Client Add-On — Books & Record-Keeping

Know what you made. Every month.

Accounting and record-keeping software built for the trades. Snap a receipt and it's in your books. Real profit & loss — without the QuickBooks headache.

No spreadsheets No accounting degree Your own private system
Sound Familiar?

The truck-console accounting system

You're great at the work. The paperwork is what piles up. And every year it costs you money — in missed write-offs, mystery expenses, and accountant hours spent untangling the pile.

The console full of receipts

Every supply run ends as a crumpled receipt riding shotgun. Half of them fade before anyone reads them — and every faded receipt is a write-off you don't get.

The mystery month

Money came in, money went out. What did you actually keep? Right now, answering that means a free weekend you don't have and a spreadsheet you don't trust.

The January scramble

Tax season means a shoebox, a guess, and an accountant billing by the hour to reconstruct your year. It doesn't have to go like that.

Receipts

Snap it. It's in your books.

Point your phone at the receipt before it hits the console. The details get read automatically — vendor, date, total, category, even the receipt number — and it's saved as an expense with the photo attached.

  • Learns your regular suppliers and files them the same way every time.
  • Handles photos and PDFs — receipts, invoices, even a check someone hands you gets recognized and filed as money in.
  • You review before anything saves. Fix a field with one tap.
Statements

Drop in a statement. Every line, sorted.

Upload a bank or credit card statement — PDF or photo — and every transaction on it gets pulled out, dated, and categorized for you. Deposits land as income, purchases as expenses, card payments get set aside so nothing double-counts.

  • A whole month of card charges, entered in one shot.
  • Everything queues for your approval — check the lines you want, nothing imports without your say-so.
  • Catch up a quarter — or a year — in an afternoon, not a lost weekend.
Checks

Write and print checks, minus the checkbook math.

Type a payee and an amount. The check fills itself out — written-out dollars and all — numbered in sequence, ready to print, and recorded in your books the moment it exists. No duplicate check numbers, no forgotten stubs.

  • Prints on your check stock, tracked from draft to cleared.
  • Each check lands in the right expense category automatically.
  • Snap a photo of a check someone wrote you — it's read and filed as income.
Ask Your Books

Ask a question. Get a straight answer.

No reports to configure, no filters to learn. Type a question the way you'd text it, and your books answer — from your actual numbers.

  • "What did I make this month?" "Who am I spending the most with?"
  • Flags duplicate charges and recurring bills that quietly went up.
  • Compares this month to last, so surprises surface early.
Tax Time

January, already done.

One tap builds a clean profit & loss for any stretch of time — this month, the quarter, the whole year — with every category totaled and last period right beside it. Print it, save it as a PDF, or email it straight to your accountant with the spreadsheet attached.

  • Your accountant gets clean, organized numbers — not a shoebox.
  • Exports in the formats accountants ask for, including QuickBooks-ready files.
  • Every expense has its receipt photo attached, if anyone ever asks.
Day To Day

Thirty seconds a receipt. That's the whole system.

No end-of-month data entry. No Sunday nights with a spreadsheet. The bookkeeping happens in the parking lot, before the receipt can get lost.

1
7:58 AM

Buy the materials

Lumber, fasteners, adhesive. Receipt in hand, coffee in the other.

2
7:59 AM

Snap it in the lot

One photo. The details are read automatically and filled in for you.

3
8:00 AM

Done. For good.

Categorized, photo attached, counted in this month's numbers. Toss the paper.

Built In

Everything else the paperwork needs

All your companies, one place

Run two LLCs? Each keeps its own books, checks, and reports — you switch between them with one tap.

Profit by job

Tag money in and money out to a job, and see what each one actually paid you — not what you hoped it did.

A filing cabinet that can't get lost

Contracts, insurance certificates, statements — stored with the company they belong to, findable in seconds.

Plays nice with your accountant

Print, email, or export your books in the formats accountants already use — including QuickBooks-ready files.

Lives on your phone

Installs to your home screen like an app — no app store, no updates to manage. Works at the desk too.

Nothing disappears

Automatic backups, one-click restore, and a running log of every change — who made it and when.

The Part Nobody Else Offers

Your own system. Not an account on someone else's.

Most software puts your numbers on the same platform as everyone else's — you're one login among millions. This works differently: every client gets their own private copy of the software, set up and maintained by me.

  • Your own web address, running just for your business.
  • Sign-in by invitation only — you decide exactly who gets in, whether that's just you or you plus a partner and your bookkeeper.
  • Your data lives in your system and nowhere else. No shared database, no other companies' books next to yours.
  • I build it, hand you the keys, and keep it running — same as your website.
The Status Quo

The shoebox, the subscription, or this

Getting started
Free — until January
You set it up, after the tutorials
Set up for you, ready on day one
Day to day
Save everything, sort it later
Menus made for bookkeepers
Snap a photo, tap save
Who it's built for
Nobody, honestly
Accountants
People who run crews, not ledgers
Where your data lives
A drawer and a laptop
Their platform, with everyone else's
Your own private instance
Tax time
The scramble
Clean — if you kept up with it
One tap: P&L, ready to hand over

Already have an accountant on QuickBooks? Good — this hands them clean, QuickBooks-ready exports. You get the easy side, they keep theirs.

Add It To Your Project

One builder. Your website and your books.

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Custom add-on pricing

Quoted with your website project — one conversation, one build, both handled by the same person you already trust with your site.

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Stop guessing

Know what you made — every month

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