Document requests & sharing
Ask clients for exactly what you need, with due dates and reminders. Their uploads are filed to the right year automatically.
Bookkeeping — coming soon
Your clients' books, next to their payroll.
BooksAuto Bookkeeping brings client documents, bank feeds, reconciliation and financial statements into the same place as payroll and scheduling — coming soon. Document requests and sharing are already part of it.
Sign-offs with a record
Clients review and sign off in the portal — every step is kept in the audit log.
Bank & credit card feeds
Transactions come in from the bank so you categorize instead of type.
Bank reconciliation
Match the books to the statement month by month, with differences shown.
Financial statements
Balance sheet and income statement for each client, ready to review.
Payroll posts itself
With BooksAuto Payroll, each pay run's journal entry is ready for the books.
Bookkeeping is being built now. Payroll and Scheduling customers will be the first to get it — we'll email you the moment it's ready. Accounting firms pay $3 per client per month for Bookkeeping — apply for the accounting-firm price.
Keep exploring
Where to next?
Ready to schedule and pay your team with BooksAuto?
Buy a plan for your first company in two minutes — 50% off Payroll and Bookkeeping for your first year — or try everything free for 10 days, no credit card.