Description:A professional business finance app designed to simplify bookkeeping, invoicing, and tax preparation for freelancers and small businesses. Centralize documents, track income and expenses, and collaborate securely with your CPA for accurate, compliance-ready reports. Get real-time insights, automated reminders for deadlines, and easy export options to streamline your financial workflow.
Core features:
- Invoicing and expense tracking with receipt scanning and smart categories
- Secure client portal for document upload, approvals, and collaboration with your accountant
- Real-time dashboards and tax-ready reports with PDF and Excel export
Ideal for small business owners, contractors, and startups seeking an efficient accounting app for bookkeeping, VAT, and tax filing.
How to use:1. Download the app, sign up with your email or phone, and complete your business profile.
2. Enter company details, tax information, and fiscal year settings, then connect your bank or import statements and receipts.
3. Create invoices, record expenses, and scan receipts with your camera to categorize transactions automatically.
4. Upload documents to the secure portal, share folders with your CPA, and use chat or scheduling to coordinate reviews.
5. Generate financial and tax-ready reports, export to PDF or Excel, and set reminders for payments, VAT, and filing deadlines.