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For operators~40s· 3 steps

Your books

P&L, a real general ledger, and invoices — derived from jobs.

Vendor operator / finance

Goal — By the end you'll know where your P&L, balance sheet, and invoices live — all computed from jobs, not spreadsheets.

Step 1 of 3Start at the overview
Your books — step 1: Start at the overviewDesktop
1

Start at the overview

Your full books in tabs — P&L, Receivables, Invoices, Payables, Ledger, Period Close. KPIs (revenue, driver pay, profit) and live client-receivable / driver-payable rollups, all derived from jobs. Open the Ledger.

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