BOOKKEEPING
Categorize Bank Transactions
Review and assign bank transactions to the correct income, expense, asset, or liability accounts to maintain accurate financial records and reporting.
Reconcile Bank Account
Compare bank statements with recorded transactions to ensure accuracy, identify discrepancies, and maintain up-to-date financial records.
Create and Send Invoices
Generate professional invoices, record customer billing details, and send invoices promptly to ensure accurate payment tracking and timely collections.
Generate Financial Reports
Prepare and analyze financial reports, such as Profit and Loss, Balance Sheet, and Cash Flow reports, to provide insights into business performance and financial health.
Generate Financial Reports
Profit and Loss (This Month)
BALANCE SHEET
CHART OF ACCOUNTS
EXPENSE
INCOME
LIABILITY
