Every sale in your books
Till sales post to your own ledger. Reconcile the bank, pay suppliers, do the VAT — and let Financial Intake read supplier invoices for a person to post.
Who uses it
- Owner
- Bookkeeper
- Accountant
What it does
- Till sales posted to your ledger; VAT by rate on the reports.
- Bank reconciliation, suppliers and bills, VAT returns.
- Financial Intake reads invoices, slips and statements for a person to check and post.
- Payroll, budgets, fixed assets and multi-currency books on the larger plans.
How it works
- Close the till.
- Reconcile the bank.
- Post supplier invoices.
- Do the VAT.
The controls that protect it
- Nothing the AI reads posts until a person accepts it.
What it does not do (yet)
- Payroll is on the Enterprise plan.