SmallBooks

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SmallBooks is a extensive bookkeeping tool designed to automate and streamline financial management for small businesses and individuals by connecting to bank accounts, importing and categorizing transactions, and generating detailed financial reports such as profit and loss statements, cash flow analysis, and balance sheets without the high costs of traditional accounting software. Its main features include bank feeds through Plaid, automatic receipt matching via smart image recognition, professional invoicing with payment tracking, multi-user access for teams or accountants, and support for managing multiple entities, all secured with AES-256 encryption and ensuring data privacy, thereby solving problems related to manual transaction entry, financial oversight, and time-consuming bookkeeping for small operations and sole proprietors.

SmallBooks można znaleźć w Accounting Software kategorie.

Produkty najbardziej podobne do SmallBooks to:

Receipt Bot Zweryfikowany profil Lansowany → Johnson-Collins Ultimate Zweryfikowany profil Lansowany → EasyBooks → SimplyBooks → Clear Books →

Zrzuty ekranu

Bliższe dane

SmallBooks Główne cechy

• Easy setup
  Get started in an afternoon by connecting your bank and adding receipts.
• Team access
  Invite your bookkeeper or partner who can see only what they need.
• Smart receipts
  Snap a photo of receipts, and the app matches it to a transaction automatically.
• Easy bank setup
  Connect your bank in two minutes or import statements manually.
• Bank connections
  You can connect your bank easily to import transactions automatically.
• Business reports
  Access detailed reports like profit and loss, cash flow, and tax summaries.
• Invoices & bills
  Create and send professional invoices and track what you owe with due dates.
• No extra modules
  Everything is in one tool, with no additional purchases needed.
• Receipt scanning
  Take a photo of receipts, and the app reads vendor, date, and amount for you.
• Bank feed updates
  Your transactions come in automatically and are categorized based on your rules.
• Financial reports
  Get reports like profit, cash flow, and balance sheet to see your money.
• Multi-entity support
  Keep personal and business books separate but accessible under one login.
• Invoices and payments
  Send invoices as PDFs, mark payments received, and keep track of what you owe.
• Automatic categorization
  Transactions are sorted into categories automatically using rules you set.
• Understanding your money
  Open reports show your profit, cash flow, and tax details clearly.

Odznaki

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