ACCOUNTING

Know your numbers. Stop guessing at profit.

Import your bank statement, let SUITE categorize every transaction, and see your actual profit margin — no spreadsheets required.

March 2026 — P&L Summary 38% margin
$12,480
Revenue
$7,740
Expenses
$4,740
Net Profit
Cleaning Supplies — Costco
Auto-tagged: Supplies
−$284.50
Stripe Payout — March 18
Auto-tagged: Revenue
+$1,840.00
Gas — Shell Station
Needs category
−$67.80
47 of 48 transactions categorized

WHAT'S INCLUDED

Your books, done in minutes.

CSV/PDF bank import — upload your statement and transactions appear instantly
Smart categorization — SUITE learns vendors and auto-tags repeat transactions
Income & expense tracking — every dollar in and out, by category
Profit & loss summary — monthly P&L with revenue, COGS, and net income
Custom categories — create your own chart of accounts
Learned mappings — categorize once, never touch it again
CSV export — hand your accountant clean data at tax time

COMMON QUESTIONS

Do I have to categorise the same merchant every month?

No. A category you assign is remembered for that merchant, so the next statement arrives largely sorted.

Can I get my numbers out for my accountant?

Yes. Profit and loss, a tax summary and receivables aging are on screen, and the underlying records export to CSV.

Does it mix my locations together?

No. Accounting follows the location you are working in, so two branches — or two currencies — are never silently added together.

Capture the receipt when you get it

Photograph a receipt from your phone and it is attached to the expense, not lost in a glovebox. Each one carries who uploaded it and when, so the record holds up at tax time.

Vendors and bills in the same ledger

Track who you buy from and what you still owe them alongside what your own clients owe you, so payables and receivables sit in one place rather than two systems.

Categorised for the return, not just for you

Expenses carry real accounting categories, so the profit-and-loss and tax-summary reports come out of the same data you entered once.

A ledger, not a shoebox

Income and expenses sit in one transaction ledger you can filter and categorise, which is what makes a profit-and-loss statement something you read rather than something you assemble.

Invoices & Payments Reports & Exports Mileage Tracker Online Store Sync

From $29.99/mo — all features included.