Track income and expenses, send invoices, and hand your CPA a clean year-end package.
Bank imports, auto-categorization, invoicing, and reports — everything to replace your spreadsheet.
Invoicing, vendor management, 1099 generation, consolidated reports across clients.
Multi-property P&L, property-level reporting, and a year-end handoff your CPA can build a Schedule E from.
One price. Yours forever. One license includes every feature.
Your license never expires. When we release a major new version, upgrades are optional and discounted for existing customers — the version you bought keeps running indefinitely.
Connect your bank, import statements, migrate from other software, or start from scratch.
Two-step setup: name your business and pick its type. Your books are ready in under a minute.
Essential shows just what you need. Pro surfaces Chart of Accounts, journal entries, budgets, and advanced reports. Toggle anytime — every feature is included with every license.
Live bank feeds via SimpleFIN for automatic transaction sync, with your credentials never stored in the app.
Upload CSV, Excel, OFX, or QFX files from any bank. Auto-detect column mapping.
Rules, learned patterns, and smart matching categorize transactions automatically.
Review imported transactions, assign categories, approve. Bulk operations for speed.
Create rules like “Amazon = Supplies.” Fires automatically on every import.
Set up monthly rent, subscriptions, or contractor payments. Auto-reminders when due.
Every transaction creates a balanced journal entry. GAAP-compliant from the ground up.
A small-business chart out of the box. Add custom accounts anytime.
Match records to statements monthly. Visual UI shows running difference until $0.
Toggle between methods in Settings. Most small businesses use cash basis.
Nothing is deleted. Voiding creates a reversal entry for a complete audit trail.
7-point checklist, closing summary, and automatic closing entries. Lock and start fresh.
Line items, payment terms (Net 30/15/45/60), PDF export. Track aging and overdue.
Record full or partial payments. See who owes and for how long.
Track vendor bills, due dates, payment status. Record payments by check, ACH, or card.
Revenue vs. expenses for any date range. Monthly, quarterly, or annual.
Assets, liabilities, and equity at any point in time.
Where your cash actually went, including draws, transfers, and loans.
Transaction-level detail for every account. Filter by account, date, or business.
Verify debits equal credits across all accounts.
Set monthly budgets and compare to actual spending. Overspend alerts.
Print any report or export it as a PDF for your accountant.
Combine P&L and Balance Sheet across multiple businesses.
Built for US-based small businesses — 1099-NEC follows the IRS form; everything else is packaged for your CPA, who prepares the return.
P&L, transaction detail, and 1099 vendor totals for the tax year — one organized download your accountant can work from.
Close the books for the year: net income moves to Retained Earnings and the new year starts clean.
IRS-formatted PDFs and FIRE e-file. Batch generation for all qualifying vendors.
200+ plain-English answers, contextual tips, glossary, guided actions. Built-in, no API cost.
Catalog your products and services for invoicing, and classify COGS accounts for true gross profit on the P&L.
Track vendors, W-9 status, tax IDs, and 1099 eligibility in one place.
Your company file is a local SQLite database. Your books live on your Mac, not someone else's server. The app runs fully offline.
Opening your books asks for Touch ID, your Apple Watch, or your Mac password. No extra password to remember — macOS confirms it's you.
Snapshot backups to any folder you choose — point them at Google Drive or iCloud Drive for an off-Mac copy.
Optional password-protected AES-256 encrypted exports of your company data.
Apple Developer-signed and notarized for macOS. Launches without Gatekeeper warnings. Requires an Apple Silicon Mac (M1 or newer) on macOS 11+ — Intel Macs are not supported.
Unlimited businesses in one license. Switch with the Company Manager.
One license activates on up to 2 of your Macs — desktop and laptop — at no extra cost.
Bar inventory, e-commerce fee breakdown, job costing, batch production tracking — built for exactly how your business works.
Custom categorization rules, approval flows, report templates, and expense categories that match your industry.
Your own deployment with your branding, your domain, dedicated onboarding, and priority support from the shorestack team.