Your books, built into your field service software
Stop bouncing between your operations tool and a separate accounting app. ProHelper Accounting & Bookkeeping brings ledgers, bills, deposits, payouts, refunds, expenses, and financial statements into the same place you run jobs - the books and the work finally in one app, without a controller to set it up. Included with the Growth plan.
- Know your real numbers without waiting on a bookkeeper or month-end close
- See true profit on every job once revenue and costs live in one system
- Cut the double entry and reconciliation time between your field tool and accounting app
- Walk into tax season with clean, statement-ready books
What you can do with Accounting & Bookkeeping
General ledger
A double-entry ledger that records the financial impact of your invoices, payments, and expenses automatically, so your books stay current without manual journal entry. Included with the Growth plan.
Bills & accounts payable
Track what you owe vendors, schedule and record payments, and tie bills back to the jobs and items that drove the cost. Included with the Growth plan.
Bank deposits
Group customer Payments into deposits that match your bank statement, making reconciliation fast and your cash position clear. Included with the Growth plan.
Payouts & refunds
Reconcile processor payouts against the payments they cover and issue refunds that flow straight through to your books. Included with the Growth plan.
Expense tracking
Log expenses from the field or the office, attach receipts, categorize them, and assign costs to the right Job for accurate job costing. Included with the Growth plan.
Financial statements
Generate a Profit & Loss, Balance Sheet, and cash flow view from your live ledger data, so you can see profitability without exporting to a spreadsheet. Included with the Growth plan.
Job-level profitability
Connect revenue from Estimates and Invoices to expenses and bills so you can see margin on every Job, not just top-line revenue. Included with the Growth plan.
Works with your existing stack
ProHelper syncs to QuickBooks and has built-in card payment processing, so your accounting workflow stays connected alongside native bookkeeping.
Accounting & Bookkeeping: questions answered
Yes. It is included with the Growth plan. Alongside it, ProHelper gives you Estimates, Invoices, Payments, the price book, reports, and a QuickBooks integration, so your entire financial workflow lives in one place.
Native ledgers, bills, deposits, payouts, refunds, expenses, and financial statements let you keep your books inside ProHelper. ProHelper also integrates with QuickBooks, so you can keep using it during the transition or alongside ProHelper.
Yes. Because Estimates, Invoices, Payments, expenses, and bills all live in ProHelper, you can see margin at the Job level, not just total revenue. This is included with the Growth plan.
Reports and dashboards cover operational and revenue metrics on every plan. Accounting & Bookkeeping adds a true double-entry ledger and financial statements like a Profit & Loss and Balance Sheet, available on the Growth plan.
Explore more of the platform
Every piece works together in one app, so there are no integrations to wire up and no setup headaches, just turn on what you need.
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