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Accounting & Reporting

Make informed decisions with confidence with fast, customizable access to essential financial data and reporting tools

Accounting & Reporting Highlights

Flexible General Journal ▾
Inventory Stock Status by Item Report ▾
Chart of Accounts with Sub-Accounts▾
Purchases by Item Summary Report ▾
Class Tracking and Reporting▾
Batch Reclass with Ease ▾
Robust Audit Log with Drill-Down ▾
Recurring Journal Entries ▾

Budgeting

Maintain control of your company's finances by relieving stress associated with sudden funding shortages. Stay organized and focused on your goals, have a clear understanding of your financial capabilities, take advantage of investment opportunities, and plan to reduce debt if necessary.

Unlimited Budget Creation in CustomBooks™

Collaborative Accounting

Collaborate with your accountant in real-time, using any device with internet access, regardless of location. Centralize your data in the cloud to ensure complete bank reconciliation and correct chart of account setup with your accounting team.

Collaborative Online Accounting easy to use Dashboards

Reporting

Evaluate your company's health anytime, anywhere using CustomBooks™'s diverse range of built-in and customizable reports. Use these reports to analyze data, monitor metrics, identify opportunities, detect positive trends, and realize cost savings.

Income Statement Comparative or Standard

Client Dashboard

Assess your company's health at any time and location with CustomBooks™'s comprehensive array of built-in and customizable reports. Utilize these reports to dissect data, evaluate metrics, uncover opportunities, identify positive trends, and save costs.

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Partners we Integrate with