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StackOS

Books and bank feed

Your numbers, without the bookkeeping nightmare.

Real double-entry accounting that lives where your invoices and bills live. Transactions arrive with suggested categories, receipts are read for you, and 1099 time is a report. Prefer your accountant's tool? Turn the books off and everything else still works.

Accounting
The books: bank balances, money in and out, and the general ledger

The problem

Your money lives in three systems that never agree.

Invoices in one tool, expenses in a spreadsheet, the bank in another tab, and a sync that breaks every few months. Month end is a weekend.

01Books

A real ledger, not a sync

A full double-entry ledger with a chart of accounts, periods, journal entries, and financial reports. Invoices and payments post on their own.

  • Books
Financial reports: profit and loss for the last six months
Profit and loss and the bank feed.

02Bank feed and reconciliation

Bank feed with suggested categories

Bring in transactions by bank connection or statement upload. StackOS suggests the account, applies your rules, reads uploaded receipts, and helps you reconcile.

  • Bank feed and reconciliation
The bank feed with suggested categories waiting for review
Bank rows with suggested categories, ready for review.

03Bills and commitments

Bills, commitments, and contractors

Vendor bills with approvals and anomaly flags, recurring commitments that know about autopay, and contractor payments rolled up into 1099 totals.

  • Bills and commitments
  • Contractors and 1099s
Bills from vendors with approval status and due dates
What you owe, and what renews next.

04Ledger import

Bring your history with you

Import general ledger history and bank files from QuickBooks, Xero, and Sage exports, with a preview before anything is saved and an undo if you change your mind.

  • Ledger import
Importing books history from QuickBooks, Xero or Sage
Ledger history imported with a preview.

What's included

Everything in Accounting.

Included on every plan, with nothing to add on.

Books

Real double-entry accounting that lives where your invoices and bills live.

Bank feed and reconciliation

Transactions arrive with suggested categories and receipts read for you; you review.

Bills and commitments

See what you owe and what renews, with approvals and anomaly flags.

Contractors and 1099s

1099 time is a report, not a weekend.

Ledger import

Bring QuickBooks, Xero, or Sage history with a preview and undo.

Works with the rest of StackOS

The books already know your clients.

Every invoice, payment, and bill posts against the right client and vendor, so profit by client and the cost to serve each one come from the same records.

A fair question

“My accountant only works in QuickBooks.”

Then keep QuickBooks for now. Everything else in StackOS works with the books turned off. If you ever want one less tool, the ledger is real double-entry and your history imports in.

Frequently asked questions

Is it real double-entry accounting?

Yes. Every transaction posts balanced debits and credits to a chart of accounts, with periods you can close.

Can I connect my bank?

StackOS brings in transactions through a bank connection or a statement upload, then suggests categories for you to review.

Can I use StackOS without the accounting?

Yes. The books are optional. Invoices, payments, and everything else work without them.

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