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41 accounting features for money in, money out, the bank, the ledger, revenue and reporting — and which Treepie product posts each number, so you know what you’ll never type again.
Treepie Books includes 41 accounting features in six areas: invoicing and payments, expenses and payables, bank and reconciliation, ledger and close, revenue and projects, and reporting and compliance. Invoices are raised from quotes, milestones and timesheets, payroll and expenses post from Nest, and bank lines match to the records that created them, so most of the ledger writes itself.
Each Treepie product posts the numbers it creates. Books keeps the ledger, checks the bank, and leaves finance with the exceptions.
Every plan is a full double-entry ledger with bank feeds, reconciliation and the statements your accountant needs.
Finance runs the ledger. These are the parts everyone else touches.
Accounting packages look alike on a feature list. The difference is who types the numbers in.
| Spreadsheets & email | Standalone accounting package | Treepie Books | |
|---|---|---|---|
| Invoices | Copied from the proposal | Typed in, or synced from a CRM | Raised from the quote, milestone or timesheet |
| Payroll | Journal typed from a payroll report | Imported from a payroll app | Posted by Nest when the run is approved |
| Reconciliation | Ticked off in a spreadsheet | Rule matching on descriptions | Matched to the record that created the transaction |
| Revenue | Recognised when invoiced | Deferral schedules set by hand | Recognised on delivery, read from Loop |
| Margin | Rebuilt each quarter | By tracking category | By customer and project from real hours and pay |