Feature | Basic Service | Premium Service |
---|---|---|
Cost | Free | $12/month |
Plaid Link & Transaction Sync | ✘ | ✔ |
Receipt Upload & Storage | ✘ | ✔ |
Account Simple flips traditional accounting logic upside down. Our unique approach to bookkeeping places the credit account on the left and the debit account on the right. We chose to do this to better represent where the money comes from to where it goes to in a left to right context. This will make more sense as you begin to route transactions to accounts in the transaction table.
Our dashboard provides real-time insights into your financial health. It features a dynamic balance sheet and profit and loss statement, allowing you to monitor your business performance at a glance. Stay informed and make data-driven decisions with ease.
Your objective as the bookkeeper is to get the balance sheet to balance and show all the correct balances in each account. This will happen when all transactions are in the system and all transactions have the correct accounts assigned to them.
Our powerful transaction table quickly organizes your financial data, making it easy to track every dollar. Sort, filter, and find transactions with just a few clicks. We’ve done our best to minimize the time you spend searching the site to figure out what needs to be done to balance your books.
Our premium service offers seamless integration with Plaid. Plaid retrieves your transactions from your bank and places them in your data set automatically synchronizing, ensuring that your records stay up to date without extra mouse clicks.
With Account Simple, you have the ability to share your accounting data with colleagues and bookkeepers. Just send them an email invite in the settings tab. Invitations last for 24 hours.
*development in progress*
Effortlessly manage sales with our integrated Point of Sale system, designed to keep the checkout process smooth and the back-office accounting even smoother.
Generate key financial statements with ease. Whether it's a balance sheet, profit & loss statement, or cash flow analysis, you’ll have all you need to make informed decisions.
Keep your customer and vendor information organized. Our platform allows for meticulous account management, setting the stage for lasting business relationships.
Our dashboard provides a holistic view of your business’s financial health, crafted around simple yet powerful interactions with the software.
Experience our commitment to clarity with a UI that’s as clean as it is functional. Navigate through your bookkeeping needs with an interface designed for simplicity and speed.
With an eye towards comprehensive service, we're excited about the upcoming integration of payroll functionality – taking another task off your plate.
Join us today and take the first step towards effortless financial management.
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