Finance
Accounting
Collect your documents, keep your books up to date, and prepare tax returns, year-end and exports for your accountant.
Who it’s forOwners, bookkeepers, and your external accountant invited with read-only access.
What you do with Accounting
- Receive documents by upload, photo, a dedicated email address or an approved e-invoicing platform
- Read e-invoices exactly as sent, and file other documents in a few clicks
- Have supplier invoices approved, so they become posted purchase invoices
- Get entries for sales, payments, expenses and inventory with no re-keying
- Import statements, reconcile the bank, and prepare VAT returns or, in Québec, GST and QST
- Produce trial balance, general ledger, balance sheet and income statement, close and export the FEC
With the other apps
What Accounting shares with its neighbors, with nothing typed twice.
- InvoicingEvery invoice, credit note and payment becomes a journal entry
- PurchasingThe received invoice is matched to the order and the goods receipt before approval
- ExpensesA receipt paid out of pocket goes to that person’s expense report
- Point of saleEach day’s sales are posted as one entry, with taxes and payment methods
Not to be confused with
Invoicing or Accounting?
Invoicing faces your customers; Accounting keeps the company’s books for your accountant and the tax authorities.
Expenses, Purchasing or Accounting?
An employee paid for something: Expenses. The company orders from a supplier: Purchasing. A bill received to approve and archive: the documents in Accounting.
Drive, Accounting or Wiki & procedures?
Drive stores and shares your files, Accounting’s documents get bills and receipts approved and archived, and the Wiki captures the team’s know-how.
In the same area
Which plans include it
- Discovery: your free app of choice
- À la carte: added to your other apps
- Essential: as an add-on
- Complete: included, with every other app
Try Accounting for free.
With the Discovery plan, Accounting can be your free app, for up to 3 users. The other apps stay one click away.
