Your books, run by conversation

Draft, send, and track invoices with automatic status tracking (draft → sent → paid → overdue). Customer-specific price lists auto-fill on every invoice. Recurring invoices built in. Customers can pay online via Stripe ACH — invoice marks itself paid automatically.

Capture orders, ship partial quantities, note substitutions, generate pack-list PDFs, and invoice from shipped quantities — not the original order amount.

Record expenses against IRS Schedule C categories, attach receipts, track accounts payable bills, and get warned before creating duplicates. Bulk-create from bank imports.

Live Plaid bank feed, CSV import, Ramp card sync, and AI-powered PDF statement import that works with any bank format. Fuzzy duplicate detection across all sources.

P&L, Balance Sheet, AR aging, Cash Flow, sales by customer and product. Native Schedule C with IRS line mapping on cash or accrual basis — no workarounds needed.

Log trips, choose standard mileage or actual expense method, and track Section 179 and bonus depreciation for heavy vehicles over 6,000 lbs GVWR.

Asset register with purchase date, cost, and useful life. Annual depreciation schedules auto-generated and fed directly into your Schedule C deductions.

Employee deferral and employer contribution calculations derived from net profit → SE tax → net-after-SE basis. Deduction flows directly into your Schedule C.

Plaid bank feeds, Shopify (embedded app), Stripe early-pay advances, Ramp corporate card, and QuickBooks data import.

Full K-1 reporting for multi-member LLCs (Form 1065), S-Corps (Form 1120-S), and C-Corps (Form 1120). Per-owner income allocation, capital accounts (Schedule M-2), S-Corp AAA account, state franchise taxes for CA and TX, and quarterly estimated tax schedules — all generated from your live data.

S-Corp stock basis + debt basis per shareholder — flags suspended losses (loss exceeded basis, not deductible this year) and taxable distribution excess. LLC outside basis per partner. IRS ordering rules applied automatically: income increases basis, distributions reduce it, losses consume remaining basis last.

NOL carryforward tracking with 80%-of-taxable-income limit (post-TCJA, indefinite). Retained earnings / Schedule M-2 reconciliation: opening + net income after tax − dividends = ending. Accumulated Earnings Tax risk flag (IRC §531) when retained earnings exceed $250k without documented business purpose.

Lot-level inventory with FEFO (first-expire-first-out) consumption. Per-product default shelf life auto-fills expiration on receive. Daily background sweep auto-expires and posts write-off journal entries. Expiry badges flag lots expiring within 7, 14, or 30 days. Included on the $49/mo plan — QBO requires $90/mo Plus and still doesn't track expiration dates.

Free mobile time-tracking app (clocker.easyaccounting.online) for hourly employees. Clock in/out from any phone browser — GPS geofencing confirms they're on-site. CA overtime rules (1.5× >8h, 2× >12h) auto-applied. Timecards sync directly to payroll. QBO charges $20+/mo for time tracking; we don't.

50-state jurisdiction lookup (city → county → state fallback) with CA CDTFA rates for all 58 counties. Per-line taxable flags, customer exemption certificates, nexus-state tracking. Liability report by state/period showing taxable sales, exempt sales, tax collected, and outstanding balance. Log remittances to state DORs, generate state return summaries (CA CDTFA-401, TX 01-117, NY, FL, WA…), and view a full filing calendar with due-soon and overdue alerts.