
Cash and accrual P&L, Balance Sheet, Trial Balance, and Cash Flow from one reconciled ledger.

Connect banks through Plaid. Smart Assign learns how you categorize and pre-fills each transaction.

Itemized invoices with sales tax and retainers. Clients pay by card or ACH, no account needed.

Rebuild your chart, contacts, and journal history from QuickBooks Online exports in minutes.

Sell products and services online. Orders flow straight into your books with revenue auto-posted.
Plans start at $31.99/month for small businesses (Company Silver). Accounting firm and staff plans are free. Client portal tiers start at $1/month. See our pricing page for the full list.
Yes. Drop in your QuickBooks Online Excel exports and AccountingWise rebuilds your chart of accounts, contacts, and full journal-entry history in minutes. Duplicate-safe, with a one-click undo window.
Yes. Flip between cash and accrual basis at any time and get P&L, Balance Sheet, Trial Balance, and Cash Flow reports that tie to the penny from one reconciled ledger.
AccountingWise brings practice management, marketplace, messaging, and firm tools into the same platform as your books. Plans are tiered so you pay for the capabilities you need, and you can upgrade as you grow. It also offers one-click QuickBooks import and Smart Assign bank categorization that learns from your patterns.