We wanted simple accounting software that didn't require us to be an accountant to use
... So we built it.
iCashbook is online accounting and bookkeeping software designed specifically for the small business owner, club or organisation. Simple to use, secure, and no accounting know-how is required.
Ultra-Simple Coding
Easily code your transactions with our unique drag and drop process. We remember how you've coded and automatically do this for you on any future matching transactions.
- Drag & drop interface
- Auto-learns coding for recurring transactions
- Add your own custom rules for future transactions
Collaboration
Communicate and work with trusted users or advisers to ensure your financial records are fully accurate.
- Assign and control Trusted User access to any of your businesses
- Integrated messaging facility
- Advisers or trusted users assist your coding with the Too Hard Basket
Budgets
Easily create budgets and track against your actuals with our calendar-based interface - single or recurring items, no problem!
- Simple setup of monthly income and expense budgets via calendar, or monthly quick-edit.
- Forecast your financial position
- Set up notifications for upcoming budget items - eliminate surprises!
Reports
Full reports are available on your business activities including transactions, trial balance, general ledger, and income & expenses.
- Standard suite of accounting reports available
- All reports can be printed directly or exported to PDF/CSV
- Easy and fast bank reconciliation
- New Zealand GST reports
Transaction Feeds
We offer a number of ways to get your transaction data into iCashbook - either manually entered or uploaded.
- Upload OFX or QIF files
- Manually enter transactions
Accountants
Communicate with and manage your clients from within the iCashbook system - it's all here!
- Full client management for you and your employees
- Your clients log in directly from your website
- Co-brand with your logo and colours
- Bulk billing options available
- Ultra-Simple Coding
- Collaboration
- Budgets
- Reports
- Transaction Feeds
- Accountants
New
Budgeting Calendar
Set up budgets to track your
spending,
set achievable goals
and monitor your cashflow.
Standard
iCashbook Standard creates a very useful direct link between you and your advisers, allowing you to access your bank transactions, cashbook, analysis, reports and accounts anytime, anywhere.
Accountant
iCashbook Accountant closes the gap between accountants and their clients. Developed for accountants by accountants, iCashbook Accountant is unique, focusing on helping you – the accountant.
