Bank feeds and imports
Import bank CSVs, or connect supported US bank and card accounts through Plaid.
Read the guideCore bookkeeping on every plan.
Less busywork.
More business.
Beautiful invoices. Clearer books. Everything connected. Meet the tools that make the working day feel a little lighter.
Start Free
Take a closer look No credit card required.
48Currencies supported
14Built-in reports
UnlimitedInvoices & bills
Core bookkeepingIncluded on all three plans
Don’t just read about it. Try it.
01Banking & reconciliation
From bank line to
a clear set of books.
Bring in your transactions, review a suggested match and confirm it. Less hunting through records. More confidence in every entry.
Explore reconciliation Available on Standard & Plus plans
Statement Lines
Date / descriptionSpent / Received
Potential Matches (2)
14 Oct 2026Cheque 000318 · Da Nang PrintHigh-₫3,200
Statement Lines (1)
14 Oct 2026Card 4471 · Adobe-₫618
Select a statement line to reconcile.
14 Oct 2026Transfer Hanoi Dental
₫8,640MatchFind & MatchCreateTransfer
DetailsReceived
- Selected total:
- ₫8,640
- Statement amount:
- ₫8,640
- Difference:
- ₫0
Statement line reconciled
The remaining lines still need your review.
Select a bank statement line.1 / 3
Try matching a payment
More in banking5 connected capabilities
Your own file and spreadsheet feeds
Map CSV, Excel, Google Sheets or OneDrive transactions. Connect scheduled checks and review possible overlaps before importing.
Read the guideMatch and reconcile
Review suggestions, find a match, create an entry or make a transfer. You confirm what posts.
Read the guideBank rules
Apply consistent coding to repeating transactions, with your review before posting.
Read the guidePayments and transfers
Record receipts and payments, including cross-currency entries with a rate you confirm.
Read the guide02Sales & getting paid
Good work deserves
a great invoice.
Make every invoice feel like your business. Start with a ready-made design, make it your own, and give customers an easy way to pay.
Explore the document designer Available on Standard & Plus plans
New Design Template
Start blank or choose a ready-made design, then make it your own in the visual editor.
Selected starter: Modern Minimal
Three of the app’s starter designs. These previews are rendered from the actual templates.
Try a different invoice design
More in sales4 connected capabilities
Quotes, invoices and credit notes
Quote work, invoice customers and issue adjustments, with the records linked together.
Read the guideYour visual document designer
Choose an editable starter or build your own layout with logos, text and images.
Read the guideRecurring invoices
Generate repeat invoices on a schedule.
Read the guideOnline payments and reminders
Offer Stripe or PayPal invoice payments, send business emails and manage reminder rules.
Read the guide03Payment schedules
Split a sale into
payments, step by step.
Set a deposit, milestone payments and a final payment by percentage or amount. Each stage becomes its own invoice, with issue timing you can choose.
Explore payment schedules Available on Standard & Plus plans
New Payment Schedule
Bamboo Studio · VNDPayments
Split the total into dated invoicesQuick start:
PaymentShareDue dateAmount
Deposit30%15 Oct 2026₫5,400
Milestone30%15 Nov 2026₫5,400
Final payment40%15 Dec 2026₫7,200
Total ₫18,000100% · fully allocated
When to issue each invoiceIssue each invoice 7 days before it’s due, and email it to the customer.
Each payment becomes its own invoice and stays linked to this schedule.
Choose a split and see each invoice amount
More in payment schedules4 connected capabilities
Name each payment
Label each stage to match the agreement, from an upfront deposit to a final payment.
Read the guideSet shares and due dates
Split by percentage or amount, with each portion tied to its own date.
Read the guideChoose when invoices are issued
Issue each invoice before it is due, issue them all now, or issue each one manually as work is completed.
Read the guideTrack the whole schedule
See what is paid, invoiced and still to come, with every stage tied to its own invoice.
Read the guide04Purchases & expenses
Keep every bill.
Know what’s due.
Capture your supplier, dates and line items in one familiar form. Save a draft or approve the bill, then keep its balance and supporting records together.
Explore bills and purchases Available on Standard & Plus plans
New Bill
Bill Details
Bill NumberBILL-0087
Issue Date *14 Oct 2026
SupplierDa Nang Print
Due Date *28 Oct 2026
ReferenceKP-2038
Currency / Tax ModeVND · No Tax
Line Items
| Description / Account | Qty | Price | Amount |
|---|---|---|---|
| Printed brochures400 · Advertising | 1 | ₫3,200 | ₫3,200 |
Total₫3,200
BILL-0087
Awaiting PaymentBill Details
- Supplier
- Da Nang Print
- Reference
- KP-2038
- Issue Date
- 14 Oct 2026
- Due Date
- 28 Oct 2026
Amount Due₫3,200
Bill approved. The amount due remains until a payment is recorded.
Create and approve a sample bill
More in purchases4 connected capabilities
Bills and purchase orders
Raise purchase orders and track supplier bills, due dates and payments.
Read the guideExpense and mileage claims
Submit reimbursable spend and mileage, with receipts and a record of the review.
Read the guideMulti-level approval chains
Use named or role-based approvers, any/all rules and routing by amount or claimant role.
Read the guideRecurring bills and batch payments
Generate recurring bills and record payments to multiple suppliers together.
Read the guide05Approval chains
Your approval process.
Built into the books.
Start with a template, choose people or roles, and build your approval levels. Route expenses by amount or claimant role, with a clear record of every decision.
Explore approval chains Available on Standard & Plus plans
New chain
AdminClaims move through the levels in order. Each level is either “any one of” or “all of” its approvers.
Details & routing
When This Chain Applies
Claims matching every condition below use this chain. Higher priority is checked first.
Start From a Template
Approval Flow
2 levelsExpense claim filed for approval
Level 1
The first approval on this level advances the claim.
Level 2
The first approval on this level advances the claim.
Approved — bill created and posted
Preview
1. Any one of Alex Lee → 2. Any one of Accountant
Choose a template and change the approval rule
More in approvals4 connected capabilities
Start from a template
Choose Manager, then finance; Either of two people; or Both must sign off.
Read the guideAny or all approvers
Choose a named member or eligible role. Require the first approval or everyone at a level.
Read the guideRoute claims by rules
Set an amount range, claimant role and priority, with a fallback for claims that do not match another chain.
Read the guideTrack each decision
See pending, waiting and completed steps. Final approval creates the supplier bill for reimbursement.
Read the guide06Reports, tax & currencies
See the story
behind the numbers.
Understand what you earned, what you spent and what’s left. Explore your reports, tailor their layouts and work across 48 currencies.
Explore reports Available on Standard & Plus plans
Profit & Loss
AccrualVNDComparatives: Off
Bamboo Studio
Profit & Loss
1 Sep 2026 to 30 Sep 2026
Vietnamese Dong| REVENUE | |
|---|---|
| Sales | ₫86,420 |
| TOTAL REVENUE | ₫86,420 |
| EXPENSES | |
| Direct Costs | ₫31,260 |
| Operating Expenses | ₫18,345 |
| TOTAL EXPENSES | ₫49,605 |
| NET PROFIT | ₫36,815 |
Bamboo Studio
Profit & Loss
1 Oct 2026 to 31 Oct 2026
Vietnamese Dong| REVENUE | |
|---|---|
| Sales | ₫102,680 |
| TOTAL REVENUE | ₫102,680 |
| EXPENSES | |
| Direct Costs | ₫36,740 |
| Operating Expenses | ₫19,480 |
| TOTAL EXPENSES | ₫56,220 |
| NET PROFIT | ₫46,460 |
Showing September 2026.
Choose a period, then run the report
More in reports & fx5 connected capabilities
A dashboard that fits your day
Arrange cards, choose shortcuts and see the bank lines still waiting to be reconciled. Your view follows you across devices.
Read the guide48 currencies, built in
Use enabled currencies across accounts and documents, with realised and unrealised FX reporting.
Read the guideAll 14 built-in reports
Profit & Loss, Balance Sheet, Cash Flow, aging, tax, ledger and inventory reports.
Read the guideYour own report layouts
Group and rename lines, add comparison columns, and save Profit & Loss and Balance Sheet layouts.
Read the guideTax rates and reporting
Configure tax rates and combined components; use the tax reports relevant to your organisation.
Read the guide07Inventory, assets & projects
Know what each
job brings in.
Connect a project’s invoices and costs to see its profit. Keep inventory, fixed assets and customer records in the same accounting system.
Explore projects Available on Standard & Plus plans
Studio fit-out
ActiveBamboo Studio · VND · PRJ-0001
Contract value (excl. tax)₫108,000₫21,600 not invoiced or scheduled yet
Invoiced (excl. tax)₫86,400Received ₫64,800 · Owed ₫21,600 (incl. tax)
Costs (excl. tax)₫52,760Expenses and cost of goods sold, as posted
Profit₫33,64038.9% margin
Documents
| Date / Number | Type / Contact | Status | Amount |
|---|---|---|---|
| 14 Oct 2026INV-0042 | InvoiceBamboo Studio | Paid | ₫64,800 |
| 14 Oct 2026INV-0048 | InvoiceBamboo Studio | Awaiting Payment | ₫21,600 |
| 14 Oct 2026BILL-0087 | BillSaigon Interiors | Awaiting Payment | ₫52,760 |
3 documents · Page 1 of 1
Filter the project’s linked documents
More in operations4 connected capabilities
Products and inventory
Manage items and tracked stock using weighted-average costing.
Read the guideFixed assets
Record assets and depreciation, with their accounting entries connected.
Read the guideProjects
See the invoices, payments, costs and profit belonging to a job.
Read the guideContacts
Keep customer and supplier details alongside their documents and transaction history.
Read the guide08Team controls & files
Your team,
with the right access.
Give people the tools for their role. Keep supporting files close, follow recorded changes and protect earlier entries with a lock date.
Explore team permissions Available on Standard & Plus plans
Edit Role
Details
Permissions
Each toggle grants one permission.
Documents
Accounting
Try the View only setting and permission switches
More in team & files6 connected capabilities
Roles that fit your team
Start from ready-made roles or set custom permissions, including view-only access.
Read the guideAudit history and lock dates
See recorded changes and protect dated accounting entries with the organisation lock date.
Read the guideFiles and attachments
Organise attachments in a searchable library and link supporting documents to your records.
Read the guideRecovery before replacing imports
Recover to a saved point before an organisation import or full Xero migration, with a preview and confirmation on active plans.
Read the guideRoll back your books on Plus
Choose a saved time, review the changes and confirm a permanent rollback. Check recorded sent emails and payment activity afterward.
Read the guideJournals and account structure
Maintain your chart of accounts and adjusting journals with controlled posting access.
Read the guide09Integrations & data freedom
Your tools. Your data.
Your next move.
Connect through the API or an assistant with OAuth permissions. Bring your history with you, and export your organisation’s records and files when you need them.
Explore data portability Available on Standard & Plus plans
Data Management
Export Data
Download a complete archive of your organization’s data, including all accounts, transactions, invoices, bills, contacts, and attachments.
The zip holds an Excel workbook of your records and your files named by date and document.
Organization export in progress — running in the background.
You don’t need to wait here. When it’s ready, we’ll email you a download link (valid for 7 days).
Your export is ready.
The app emails a download link to your sign-in address, valid for 7 days. You can also download it from this screen.
Archive contentsExcel workbook · Organisation recordsAttachments · Original uploaded files
Walkthrough:
Follow an organisation export. Demo only, not functional.
More in connections4 connected capabilities
Connect your AI assistant
Use MCP and OAuth permissions to connect an assistant, with an audit trail of its actions.
Read the guidePublic API and sandbox
Build integrations against the documented API and try them in the sandbox.
Read the guideFull organisation export
Export your business records and uploaded files. Preview and rehearse an archive import before replacing data.
Read the guideSwitch from other platforms
Move with opening balances and open items at your conversion date, import CSVs, and keep older documents for reference.
Read the guideOne platform. The whole picture.
Pick your plan.
Grow at your own pace.
Free includes core bookkeeping, custom reports and approvals. Choose Standard or Plus for automation, uploaded files and paid modules.
Start Free
See pricingNo credit card required.