Bookkeeping & GL
Real GL with P&L, balance sheet, cash flow, and bank-feed reconciliation. Accountant-ready exports for the year-end filing.
| Account | 2026 YTD | 2025 YTD | Δ YoY |
|---|---|---|---|
| Revenue | |||
| Service revenue | $1,284,320 | $1,108,400 | +15.9% |
| Recurring contracts | $284,800 | $214,200 | +33.0% |
| Total revenue | $1,569,120 | $1,322,600 | +18.6% |
| Cost of goods sold | |||
| Materials | $418,200 | $362,400 | +15.4% |
| Subcontractors | $184,200 | $148,200 | +24.3% |
| Field labor | $284,400 | $262,300 | +8.4% |
| Total COGS | $886,800 | $772,900 | +14.7% |
| Gross profit | $682,320 | $549,700 | +24.1% |
| Operating expenses | |||
| Vehicles & fuel | $64,500 | $58,200 | +10.8% |
| Office & overhead | $71,400 | $68,400 | +4.4% |
| Sales & marketing | $31,400 | $24,800 | +26.6% |
| Insurance & licenses | $36,000 | $34,200 | +5.3% |
| Total operating expenses | $203,300 | $185,600 | +9.5% |
| Net operating income | $479,020 | $364,100 | +31.6% |
Operating P&L with month-over-month columns and the drill-down for one expense category to its source transactions.
A double-entry general ledger built into the platform — not a tacked-on accounting view. Every invoice, payment, expense, and payroll run posts automatically. Bank feeds reconcile daily with match suggestions; the bookkeeper confirms in minutes instead of reconciling line by line. P&L, balance sheet, cash flow, A/R aging, A/P aging — all standard, all live. Year-end exports go straight to your CPA or to QuickBooks if they insist.
What you can do with bookkeeping & gl.
Double-entry GL with auto-post from invoices, payments, expenses, and payroll
Bank-feed reconciliation through Plaid with intelligent match suggestions
Standard reports — P&L, balance sheet, cash flow, A/R aging, A/P aging
Class/department tagging for multi-location or multi-trade margin reports
Year-end exports in CPA-ready formats (Excel, IIF, QuickBooks Online sync)
Audit log: every entry, every edit, with timestamp and user
Bookkeeping & GL — answered.
The questions we hear most when operators are evaluating this module. Anything specific to your industry, your state, or your existing vendor — we'll answer on the discovery call.
01 Is this real bookkeeping or just a dashboard on top of a separate system? +
02 Can my CPA work directly in the platform? +
03 What if I'm currently on QuickBooks? +
The modules bookkeeping & gl talks to most.
Recurring + one-off invoices with reminders, late fees, and ACH/card auto-pay. Posts to bookkeeping on send — no double entry.
Card, ACH, tap-to-pay on a phone, plus the front-counter terminal. One place; one reconciliation against the deposit.
Receipt capture by photo, vendor categorization, mileage tracking, and one-click expense reports the accountant won't bounce.
Run the business
on one system.
Thirty-minute discovery call with the actual builders. Tell us your industry and what you're using now; we'll show you what a tailored build looks like.