Dashboard
Income, expenses, net, unpaid, miles, and missing receipts. The year chart sits under the numbers.
SplitBooks · by SFinder Incorporated
The books stay split.
One login. Separate companies. Receipts, miles, invoices, appointments, and the year in one glance. Built for a shop that runs more than one business. A CPA still signs the return.
Starter$15
Pro$39
Multi$69 · up to 5 companies
Trial7 days
The app
Everything the phone does, on one site.
Transactions
Income and expense, a date, a receipt photo, and categories for office, travel, training, and research.
Office
Internet, electricity, water, trash, utility gas, and loan interest. One tap fills the category.
Travel and training
Fuel and hotel keep the receipt on the row. Training and research and development are their own categories.
Invoices
Three layouts, line items, tax, and estimates that convert in one tap. A payment posts income and leaves the invoice.
Customers
Name, email, phone, address, notes, and birthday. Export the list. The email is the key.
Mileage
Auto trips on the phone. Classify business or personal, assign the company, and export the IRS log.
Appointments
A company calendar, a repeat, and a customer list. Mail or text still needs a tap to send.
Promotions
Title, details, dates, a season, an image, and all customers or a selection. Swipe a name off the list.
Coupons
Birthday, anniversary, thank you, or custom. A birthday on file can open Mail on the day.
Newsletter
Write the notes. The phone drafts the issue. Mark it active and open Mail for the list.
Assets
Add an asset on its own, or save an expense as an asset. Year-end items stay on the list.
Advisor
Home office, shop, mileage, and a vehicle note. Over 6,000 pounds is treated differently. This is not a deduction.
Year position
Income, expenses, and profit, even when the company is negative. A loss does not erase the rows.
Bank
CSV today. Plaid when the production keys are on. Only post the lines that belong on the open company.
Plans
Starter, Pro, and Multi. Seven days free. Cancel in the app or on the site.
Not a filing
SplitBooks flags possible treatments. It does not file a return, elect a credit, or guarantee a deduction. Research and development is an expense category. The R&D credit is a CPA item.