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allboox™ platform

One platform. Every accounting feature you need.

Real accounting depth — not a simplified app. Designed for professionals who need the numbers to be right, reconciled, and reportable.

* = upcoming enhancement

Accounting & General Ledger

  • Fully customizable chart of accounts
  • Double-entry bookkeeping — cash and accrual
  • Profit and loss center tracking
  • Journal entries and adjusting entries
  • Fiscal year and period management
  • Asset management with depreciation & amortisation
  • Intercompany transfers and consolidation

CRM & Contact Management

  • Unified contact hub — clients, vendors, leads
  • Customizable pipelines and deal stages
  • Activity tracking — calls, emails, notes, meetings
  • Email integration and inbox sync
  • Proposals and contracts
  • Task and follow-up reminders
  • Contact-level P&L and billing history
  • Lead scoring and opportunity management *

Financial Reporting & Analytics

  • Profit & Loss statement (period and YTD)
  • Balance Sheet (real-time)
  • Budget vs. Actual comparison
  • Cash Flow statement
  • Accounts Receivable aging report
  • Accounts Payable aging report
  • Custom report builder
  • Multi-entity consolidated reporting

Bank Reconciliation & Automation

  • Automated bank and credit card import
  • Rule-based transaction categorization
  • AI-powered smart categorization — learns your patterns
  • Multi-account reconciliation dashboard
  • Duplicate detection and flagging
  • Reconciliation history and audit trail
  • Manual entry and adjustment tools

Invoicing, Billing & Payments

  • Professional invoice creation and sending
  • Recurring billing and subscription invoices
  • Accounts receivable tracking and aging
  • Online payment processing integration
  • Accounts payable and bill management
  • Vendor payment scheduling
  • Expense tracking and reimbursement
  • Multi-currency support *

Time Tracking & Projects

  • Billable and non-billable hour tracking
  • Mileage tracking with reimbursement
  • Project and task management
  • Per-client and per-project P&L
  • Employee and contractor timesheets
  • Time charges added to invoices automatically
  • Workflow and approval management

Multi-Entity & Portfolio

  • Unlimited entities under one login
  • Cross-entity contact and vendor sharing
  • Consolidated financial reporting
  • Entity-level and portfolio-level dashboards
  • Management fee and intercompany billing
  • Role-based access per entity

Tax & Compliance

  • Tax filing support — 1099 and 1120
  • Tax category mapping across accounts
  • Deductible expense tracking
  • Depreciation schedules and reporting
  • Year-end close tools
  • Audit trail and change history

Integrations & Platform

  • allhoa™ — HOA management built on allboox™
  • Bank feed connections
  • Payment gateway integrations
  • API access for custom integrations *
  • Data import and migration tools
  • Export to CSV, PDF, and Excel

Ready to put it to work?

Join the early-access program — get every feature, smart onboarding, and lifetime benefits.