Feature
Smart Automation
Save hours every week by automating repetitive accounting tasks with intelligent rules and workflows.
What You Can Automate
Recurring Invoices
Automatically send invoices on a schedule (daily, weekly, monthly)
- Subscription billing
- Retainer invoices
- Auto-increment invoice numbers
Payment Reminders
Never chase payments manually again
- 3-day before due date
- Day of due date
- Weekly overdue reminders
Auto-Categorization
Transactions categorized based on smart rules
- Vendor matching
- Description patterns
- Amount rules
Journal Entries
Automatic GL postings for all business events
- Invoice → AR & Revenue
- Bill → AP & Expense
- Payment → Cash movements