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features
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support

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Description

Streamline your financial tracking and reduce expenses while concentrating on the growth of your business; let us manage your bookkeeping needs. Start by answering a few simple questions about your company, and we’ll automatically import your income and expenses to ensure precise reporting. With just a few straightforward steps, you can generate a customized invoice that reflects your brand. Our free bookkeeping software is tailored for small enterprises, allowing you to easily connect your bank for account reconciliation. You’ll receive clear and precise profit and loss statements, as well as balance sheets. Transferring your current financial records to your accountant is a breeze. Speed up your payment process with Lendio; you can accept credit cards and bank transfers, ensuring faster access to your funds. Enhance the professionalism of your invoices and estimates by incorporating your branding elements, and set up recurring invoices so your customers can choose automatic payments. Delegate the entire bookkeeping process to our skilled professionals, and if you have any questions or concerns, you can easily chat with a bookkeeper for immediate assistance. This way, you can focus on what truly matters—expanding your business and serving your clients effectively.

Description

Generate invoices for your projects or sales and send them directly to your clients. Keep track of the accounts receivable for each customer with ease. Personalize the design of your invoices using our intuitive template builder, and conveniently email them to your customers. Our extensive inventory management system simplifies the process of monitoring stock levels, valuations, pricing, orders, quotes, and invoices. You can manage one or multiple warehouses from a single platform. Effortlessly pick, pack, and ship items as needed. Handle bill payments and incoming receipts with efficiency. Link your financial accounts and streamline your statement reconciliations with your banks. Access live cash balance updates and conduct transactions with just a few clicks. Create customized reports using your own company templates. Benefit from dedicated bookkeeping support, with an accountant available to provide unlimited assistance and guidance throughout the year. We meticulously gather, categorize, and log all your business transactions within our cloud accounting software, ensuring you maintain complete oversight of your financial health. With these tools at your disposal, you can confidently manage your finances and make informed business decisions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Stripe Yes 
Compliancely Yes 
GetMyInvoices Yes 
PayPal No 
PracticeAdmin Yes 
Square Appointments Yes 
Square POS Yes 
Square Payments Yes 
Square Payroll Yes 
Square for Retail Yes 
kpi.com Projects No 

Integrations

Stripe Yes 
Compliancely No 
GetMyInvoices No 
PayPal Yes 
PracticeAdmin No 
Square Appointments No 
Square POS No 
Square Payments No 
Square Payroll No 
Square for Retail No 
kpi.com Projects Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$10 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Lendio

Founded

2011

Country

United States

Website

www.lendio.com/small-business-software

Vendor Details

Company Name

KPI Software

Founded

2004

Country

United Kingdom

Website

www.kpi.com/en/best-business-management-software/accounts/

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History No 
Mobile Payments Yes 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation Yes 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger Yes 
Payroll No 
Revenue Recognition Yes 
Spend Management Yes 
Tax Management Yes 

Financial Reporting

"What If" Scenarios No 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company Yes 
Multi-Department / Project No 
Profit / Loss Statement Yes 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting Yes 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

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