Features — allboox™ Accounting Platform

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

Unified Multi-Entity Management Run your entire portfolio of businesses from one central command center. Our platform synchronizes your CRM data (like customers, vendors, contacts or workflows) across all entities while maintaining fully independent, audit-ready accounting for every entity (Corp./S-Corp/LLC/partnership/non-profit). Eliminate repetitive data entry, maintain strict financial boundaries, and switch between entities in seconds under one user login.

Example: A general contractor with his main business, his framing business, a plumbing business and holding real estate in one or more LLC's. Developing a new community, he can even add HOA managment. Customers, vendors and staff members are entered only once for the whole operation, available in all entities while the books are completely separated.

One platform. Every accounting feature you need.