Bookkeeping that starts where deals end.
Quotes and invoices flow straight from won deals, expenses reconcile themselves, and tax-ready reports are one click away — all linked back to the customer that created them.
Financial operations, on autopilot
A connected accounts module so the money side of every deal is handled without double entry.
Quotes → invoices
Convert a won proposal into an invoice instantly — no re-keying, fully linked to the deal and account.
Expense capture
Log and categorize expenses, attach receipts, and reconcile against transactions with AI assistance.
Auto-reconciliation
Match payments to invoices and expenses automatically, with exceptions flagged for review.
Multi-currency
Invoice and report in multiple currencies with up-to-date conversions.
Tax-ready reports
Generate clean, exportable reports your accountant will actually thank you for.
Linked to CRM
Every invoice, payment and expense ties back to the customer and deal in your CRM.
How Accounts works
From first touch to closed outcome — here's the flow.
Win the deal
A deal closes in CRM — its proposal and line items are ready to bill.
Invoice
One click turns the proposal into an invoice, sent to the customer with payment terms.
Collect & reconcile
Payments are matched automatically; expenses reconcile against transactions.
Report
Tax-ready reports and exports are generated on demand for you and your accountant.
No more double entry
Because Accounts shares one source of truth with CRM, the numbers are always in sync — win a deal and the invoice is already half-written.
- ✓ Deal → invoice in one click
- ✓ Customer & deal linkage
- ✓ Shared contacts and accounts
- ✓ Real-time revenue visibility
Clean books, less busywork
Automation handles the repetitive parts — categorizing, matching and reconciling — so closing the month takes hours, not days.
- ✓ AI expense categorization
- ✓ Automated reconciliation
- ✓ Multi-currency support
- ✓ Exportable tax reports
Frequently asked
Does this replace my accountant?
No — it makes their job easier. Accounts keeps clean, exportable books your accountant can work from.
Can I use it without the CRM?
It works best connected to CRM, but you can create invoices and log expenses directly too.
Which currencies are supported?
Major world currencies, with conversions applied at invoice and report time.
Explore the rest of the studio
Close your books without the busywork.
Invoicing, expenses and reporting — connected to the deals that created them.