Accounting Software for Small Business

Got room for another app on your phone? Of course not. We’ve designed our software so you can access your account on your phone anywhere—all without the hassle of downloading and updating an app.

Do you work with vendors? You’re a business owner—of course you do! So, you need an easy way to pay those vendors and track payments. Simply select a vendor, enter payment details, approve it, and print paychecks. Add as many vendors as you need … there are no limits (we wouldn’t do that to you!)

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If you paid contractors during the year, don’t forget to take care of the necessary Forms 1099 and 1096. You can create and track as many 1099s and 1096s as your heart desires (we don’t charge extra), all within your account.

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Are you ready to go digital? If you opt into 1099 e-Filing, you can file your forms in our software with just a few clicks (nominal fees may apply). We’ll shoot it over to the IRS and states that participate in the e-Filing program for you!

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The Chart of Accounts is the backbone of your books. You can easily add, track, and manage asset, liability, equity, income, and expense accounts to keep your COA straight from the get-go.

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Are you guilty of losing track of customer invoices? You wear a million and one hats, so it’s OK to admit it … but now it’s time to get paid. Create, send, and track invoices to as many customers as you need.

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Let’s face it—plastic is the new green. Make it convenient for your customers (and you!) by accepting credit card payments. Simply set up a merchant account to get started. You’ll love how easy it is to get paid with the click of a button!

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There’s nothing better than when the money rolls in. Capture the moment by recording payments in your books. Recording payments is easy in your account—simply apply the money you receive to the correct product or service and get back to business to get some more.

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Importing bank transactions and saving your time has never been easier. Connect your bank account or credit card so that all your activity automatically flows into the software. If automatic imports aren’t for you, you can opt to manually record journal entries or upload a file.

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When it comes to your business, every department counts. Break down expenses and income by departments to see what’s making you money and where you need to tighten the belt.

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Our accounting software integrates seamlessly with Patriot Full Service or Basic Payroll.

We know that getting started is half the battle, so we made importing your data from your previous software a breeze. Import Chart of Accounts, trial balance, customers, vendors and contractors, and you’ll be up and running in no time flat.

You know when you made a mistake, but now you don’t have to live with it forever. Go ahead and edit or delete transactions to make things right. We’ll keep track of changes you made in a handy Modified Transactions Report…but it still will be our little secret.

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Have someone else who helps manage your books? This one’s for you. Have a whole crew? No problem. Adding unlimited users to your account is a breeze.

Want to limit the accounting tasks your added users can access? We've got that, too! Simply choose which permissions you would like for each user and voila!

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Let your inner itemizer out to play and add up to 8 levels of subaccounts to further categorize transactions. Adding and nesting subaccounts will give you greater detail to your transactions.

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Some things in life are irreconcilable. Your statements and accounting books shouldn’t be one of them. Compare your statements to your recorded software transactions for any asset, equity, or liability accounts and reconcile those differences.

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Want to give your customers a preview of what their bill may look like? You can do that by creating and sending estimates in your account. And the best part is, you can seamlessly convert it into an invoice when you’re ready with the click of a button—no magic wand needed.

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Do you hear invoices when you’re trying to sleep? The first step to a good night’s rest is to set up recurring invoices. Choose your start and end date, select your frequency, and catch a few ‘z’s.

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Let our software do the nagging for you. Decide when automatic payment reminders will be triggered for customers with past due invoices. So go ahead, give your customer the gentle nudge they need—without having to do it yourself.

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Your business is unique. Your templates should be, too. Keep it professional while also adding some flair. Customize estimates, invoices, and credit memos by picking a template, adding your logo, and selecting an accent color.

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Securely upload files and receipts & attach to any transactions to keep records stored and at your fingertips for easy access.

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