All features

Crypto investments

Buy, sell, transfer; track realized/unrealized gains and bank revaluation.

cryptofx
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Invoicing

Create, brand, preview, and email invoices.

invoicesemail
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Contacts

Customers and suppliers with CSV import.

crmimport
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Chart of Accounts

Accounts with codes and bank metadata.

glcoa
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Journals & Ledger

Journal entries with VAT and multi-currency.

ledgervatfx
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Taxes & VAT

Tax definitions, Estonian VAT helpers, and reports.

vatreports
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Rates (FX)

Manage currency rates for journals and reports.

fxrates
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Reports

P&L, Balance Sheet, Tax, and drill-down.

reportsanalytics
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Bills & OCR

Import PDF or image bills with hybrid OCR and rules.

billsocrai
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FX Revaluation & Gains/Losses

Unrealised for AR/AP; bank revaluation; realised on settlement.

fxrevaluationp&l
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Period Close (CYE → Retained)

Carry P&L into Current Year Earnings and then Retained Earnings.

closeretainedreports
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Bank Reconciliation

Transaction rules with conditions and actions.

bankrulesreconcile
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Expenses & Meters

Period runs, meters, bulk readings, and sharing.

utilitiesmeterssharing
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Organization & Users

Organizations, memberships, and per-user preferences.

orgusers
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Email

Inline invoice email rendering and delivery tracking.

emailinvoices
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