Complete Tasks in Seconds
Our Tools are pre-built templates you can load into a spreadsheet anytime. They talk directly to your finance systems. They save you hours.
Quickbooks Online
A mainstay for fast-growing businesses, QBO is a critical tool that lacks some high-level functionality accountants rely on. Our QBO Tools power up that functionality:
Journal Entry Uploader: upload numerous large entries at once, with the click of a button. Finish your reconciliation, then simply sync your file with QBO to complete your close.
Depreciation & Other Schedules: upload numerous large entries at once, with the click of a button. Finish your reconciliation, then simply sync your file with QBO to complete your close.
Chart of Accounts Editor: easily manipulate the COA for your business or clients, to quickly build reporting that investors and managers are looking for.
Invoice Uploader: stop spending hours billing your clients. The invoice loader can create hundreds of invoices at a time in moments.
Bill Uploader: have a complex profit-share or payout structure? Keep track of AP the smart way by loading what you owe straight to QBO with the bill-loader.
Reports: grab data from your P&L, Balance Sheet or GL and download it straight to any spreadsheet. Create a model or report that uses this data to populate values, and now it updates with a single click of the download button.
Transaction Loader: get whatever you want pushed straight into your bank feed, without using the touchy .csv upload tool. Tag amounts as billable, manage bank accounts, and tag more flexibly.
Customers: edit customer data in bulk. Forgot to put addresses and emails into your customer data? Get ready to send invoices in a fraction of the time.
Vendors: It’s 1099 time and you’ve forgotten to check the “track 1099” box? Or worse yet, you don’t have address and tax data at all? Don’t waste time in QBO’s web interface, update it in bulk instead.
Stripe
Stripe is an extremely powerful tool for managing and charging your customers in a developer-friendly manner. But with flexibility comes complexity, and accountants can spend many hours understanding the various reports Stripe provides each month.
Transactions Report: download all transactions over any time period straight to our template. Quickly reconcile your balance sheet against your cash in, merchant fees collected, and total charges.
Invoices Report: download all customer charges, with additional subscription or charge data. Build a deferred revenue schedule that updates each month automatically with a single click. Then upload that to your accounting system with another click!
Shopify
Shopify makes eCommerce easy and approachable, but creates data management challenges of its own.
Order Lines Report: download every order straight to our template, including each SKU sold and the quantity. Use it to update dashboards or reports telling your team how many units were sold each week, and what the profit from those sales was.
Custom Reports: if we’ve learned one thing from working with eComm businesses, it’s that every team works differently. Getting the most out of your Shopify data is where our custom reports really shine!
Gusto
Sometimes your payroll doesn’t all fit into a single account every month. Re-allocating those payroll amounts is a chore, and we want to save you that time.
Payroll Report: it’s as simple as grabbing your payroll data by employee, by month (or day, week, year). Once you’ve got this data sitting pretty in our template, it’s a simple matter to re-allocate it using our Journal Entry upload tools.
Xero
Xero is another popular choice for early-stage businesses. It doesn’t have all of the features that QBO sports, but that doesn’t mean there aren’t plenty of opportunities to automate.
Reports: ever noticed that Xero reports come out with the columns backwards? Or that you’re limited in how many periods you can download at once? We solved these problems, and made reports you could download directly into our reporting template.
Journal Entries: updating manual journals in Xero can be testy. We’d rather you upload in bulk with our tool to make complex reconciliations that can be reused each month.
Invoices: when your business is doing well, it can take a long time to manage your AR. Uploading invoices to Xero in bulk can make getting paid less painful, and save you hours each month.
Custom Reporting
Businesses are unique, and so are their data needs. The Hub is designed with this in mind; we can build any type of custom report your business needs.