with software your whole team can actually use — invoices that chase themselves, expenses that sort themselves, imports from anywhere, and tax time that stops being a season of dread.
Send quotes, convert accepted ones to invoices, set up recurring billing, record payments, and watch aging chase itself. Overdue items surface — you never go hunting.
Switching from Zoho, QuickBooks or a spreadsheet? Import customers, vendors, invoices, expenses, employees and your chart of accounts from CSV — with templates and a preview before anything lands in your books.
Bank rules learn your vendors — "UBER" becomes Travel, "ADOBE" becomes Software. Every match categorizes the transaction and posts the journal entry automatically.
Upload your bank statement as CSV, cash-flow forecasts, and true reconciliation: match your statement ending balance to the penny and clear the month.
P&L, balance sheet, budgets vs actuals, aging, cash-flow forecasts and tax summaries — accrual or cash basis, exportable, audit-ready by default.
Every action posts real debits and credits to a full chart of accounts and journal. A dedicated tax center tracks what you owe each quarter. Nothing is a black box.
"I imported two years of data from Zoho in one afternoon and closed my books in six minutes that Sunday night. My accountant thought I'd hired help."
"Every dollar traces to a journal entry. That's why my CPA moved three of her other clients over."