Settings

Two-way GL sync — every categorization lands in your books.

Full chart-of-accounts import for Xero-based clients.

Live feeds from every bank & credit account, deduped on entry.

Card spend with receipts matched & coded before it hits the GL.

Bills, approvals & scheduled payments synced to payables.

Employee expense reports checked against policy on import.

Payroll journals, accruals & employer taxes booked per run.

Enterprise payroll runs mapped to your GL coding.

Charges, payouts & processor fees reconciled to the bank.

In-person sales & deposits matched to daily summaries.

Tax calculated on every invoice, filings prepared per state.

Close checklists & unreconciled-account flags in one queue.