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Questions and answers

• Budgets & Goals
  monthly budgets by category and savings goals.
• Private & Secure
  encrypted backups, app lock, optional two-step sign-in, role-based access, audit log.
• Reports and Statements
  party statement summary, aging by party, open invoices, monthly sales and recovery, sales by staff, salary log, profit and loss, tax. PDF, Excel and WhatsApp, with an "Entry by" option on statements.
• Built-in Accounts & Cards
  cash, bank, credit cards (statement and due dates) and savings.
• Sales Reps and Team Roles
  owner, manager, editor, viewer and Sales rep. A rep sees only the parties assigned to them; staff logins are created by invitation or by the owner.
• Easy to Use on All Devices
  web, phone browser and Android app (works offline); Green and White looks, dark mode.
• Party Ledger (credit sales)
  sale, receipt, return, claim, discount and salary-recovery entries per customer, with invoice number, invoice file, credit days and due dates.
• Receivable & Payable Tracking
  who owes you and whom you owe, with reminders by WhatsApp and statements to send.
• Invoices, Quotes, Bills and Stock
  documents with tax, items, payments and low-stock alerts.

• Private and secure
  Role-based access, audit log, encrypted backups, app lock and optional two-step sign-in.
• Reports in one tap
  Party statements, aging, monthly sales and recovery, and staff-wise recovery as PDF, Excel or WhatsApp.
• Move from Excel safely
  Import the old ledger with a standard template and a preview that shows every mistake and balance before saving.
• Know who owes you, always
  Live balance of every customer, oldest sale paid first, with overdue amounts and aging by age.
• Sales reps see only their own parties
  Each rep logs in with their own account and sees and enters only their assigned parties, nothing else.
• One app for business and personal money
  Cash, bank, cards, savings, budgets and goals, plus invoices, quotes, bills and stock.

• Sales representatives
  Field salesmen who log in, see only their own parties, enter sales and recoveries, and track what is pending and overdue.
• Small business owners
  Shopkeepers, distributors and traders who sell on credit and need to know who owes them what, with invoices, due dates and reports.
• Accountants and managers
  Staff who keep the books, check statements, run aging and recovery reports, and import data from Excel.
• Individuals and families
  People who track cash, bank accounts, cards, savings and budgets in one private place.
• Freelancers and shop-level traders
  Sole proprietors who need simple invoices, receivables and payables without accounting software.