Track payments and deposits, log every expense with receipts, and pull material and work orders in as costs — so each job shows a real net profit, not a guess.
The Overview tab shows five summary cards — total invoiced, total paid, outstanding, total costs, and net (paid minus costs) — with a cost breakdown by category and every invoice balance. Export a client-ready account statement PDF straight from the tab.
Record payments against an invoice or as an unapplied deposit or pre-payment with no invoice attached — apply it later. Negative amounts record payouts and refunds, payments auto-update invoice balances, and every entry lands in a payment ledger with audit stamps and Ontario-timezone dates.
The Expenses ledger is the single source of truth for job costs — category, paid/unpaid status, vendor, method, reference, and an attached receipt or invoice image. A Cost sources panel pulls in material orders (with the amount pre-filled) and work orders, deduplicating against what's already tracked so nothing gets double-counted.
Ready to put Accounting to work?
Every feature is included in one plan — start free for 14 days.