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Know what you made, without the shoebox.

Snap receipts as you go, watch every payment you take arrive on its own, and hand your accountant clean spreadsheets.

An example profit and loss for a pottery studio's quarter: income, expenses and net profit, and income beside expenses for each month, with a receipt just read into a new expense.

Snap it, check it, done.

Take a photo of the receipt and the vendor, date, total and a category fill in for you to check before it is saved.

An example of a receipt read into a new expense: the vendor, the date, the total and a suggested category, with a note to double-check the amount before saving.

Money in, already there.

Every payment you take through CustoDesk lands in your books on its own, less refunds. Add cash by hand.

An example of where a quarter's money came from: payments received through the studio's apps, and cash added by hand.

Every mile counted.

Log trips in miles or kilometers at the rate you set, and with Invoicing on, bill a trip to the customer it was for.

An example of a quarter's mileage: the deduction at the studio's own rate, the distance, nothing left to bill, and two trips not yet linked to anything.

Ready for your accountant.

Profit and loss, sales tax charged and collected, and five spreadsheets to send, receipts linked.

An example of the reports page: sales tax charged and collected, and five spreadsheets to download for an accountant.

What Expenses does

The small things that keep the books straight.

  • Costs on the jobWith Jobs on, put an expense on the job it was for and see it beside the job's labor.
  • Categories that add upSeventeen expense categories, grouped the way your accountant will want them.
  • Your year, your waySee this month, this quarter or this year, with the year starting in the month you choose.
  • Sales tax, both waysWhat you charged on invoices and what has actually come in.
  • Receipts keptThe photo stays with the expense, and the export links to it.
  • Reading receipts is your callSwitch it off and type the details in instead.

Before you start

Which income comes in on its own?

Payments you take through CustoDesk: invoices and deposits, store orders, bookings, event tickets and subscriptions, less refunds. Cash and anything else you add by hand.

How does reading a receipt work?

Snap a photo and the vendor, date, total and a suggested category fill in as a draft. You check it and save it. It counts toward your monthly AI actions, and you can switch it off.

How do I get it to my accountant?

Download profit and loss, expenses, income, mileage and sales tax as spreadsheet files, with links to every receipt.

Miles or kilometers?

Either. Set your own rate, and each trip keeps the rate it was logged at.

Do I pay for each person on my team?

No. There is no charge per team member.

Keep the books as you go.

Book a demo

We set it up around your business. Free for 14 days.

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