Sales · Stock · Projects · People · The books, done for you
Sales, stock, projects, people and the accounts, all working off the same records. Raise an invoice and the bookkeeping is already done: the customer's balance moves, and the tax lands in the right box on your return. You never open an accounting screen to make it happen.
Raise the invoice. The books look after themselves, and you never open an accounting screen to make it happen.
An invoice you can still quietly edit isn't really an invoice.
Built for the fact that somebody else looks at these books.
Nothing here is trying to be the only system you run.
Find the dealbreaker now, not three weeks after you've moved a year of books across.
An accounting system holds records you're legally required to keep.
Every business is different. The paperwork isn't. See everything we do.
Most of the day happens in a van, and the paperwork waits until the evening. Whoever was on site, and the hours they got signed off, are already against the job by the time you invoice it.
The same box sells over the counter, off the website and down the phone, and the only question that matters is how many are left. One count, wherever the sale happened.
You quote a price before you know what the batch will cost. What the materials and the hours actually came to is the number that tells you whether the price was right.
Every client is a different login, a different layout and a different set of habits. Here they're one login, and each set of books keeps its own rules and its own people.
Most businesses land here from one of three places, and each one works right up until it doesn't.
| An invoicing tool | Spreadsheet and a bookkeeper | A full ERP rollout | ObraLedger | |
|---|---|---|---|---|
| When the books get written | Later, somewhere else | Monthly, in arrears | As you work | As you work |
| Fixing a mistake | Edit the invoice | Edit the cell | Credit note | Credit note, numbering intact |
| Stock, projects and staff | Separate tools | More spreadsheets | Included | Same system |
| Live in | An afternoon | Already there | Months, with consultants | An afternoon |
| What you can check first | A feature list | - | A sales process | The whole manual, limits included |
| Getting your data out | Varies | It's your file | Varies | Every plan, including free |
If you only ever send a handful of invoices, an invoicing tool is genuinely the right answer and you don't need this. Where it stops working is the month you need to know what you actually hold, what a job really cost, and what you owe - and those live in three different places.
Everything unlocked for a month. No card. Then keep what you made, free.
$ 0 forever
What you are left with when the trial ends, rather than a locked door.
$ 4.99 per user / month
For when you are sending real invoices to real customers.
$ 9.99 per user / month
For a business that holds stock, or whose paperwork has outgrown a hundred documents a month.
The short answers. Each one links to the page that goes into it properly.
ERP stands for enterprise resource planning, which is a grand name for one system holding the parts of a business that constantly have to agree with each other: what you sold, what you hold, what it cost you, who did the work, and what you owe. The alternative is rarely no system - it's four systems and somebody reconciling them on a Friday. You need one at the point where that reconciling costs more than the software does. If you send a handful of invoices a month and hold no stock, you genuinely don't need one yet.
See everything we do →Honestly? Software doesn't grow a business. Customers do. What this can do is stop the admin growing at the same rate as the revenue, and give you the numbers you need to make decisions with. Concretely: you can see what a job actually cost against what you budgeted, and get warned before a budget is gone rather than after. You can see where revenue actually comes from, which customers owe you and for how long, and what you're holding in stock. That's the difference between pricing on a hunch and pricing on last quarter's numbers.
See the reports →No, though yours will be happier than they were with a spreadsheet. The double-entry work happens underneath: you raise invoices and record payments, and the entries behind them write themselves. The one thing worth doing properly is your chart of accounts, because it's painful to change later - ten minutes with your accountant before you start beats an afternoon after your first quarter.
Read the guide page →Yes. Customers, products, ledger accounts and bank statements import from CSV or XLSX, and you map the columns yourself rather than reformatting the file first. Every upload shows you exactly what it is about to create, and nothing is saved until you say so. The usual approach is opening balances as a journal at a changeover date, with the history left in the old system - agree that date with your accountant before importing anything.
Read the guide page →No, and this is the one to read twice. Payroll applies the rates you set up. It has no country's tax rules built into it - no brackets, no thresholds, no allowances, no ceilings. We'd rather say that plainly than ship a plausible-looking default rate, because a plausible-looking default rate produces a payslip somebody files. If you need the tax worked out and withheld for you, use a payroll bureau and record the results here.
Read the guide page →Yes, on one login, with an independent set of permissions in each. You switch between them rather than signing in again. That's built for the way an accountant or bookkeeper actually works across a set of client companies.
Read the guide page →It leaves with you, on every plan including the free one. Software that's hard to leave stops having to be good, and an accounting system holds records you're legally required to keep. They're yours before they're ours.
Read the guide page →Two-factor authentication with any authenticator app, password rules you set for the whole company, login history you can review, and API keys for your own scripts, which you issue and revoke yourself.
Read the guide page →Pick whichever part of your business you want to fix first.
Somebody who might buy, before they're a customer: captured from your website, worked through stages, and forecast at what the deal is worth.
More about leads and quotes →
Quotes, invoices and credit notes, posted to the books the moment you finalize one - and sent out under an email template you designed yourself.
More about invoicing →
Where the journals, the bank import and the tax figures live, for the days you do want to look at them.
More about bookkeeping →
Payments allocated against the documents they settle, so a paid figure is worked out rather than ticked.
More about getting paid →
What is on hand at each location, moved between them, and counted without stopping the business.
More about stock →
Budget the work, track hours against it, and invoice the hours the customer signed off.
More about projects and time →
Your invoice is the one page every customer reads. Build it - blocks where you want them, your fonts, a watermark - rather than dropping a logo into somebody else's template.
More about document design →
The statements your accountant asks for, and the operational numbers you run the week on.
More about reporting →