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Pick something that happens in your business. See the journal Books posts for it — then post it and watch the cash move.
Treepie Books handles the finance jobs every business repeats: sending invoices and collecting payment online, chasing overdue invoices, capturing and paying supplier bills, reimbursing expenses, reconciling the bank daily, billing in other currencies, preparing VAT or sales tax returns and closing the month. Each job posts correct double-entry journals automatically, so the books stay up to date without manual entry.
Four groups, eight use cases. Each works on its own.
The sale, the expense and the hours already exist in other Treepie apps. Books posts them, correctly, the moment they happen.
How a two-person finance team at a London design studio closes the month with Books.
Books works alone. With other Treepie apps, most entries arrive already made.
Start with the use case that fixes it.
The same ledger, for four different jobs.
Category-level differences across the eight use cases.
| Spreadsheets & email | Typical accounting software | Treepie Books | |
|---|---|---|---|
| Raising invoices | Word or spreadsheet | Typed in from the CRM | Created from the won Flow deal |
| Chasing | Manual emails | Reminder templates | Scheduled reminders, flagged to owner |
| Reconciliation | Ticking a statement | Bank feed and rules | Feed, rules and Treepie record matching |
| Expenses | Receipts in a drawer | Separate expense app | Approved in Nest, paid with payroll |
| Month-end | Spreadsheet checklist | Recurring journals | Journals plus a Loop close checklist |