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Invoices from delivered milestones, payroll and expenses posted by the products that created them, and a bank feed that mostly matches itself — so month-end is a review, not a rebuild.
Opening balances imported · Live in five daysTreepie Books is accounting software for companies that bill for delivered work. It keeps a double-entry ledger, raises invoices from quotes, milestones and timesheets, receives payroll and expense journals from Nest, and matches bank transactions to those records automatically. Because every number is read from the row that created it, reconciliation and month-end close take hours rather than days.
Tick the milestones Loop has marked done and the billable expenses approved in Nest. Books builds the invoice at the sold price — nobody opens the proposal.
Click an age bucket to see who owes what. Reminders go from here — except where a Desk ticket means the customer is already talking to you.
Finance runs the ledger. Everyone else sees the figures they own.
| Area | What it does | Includes | |
|---|---|---|---|
| Invoicing | Invoices raised from quotes, milestones and timesheets, with the numbers read rather than retyped. | Invoice from quoteMilestone billingRecurring invoicesOnline payment | → |
| Expenses & payables | Bills and expenses captured once, approved in line and coded to the project. | Receipt captureApprovalsBillsBillable expenses | → |
| Bank & reconciliation | Bank feeds matched to invoices, payroll and bills, leaving only real exceptions. | Bank feedsAuto-matchingRulesMulti-currency | → |
| Ledger & close | A double-entry ledger, journals and a month-end close that reads the other products’ rows. | Chart of accountsJournalsPeriod closeAudit trail | → |
| Revenue & projects | Revenue recognised against delivered work, with margin by project and customer. | Revenue recognitionProject marginDeferred revenueWIP | → |
| Reporting | P&L, balance sheet, cash flow and aged debt from the live ledger. | P&LBalance sheetCash flowAged debt | → |
Most accounting tools wait for someone to type the invoice. Books reads it from the work.
| Spreadsheets & email | Standalone accounting package | Treepie Books | |
|---|---|---|---|
| Raising invoices | Copied from the proposal into a template | Typed in, or imported from the CRM | Raised from the quote, milestone or timesheet that earned it |
| Payroll & expenses | Journals entered by hand from reports | Imported from a payroll app each month | Posted by Nest when the pay run and expenses are approved |
| Bank reconciliation | Ticked off in a spreadsheet | Rules-based matching on descriptions | Matched on amount, reference and the record that created it |
| Month-end close | Three days of chasing and matching | Faster, but unbilled work still gets hunted down | A review: unbilled work is already visible in Loop |
| Margin | Rebuilt in a spreadsheet each quarter | P&L by tracking category | Margin by customer and project from real hours and pay |
“Month-end was three days of matching timesheets to invoices. Now that handover simply isn’t a job any more.”
Invited accountants and approvers who only sign off expenses are free. Migration of balances and open invoices is included.