Everything users need to run clean books.
A practical system for personal books, business workflows, accountant handoff, and module-based growth.
Entries and core accounting
Income, expenses, transfers, categories, sources, currencies, attachments, search, and recycle recovery.
Insights and Financial Statements
Dashboard, Trial Balance, Profit & Loss, Balance Sheet, mapping warnings, and CA Export Pack.
Import Center
Bank, card, trade, price, billing, inventory, and statement imports with review before posting.
Reimbursements
Claim, approve, reject, pay, stage receipts, and preserve audit history.
Investments
Wallets, assets, buy/sell trades, portfolio, Switch Calculator, and Trade Ledger.
Billing and Inventory
Letterhead, invoices, estimates, purchases, tax, PDF output, stock movements, and valuation.
Vault, backup, and restore
Attach files, find them in Vault, sync devices, back up, restore, and protect demo data.
Companies and roles
Personal/business mode, company switching, members, roles, accountant access, and permissions.
Help and guided walkthroughs
Product help that tells users what to tap, enter, check, and avoid.