How many Books solutions are there?

16: 6 by team, from finance and controllers to accountants and billing operations, and 10 by industry, from professional services and SaaS to construction, nonprofits and property.

What is a revenue shape?

How money arrives: project and milestone (billed on delivery), recurring (billed on a schedule) or one-off (billed per order). Each needs different invoicing and recognition rules.

Can one company have several revenue shapes?

Yes. A SaaS firm with onboarding projects uses recurring and project rules side by side, in one ledger.

What does a solution set up?

A chart of accounts, invoice templates and triggers, revenue recognition rules, bank matching rules, a close checklist and the reports that industry reviews most.

Does Books handle retention and stage payments?

Yes. The construction solution sets up deposits, stage payments and retention balances, with retention released on sign-off.

Can nonprofits track restricted funds?

Yes. The nonprofit solution tracks restricted and unrestricted funds, releases grant income as it’s spent and charges staff costs to grants from Nest payroll.

Do accountants pay for access?

No. An invited accountant role is free on every plan, with the audit trail and exports.

How much faster is month-end?

Most teams close in hours rather than days, because invoices, payroll and expenses arrive already posted and matched. The figures on this page show typical days before switching.

Do we need other Treepie products?

No. Books is complete alone. Loop adds billing from delivered work, Nest posts payroll and expenses, Flow adds quotes, and Desk pauses reminders on disputes.

How long does setup take?

Five days, including importing balances and running one month in parallel.

Do solutions cost extra?

No. They are included on every plan, priced per organisation from $19 a month.

Treepie Books · Finance & accounting

Accounting set up for how your money arrives.

16 ways into Books — 6 by team, 10 by industry — each with the chart of accounts, invoice rules and revenue recognition your business needs.

Start free with Books →Book a walkthrough

How Books handles itMilestones and approved hours in Loop raise invoices; revenue is recognised on delivery; WIP is valued at the rate card.Solutions with this shapeFinance teams

Financial controllers

Billing operations

Professional services Construction & trades

Nonprofits & charities

In short

What are Treepie Books solutions?

Treepie Books solutions are 16 ready-made ways to set up Books accounting software for a team or industry — 6 by team and 10 by industry. Each uses the same double-entry ledger and features but starts with the chart of accounts, invoice rules, revenue recognition and bank matching that suit how that business earns: project and milestone, recurring, or one-off and transactional.

Solutions: 6 teams · 10 industries
Revenue shapes: Project, recurring, one-off
Setup: Chart of accounts & rules
Priced: Per organisation, from $19

All solutions

Every solution, and the month-end it replaces.

Days to close are what customers in each group reported before switching. After, most close in hours.

Solution	Revenue shape	Typical question	Close before
By team
Finance teams Invoices, payroll and expenses arrive coded; month-end becomes a review of exceptions.	Project & milestone	“What’s left to reconcile before we lock the month?”	3 days
Founders & MDs Cash, margin and who owes what, without waiting for the accountant’s pack.	Recurring & subscription	“How much cash comes in over the next 30 days?”	5 days
Accountants & bookkeepers Client ledgers with a free accountant role, clean audit trails and exports you file from.	One-off & transactional	“Can I see every journal posted this quarter, with its source?”	4 days
Financial controllers Period close with a checklist, accruals and approvals across several entities.	Project & milestone	“Which entities still have unposted accruals?”	4 days
Billing operations Invoices raised from quotes, milestones and hours, with reminders that pause on a dispute.	Project & milestone	“What’s been delivered but not yet invoiced?”	3 days
Small business Invoicing, expenses and the bank in one place, with tax returns prepared for you to file.	One-off & transactional	“Who hasn’t paid us yet?”	3 days
By industry
Professional services Time and milestone billing, WIP and margin by engagement read from Loop.	Project & milestone	“What’s our WIP at month-end?”	4 days
Agencies Retainers billed monthly, overage at the rate card and pass-through costs on the invoice.	Recurring & subscription	“Which retainers went over their hours?”	3 days
SaaS & subscriptions Recurring invoices, deferred revenue and onboarding fees recognised on delivery.	Recurring & subscription	“How much of this month’s billing is deferred?”	4 days
Construction & trades Deposits, stage payments and retention, with job costing from labour and materials.	Project & milestone	“How much retention is still owed to us?”	5 days
Manufacturing Orders invoiced on dispatch, purchase orders matched to bills, and cost per line.	One-off & transactional	“Which supplier bills don’t match a PO?”	5 days
E-commerce & retail High-volume payouts matched to orders, refunds as credit notes, and sales tax by region.	One-off & transactional	“Do this week’s payouts match the orders?”	4 days
Nonprofits & charities Restricted funds, grant income released as it’s spent, and staff costs charged to grants.	Project & milestone	“How much of the youth grant is unspent?”	5 days
Healthcare & clinics Practice invoicing, insurer remittances matched to claims, and payroll by clinic.	One-off & transactional	“Which insurer payments haven’t been matched yet?”	4 days
Property & real estate Rent and service charges invoiced on schedule, deposits held separately, costs per property.	Recurring & subscription	“Which tenants are in arrears this month?”	4 days
Hospitality Daily takings by venue, tips tracked, and payroll posted per site.	One-off & transactional	“What did each venue make after staff costs last week?”	3 days

Average across solutions: 3.9 days before switching. Self-reported by customers during onboarding.

Month-end

Whatever the solution, the close looks like this.

The tasks are the same everywhere. What changes is who does them — a person, or the product that created the number.

Before · done by hand

Chase timesheets and match them to invoicesRetype payroll from the provider’s reportTick bank lines off against a spreadsheetFind delivered work nobody invoicedRebuild margin by client in a spreadsheet

After · posted by the product

Approved hours and milestones raise invoicesPay runs post their own journalsBank lines match to the record that created themUnbilled work is listed before you lookMargin by client reads hours and pay

What you get

What a solution actually sets up.

Five things in the ledger, configured for your industry. Pick an example.

Chart of accounts

Fee income by practice; WIP and unbilled revenue accounts

Invoicing

Milestones and approved hours from Loop raise drafts

Recognition

On delivery; WIP valued at rate card at month-end

Bank rules

Client payments matched by invoice reference

Reports

Margin by engagement, utilisation cost, aged debt

Who it’s for

Four people who usually read this page.

Whichever solution you open, these are the people deciding whether it fits.

Finance leadsA chart of accounts, close checklist and matching rules set up for the industry.“Can we close in a day with this setup?”

Founders & MDsCash, margin and debtors laid out the way their business actually earns.“Will I see margin by client, not just by month?”

External accountantsA free role, the audit trail and exports in the format they file from.“Can I keep using my own working papers?”

OperationsInvoices that follow the work, so nobody emails finance to bill.“Will billing happen without anyone asking?”

Compared

Solutions, compared.

Generic accounting packages ignore how you earn. Vertical ones lock you into one way. Books solutions start set up and stay one ledger.

	Spreadsheets & email	Industry-specific accounting tool	Treepie Books
Starting point	A blank chart of accounts	Built for one sector	Chart, rules and reports for 16 teams and industries
Invoicing	Raised by hand from emails	Sector-specific billing only	From quotes, milestones, hours or schedules
Revenue recognition	At invoice date	Rules set up by a consultant	On delivery for projects; deferred for subscriptions
Payroll & expenses	Journals typed in	Separate integrations	Posted by Nest when approved
Changing shape	Rebuild the spreadsheet	Migrate to another tool	Add a revenue shape; the ledger stays

Books solutions, answered.

Anything else — ask a person.

No. They are ways into the same Books ledger, set up for different teams and industries. The chart of accounts, invoice rules and reports differ; the features don’t.

Find the setup that matches how you earn.

We import one month of your real transactions into the closest solution and show you what would have posted and matched by itself.

Start free with Books →Book a walkthrough

Live in five days

Day 1Pick a solutionChart of accounts and rules for your industry.
Day 2Import balancesOpening balances and open invoices.
Days 3–4Parallel monthOne period beside the old books.
Day 5Switch overThe old ledger stays readable for a year.

The other sixCompare all →

FlowCRM & sales NestHR & employee management LoopProject & work management DeskCustomer support & ticketing GrowthSEO & website growth PulseAI assistant

What are Treepie Books solutions?

Solution	Revenue shape	Typical question	Close before
By team
Finance teams Invoices, payroll and expenses arrive coded; month-end becomes a review of exceptions.	Project & milestone	“What’s left to reconcile before we lock the month?”	3 days
Founders & MDs Cash, margin and who owes what, without waiting for the accountant’s pack.	Recurring & subscription	“How much cash comes in over the next 30 days?”	5 days
Accountants & bookkeepers Client ledgers with a free accountant role, clean audit trails and exports you file from.	One-off & transactional	“Can I see every journal posted this quarter, with its source?”	4 days
Financial controllers Period close with a checklist, accruals and approvals across several entities.	Project & milestone	“Which entities still have unposted accruals?”	4 days
Billing operations Invoices raised from quotes, milestones and hours, with reminders that pause on a dispute.	Project & milestone	“What’s been delivered but not yet invoiced?”	3 days
Small business Invoicing, expenses and the bank in one place, with tax returns prepared for you to file.	One-off & transactional	“Who hasn’t paid us yet?”	3 days
By industry
Professional services Time and milestone billing, WIP and margin by engagement read from Loop.	Project & milestone	“What’s our WIP at month-end?”	4 days
Agencies Retainers billed monthly, overage at the rate card and pass-through costs on the invoice.	Recurring & subscription	“Which retainers went over their hours?”	3 days
SaaS & subscriptions Recurring invoices, deferred revenue and onboarding fees recognised on delivery.	Recurring & subscription	“How much of this month’s billing is deferred?”	4 days
Construction & trades Deposits, stage payments and retention, with job costing from labour and materials.	Project & milestone	“How much retention is still owed to us?”	5 days
Manufacturing Orders invoiced on dispatch, purchase orders matched to bills, and cost per line.	One-off & transactional	“Which supplier bills don’t match a PO?”	5 days
E-commerce & retail High-volume payouts matched to orders, refunds as credit notes, and sales tax by region.	One-off & transactional	“Do this week’s payouts match the orders?”	4 days
Nonprofits & charities Restricted funds, grant income released as it’s spent, and staff costs charged to grants.	Project & milestone	“How much of the youth grant is unspent?”	5 days
Healthcare & clinics Practice invoicing, insurer remittances matched to claims, and payroll by clinic.	One-off & transactional	“Which insurer payments haven’t been matched yet?”	4 days
Property & real estate Rent and service charges invoiced on schedule, deposits held separately, costs per property.	Recurring & subscription	“Which tenants are in arrears this month?”	4 days
Hospitality Daily takings by venue, tips tracked, and payroll posted per site.	One-off & transactional	“What did each venue make after staff costs last week?”	3 days

Solution

Invoicing, expenses and the bank in one place, with tax returns prepared for you to file.

Daily takings by venue, tips tracked, and payroll posted per site.

One-off & transactional

“What did each venue make after staff costs last week?”

3 days

Spreadsheets & email

Industry-specific accounting tool

Treepie Books

Starting point

A blank chart of accounts

Built for one sector

Chart, rules and reports for 16 teams and industries

Invoicing

Raised by hand from emails

Sector-specific billing only

From quotes, milestones, hours or schedules

Revenue recognition

At invoice date

Rules set up by a consultant

On delivery for projects; deferred for subscriptions

Payroll & expenses

Journals typed in

Separate integrations

Posted by Nest when approved

Changing shape

Rebuild the spreadsheet

Migrate to another tool

Add a revenue shape; the ledger stays