| CLEARED | Date | Description | Account | Category | Property | Machine | Amount | ✓ |
|---|
| Invoice # | Client | Issue Date | Due Date | Status | Total | Actions |
|---|
Upload CSV files from your bank or credit card. Formats auto-detected:
Chase Bank of America Wells Fargo Citi Capital One Generic CSV
Bank or credit card CSV files
Export Your Data
Download all transactions for the current entity and date range as a CSV file.
| Address | Type | Units | Occupied | Purchase Price | Market Value | Loan Balance | Equity | Monthly Rent | Cap Rate |
|---|
| Name | Location | Vendor | Type | YTD Revenue | YTD Expenses | YTD Net |
|---|
| Product | SKU | Category | Qty | Cost | Price | Margin | Value |
|---|
Automatic Bank Sync
Connect your bank accounts and credit cards to automatically import and categorize transactions. No more manual CSV uploads — your books stay up to date in real time.
Powered by Plaid · Your credentials are never stored on our servers
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Used for reports, dashboard, and Buzz date calculations
Manage who has access to your books. Admin = full access, can invite/remove members. Bookkeeper = add/edit transactions, categorize, invoices, reports. Viewer = read-only.
| Name | Role | Status | Actions |
|---|
| Name | Type | Currency | Transactions | Actions |
|---|
| Name | Phone | Billed | Paid | Outstanding | Actions |
|---|
Auto-categorize transactions based on description patterns. Rules are applied during import and when using "Apply Rules" on the transactions page.
Track who changed what and when. All creates, updates, and deletes are logged.
Export all transactions as CSV for your CPA or for backup purposes.
Danger Zone
Permanently delete all transactions for the current entity. This action cannot be undone.
Upload a bank statement CSV to match against your book entries. The system matches by date (±2 days), exact amount, and fuzzy description.
No reconciliations yet
Export Transactions (CSV)
Download all transactions for the current entity as a CSV file
Reports ZIP
Income statement, balance sheet, and transactions as CSVs
Full Database Export
Export all data as JSON for backup or migration
Auto-Backup
Save a timestamped backup to the server backups/ folder
Upload a JSON backup file to restore data. Existing data will not be overwritten (duplicate IDs are skipped).
No auto-backups yet
Chart of Accounts
