Your books
Send us a file
Share files by drag & dropping them here, or select a file to upload
Action required
Announcement
Financial Reports
Your bank connections
Filed for you
Cash flow — last 12 months
Waiting on you
Waiting on you
Ask us a question
About your books, a report, a transaction — anything. It goes straight to
the team that keeps your books, with your file already attached to it.
Resources
Who has access
You, and anyone you’ve invited to help with your books — your bookkeeper,
your CPA. They see and answer the same questions you do; they can’t invite anyone else.
What we have told you
Your numbers
Your books
Your transactions
Your glass
Monthly close
All entities, combined
Financials
Reports
Sharing with us
Where your paperwork reaches us from, and whether each one is working.
Chart of accounts
Reconciliation
Counterparties
Classes
Send us a receipt
Snap it or drop the file in. We file it against your books. Handy, never
required.
Choose a file, or drop one here
PDF or photo · up to 20 MB
Documents
Need something from us?
Sign in with magic link
Enter your email
Or
This link isn’t active
Sign-in links expire from time to time for your security. Ask your bookkeeping team for a fresh one. You’ll be right back in.