In beta
What’s built today
Everything here works in the app now, in beta. Anything else is marked as coming later.
The ledger
Exact to the last decimal.
Sales and purchases
From a contact to a settled document.
Reports
Every figure leads back to its source.
Tax by country
Figures and files, ready for you to submit.
Ask Ledger
It proposes. You decide.
Security
What’s in place today, plainly.
The ledger
Double-entry books with exact decimal arithmetic, from the database to the screen.
- Chart of accounts per country, with groups, system accounts and archiving
- Journal entries with live balance checks, drafts, posting and reversals
- Foreign-currency lines, saved exchange rates and automatic rounding entries
- Opening balances, fiscal years, monthly periods, locking and year close
- Posted entries can’t be edited: you reverse them, and the original stays
Sales and purchases
From a contact to a settled document, with every step in the books.
- Invoices, credit notes, bills and debit notes, as drafts or posted
- A live preview of line amounts and tax that follows the same rules as the server
- Items with default prices, accounts and tax codes; tax codes with dated rate changes
- Payments received and made, allocated across documents, with exchange differences posted automatically
- Customers and vendors with balances per currency, payment terms and tax IDs
- File attachments on documents, payments and journals, and browser printing
Reports
Every figure can be traced to the entry and the document behind it.
- Profit and loss and balance sheet, with comparison columns
- Cash flow by the indirect method, with a check that it reconciles
- General ledger and day book, with links to entries and documents
- Receivables and payables ageing, per document currency
- Tax summary and trial balance
- CSV export and browser printing on every report; Excel files are coming soon
Tax by country
Tax figures and files from a pack for each country. Every pack is in beta and hasn’t been checked against official sources, so have your adviser check the figures. Nothing is filed for you.
- India: GST by place of supply, GSTR-1 file, GSTR-3B tables, 2B reconciliation, e-invoice and e-way bill files, TDS, Schedule III, advance tax, Tally export
- United States: nexus tracker, 1099 report, tax lines by form, estimated tax
- UAE: VAT 201 figures and a Corporate Tax estimate
- United Kingdom: the 9-box VAT return
- Germany and France: EC Sales List, DATEV CSV or FEC file, and UBL e-invoice files not yet run through official validators
- Other countries: a generic setup with no tax codes: verify tax settings with your local advisor
Ask Ledger
It works from your own books with no outside AI provider, and it only proposes.
- Answers common questions, with links to the report the answer came from
- Turns a simple sentence into a proposed journal entry, with a confidence figure
- Suggests accounts from your history and your own rules
- Reads a CSV bank statement and suggests an account per line; you create entries one at a time
- Points out anomalies, forecasts cash from what’s due, and lists what to fix before a return
Security
What’s in place today.
- Row-level isolation between organisations
- Field encryption for tax IDs
- A hash-chained audit log, with a check that it hasn’t been altered
- Two-factor sign-in with an authenticator app (TOTP)
- Roles for owners, admins, accountants, external accountants and viewers
- No telemetry: no analytics or tracking scripts
On your phone or laptop
Push notifications: coming soon.
- Installs as a web app
- Shows reports and ledgers you viewed recently when you’re offline, and keeps new invoice drafts on your device until you’re back. Nothing is posted offline.
- Signing out deletes what’s kept on the device