One feature per screen - built for operators who run more than one company. Browse by category, or open the docs for how to use it.
One transaction list across every company you manage.
FlagshipEvery bank and credit account across all your companies, with combined balances.
FlagshipOne set of rules that multiple similar companies share, so you never repeat the work.
FlagshipView financials rolled up across every company you manage, at once.
FlagshipMerge and unify records so different companies' financials consolidate cleanly.
Bill your customers and track what they owe, from draft to paid.
Quote a job before you invoice it, then convert accepted estimates into invoices.
Issue a credit to a customer without cutting a refund check.
Record a sale that was paid for on the spot - no invoice, no waiting.
Refund a customer in cash without touching an existing invoice.
Record customer payments and apply them against open invoices.
Give a customer a single document summarizing everything they owe.
Track what you owe vendors and pay them on your schedule.
Record a credit a vendor owes you and apply it to a future bill.
Pay one or more bills and keep your bank balance accurate.
Print physical checks for vendor bills straight from the app.
Classify every bank transaction into the right account, fast.
One transaction list across every company you manage.
Every bank and credit account across all your companies, with combined balances.
See every bank and credit account, its balance, and its activity in one place.
Group multiple payments into a single deposit that matches your bank statement.
Make direct debit/credit entries for adjustments standard forms cannot handle.
Set up a transaction once and let it post automatically on a schedule.
Match your books to your bank statement, period by period.
See profit and loss for any period, by account.
See assets, liabilities, and equity as of any date.
See where cash actually came from and went, not just profit on paper.
Every account and its debit or credit balance, in one list.
Every transaction, organized by account, for a period.
Every journal entry line, in the order it was posted.
See how much customers owe, grouped by how overdue it is.
The individual invoices behind your AR aging, not just the totals.
See how much you owe vendors, grouped by how overdue it is.
The individual bills behind your AP aging, not just the totals.
Every invoice that has not been fully paid, in one list.
Every bill that has not been fully paid, in one list.
Total balance owed per customer, at a glance.
Every open transaction behind a customer's balance.
Total balance owed per vendor, at a glance.
Every open transaction behind a vendor's balance.
Total revenue per customer for a period.
Every sale behind a customer's revenue total.
Total revenue per product or service for a period.
Every sale line behind a product's revenue total.
Net income contribution per customer for a period.
Total spend per vendor for a period.
Every transaction posted to a chosen account.
A focused worklist of overdue customer balances to chase.
Total payments per contractor for annual 1099 filing.
Every individual payment behind a contractor's 1099 total.
Compare a budget against what actually happened, period by period, with variance and % of budget.
The full list of accounts every transaction in the business posts to.
Everyday spending categories used when classifying transactions.
The catalog of things you sell, priced and ready to drop into an invoice.
Configure the tax rates applied to invoices, estimates, and sales receipts.
Standard due-date terms shared between invoices and bills.
One set of rules that multiple similar companies share, so you never repeat the work.
System-proposed classification rules based on your transaction history.
Set spending and income targets by account and track against them.
Connect bank feeds and other external systems for automatic syncing.
Your master list of everyone the business pays.
Your master list of everyone the business bills.
Bring in your existing transaction history from a bank export.
A record of every file you have imported, and its result.
Central place to view and manage every company you have access to.
Pick which company you are working in, with one login for all of them.
Create a new company or update an existing one's details.
Lock prior-period books so nothing gets edited by accident.
See who changed what, and when, across the company.
Get notified automatically when specific events happen in the books.
Automatically nudge customers about overdue invoices.
Issue API credentials for a company to integrate with outside systems.
View financials rolled up across every company you manage, at once.
Merge and unify records so different companies' financials consolidate cleanly.
Control who has access to the company and what they can do.
See what's included per plan on pricing, or how Count My Bucks compares to QuickBooks. Built for a specific setup? See franchise accounting, multi-entity bookkeeping, or bookkeeping for multiple clients.