Everything below is built into BizBooks Pro's accounting desktop software — professional accounting tools running locally on your computer, without the professional price tag. Core features in every plan, with advanced tools as you grow.
Powered by Claude from Anthropic
Not just one trick -- eight distinct AI tools that automate tedious work and sharpen your financial visibility.
Produce transactions, invoices, and bills using plain English commands. The assistant already knows your customers, vendors, and chart of accounts -- just tell it what you need and watch it happen.
Powered by Claude from Anthropic Learn more →Bank imports are automatically sorted into the right accounts. The system observes your corrections and adapts its classification over time, reducing manual data entry to near zero.
Ask questions about your finances the same way you would ask a colleague. "How much did we spend on marketing last quarter?" gets an instant, data-backed answer without touching a report builder.
Your dashboard becomes a financial advisor. AI-generated insights highlight spending anomalies, revenue trends, and cash flow risks before you even think to look for them.
Handles the messiest bank data with ease. Fuzzy vendor recognition sees through abbreviations, composite deposit detection splits bundled payments, and description cleanup removes banking jargon automatically.
Snap a photo of any receipt or upload a vendor invoice PDF. The AI reads the document, extracts amounts, dates, and vendor details, then drafts the transaction for your approval.
Stop staring at rows of numbers. AI writes executive-level summaries of your financial reports in clear language and generates presentation-ready PDF exports you can hand directly to stakeholders.
Tell the AI your industry and business type during onboarding. It builds a tailored chart of accounts, suggests opening balances, and walks you through configuration so your books are structured correctly from day one.
GAAP-compliant double-entry bookkeeping that keeps your books CPA-ready.
Full double-entry accounting built on GAAP standards. Every transaction balanced automatically.
Learn more →Choose your reporting standard per company. Run US entities on GAAP and international entities on IFRS from one installation. 140+ countries supported.
Learn more →Pre-built chart of accounts ready to use, or customize to match your business structure.
Learn more →Import bank statements and match transactions. Catch discrepancies before they become problems.
Learn more →Record adjusting entries, accruals, and complex transactions with full audit trail.
Learn more →Automatic detection of unclosed years with user-controlled approval. Close your books with confidence.
Learn more →Same enterprise database trusted by NASA, Apple, Netflix & Goldman Sachs. Bank-grade reliability for your finances.
Learn more →QuickBooks slows at 200K transactions. Xero caps your accounts at 200. We handle 5M+ transactions and support 100+ concurrent users — scalable to 500+ without code changes. Full comparison vs QuickBooks, Xero, and FreshBooks.
Learn more →Connect your bank for automatic sync, or import from CSV, Excel, and PDF. Smart matching auto-categorizes.
Learn more →AI-powered setup creates a personalized accounting plan with custom accounts and tips for your business.
Learn more →Manage all your business loans in one place. Automatically calculate amortization schedules and record payments with principal-interest split journal entries.
Learn more →Route journal entries through a structured review process before they hit the ledger. Track every approval, rejection, and comment for a complete audit trail.
Learn more →Track every fixed asset with automated depreciation schedules. Three calculation methods (straight-line, declining balance, sum-of-years) with one-click journal entry posting.
Learn more →Plan your budget by account and period, then compare actual results against targets with professional variance analysis baked into the desktop app.
Learn more →Create professional invoices and accept payments your way.
Create professional invoices in seconds. Track status, send reminders, split into payment draws, and get paid faster.
Learn more →Bill multiple customers at once. Perfect for dues, memberships, and recurring group charges.
Learn more →Send professional estimates with optional payment schedules. Convert to invoice in one click. Perfect for contractors and milestone billing.
Learn more →Invoice customers incrementally as milestones are reached. Monitor how much of each estimate has been billed, collected, and held back as retainage.
Learn more →Create detailed account statements for every customer. Includes transaction history, aging buckets, and batch generation for all outstanding balances.
Learn more →Accept credit cards via Stripe or PayPal. Or record checks, cash, ACH - however your customers pay.
Learn more →Invoice in 15+ currencies with automatic exchange rates. Go global without complexity.
Learn more →Set up subscription billing. Invoices generate and send automatically on schedule.
Learn more →Give customers self-service access to view invoices, make payments, and download receipts.
Learn more →Charge a customer's credit card right inside your accounting desktop software — Stripe-powered, PCI-compliant, with automatic invoice application and merchant-fee posting.
Learn more →Capture every billable hour and business expense accurately.
Track billable hours with built-in timers. Convert time entries to invoices in one click.
Learn more →Record expenses and bills. Track what you owe vendors and manage accounts payable.
Learn more →Attach receipts and vendor invoices to bills, preview them in-app without downloading, and let vendors upload documents straight from their portal.
Learn more →Track stock levels, set reorder points, and manage product costs automatically.
Learn more →Save recurring transactions as templates. Monthly rent, utilities, subscriptions - one click to record.
Learn more →Never forget important deadlines. Task reminders for tax filings, payroll, reconciliations, and more.
Learn more →Set it and forget it. Automatic company backups, monthly report generation, and bank feed syncing.
Learn more →Understand your business with real-time financial reports and audit-ready compliance.
Income Statement, Balance Sheet, Cash Flow, Trial Balance - all the reports your accountant needs.
Learn more →See your financial health at a glance. Revenue, expenses, outstanding invoices, cash position.
Learn more →Build custom reports with the metrics that matter to your business. Export to Excel or PDF.
Learn more →True GAAP-compliant multi-entity consolidation. Auto-match intercompany invoices and bills, post balanced elimination journal entries, and read three-column statements showing rolled-up, eliminations, and consolidated totals.
Learn more →Multi-obligation contracts, standalone selling price allocation, contract modifications with three ASC 606 treatments, variable consideration, invoice binding, and the four required disclosure reports — built for audit, raise, or sale.
Learn more →Tag transactions by Class, Location, custom dimensions you define (Project, Booking, Sales Region), and Sales Rep. Filter every standard report and the custom builder by any combination. Five tagging dimensions, one ledger.
Learn more →Measure margin on every project. Track billable hours, revenue, and expenses with real-time dashboards so you know which jobs make money and which don't.
Learn more →Tools to manage customers, vendors, and multiple companies.
Manage multiple businesses from one account. Open separate windows to work on different companies simultaneously - side by side.
Learn more →Track customer info, payment history, and outstanding balances. Build better relationships.
Learn more →Keep vendor details organized. Track what you owe and payment terms.
Learn more →Manage employee records and run payroll from Gusto, ADP, Patriot, OnPay, Paychex, Square, Rippling, or your own provider — then import journal entries in one click.
Learn more →Admin, Manager, Accountant, Bookkeeper, Viewer - control who sees and does what.
Learn more →Access from iPhone, iPad, Android, or Chromebook. Desktop power, mobile convenience.
Learn more →Scale to 100+ offices worldwide. Centralized data, local performance. No per-user cloud fees.
Learn more →Capture business-specific data directly on invoices, bills, estimates, customers, vendors, and transactions. Choose from eight input types including pick lists, dates, and toggles.
Learn more →Professional tools to serve your clients efficiently.
Access client books remotely via invitation codes. Plus adjusting entries, working trial balance, and year-end close.
Learn more →Migrate from QuickBooks easily. Import chart of accounts, customers, vendors, and transactions.
Learn more →Create backups anytime. Restore to any point. Your data protected and recoverable.
Learn more →A beautiful Chart of Accounts with three views you'll really enjoy working in. Plus inline editing, report drilldown, and dark mode.
Learn more →Full-width workspace that scales to any monitor, collapsible navigation groups, and a sidebar that scrolls independently — accounting desktop software that respects your screen real estate.
Learn more →White-label, self-service dashboard for your accounting firm's clients. They view financials, exchange documents, and pay invoices through a portal branded as your firm — not QBOA.
Learn more →Network with business owners, accountants, and bookkeepers. Join free with your trial - stay a member forever.
Learn more →Monitor the financial health of every client at a glance. Automated scoring flags stale reconciliations, unreviewed bills, and aging receivables so nothing slips through the cracks.
Learn more →See what we're shipping, get real-time support, vote on features, and connect with business owners and accounting professionals who use BizBooks Pro every day.
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