Where the work
gets harder.
Invoices, payment updates and business context sit in separate places. Getting a current picture takes extra checking.
OWNERS & FINANCE TEAMSKnow what is due.
Know what is due.
Know what needs you.
Explore a modern approach to everyday financial work: understandable records, useful status and a clearer next action.
Where the work
A more connected
way to work.
Books is being shaped around a more usable financial workspace, helping the people running a business understand the information they rely on.
Experience FYBB Books ↗EXPLORE THE WORKFLOW
Find the right record
Start with the customer, invoice or business activity you need to understand.
See the current status
Distinguish what is paid, what is outstanding and what needs attention.
Review the next action
Use the context to decide whether to follow up, investigate or update the record.
Keep the picture current
Bring the outcome back into the working view.
Illustrative workflow. Final capabilities and supported integrations are to be confirmed.
MAKE IT RELEVANT TO YOUR COMPANYBring your
Bring your
working context.
Which financial tasks require the most checking?
Who updates and reviews business records?
Which existing accounting tools do you use?
What reports or tax requirements must be supported?
Discuss this workflow↗