Full Accounting & Financial Reporting
Complete accounting system built for self-storage. Track every dollar from rent collection to expense management.
Chart of Accounts
Pre-configured chart of accounts for self-storage with full customization. Assets, liabilities, equity, revenue, and expenses organized your way.
Journal Entries
Create manual journal entries with multi-line debits and credits. Attach memos and track adjustments.
Vendor Management
Track vendors, record bills, and manage accounts payable. Link expenses to specific facilities.
Expense Tracking
Categorize and track all facility expenses. Upload receipts and generate expense reports by category, vendor, or time period.
QuickBooks Online Integration
Seamless two-way sync with QuickBooks Online for complete financial management:
- OAuth 2.0 secure connection
- Account mapping wizard
- Automatic transaction sync
- Customer sync
- Invoice and payment export
- Sync status dashboard
Sync Options
Real-time: Transactions sync as they occur
Scheduled: Daily batch sync at your preferred time
Professional financial statements, one click away
Generate the general ledger, trial balance, income statement, and balance sheet on demand — filtered by date range, account, or category, and exportable to PDF or Excel.
- Standard financial statements built in
- Filter and compare across periods
- Export to PDF or Excel, or schedule by email
Advanced Financial Reports
Generate professional financial statements with one click.
General Ledger
Complete transaction history by account with running balances
Trial Balance
Verify debits equal credits across all accounts
Income Statement
Revenue, expenses, and net income for any period
Balance Sheet
Assets, liabilities, and equity snapshot
KPI Dashboard
Key performance indicators: occupancy rate, revenue per unit, collection rate, NOI
Aging Reports
Accounts receivable aging by 30/60/90+ days
Cash Flow
Track money in and out with cash flow projections
Report Customization
Every report can be customized to your needs:
- Filter by date range, account, or category
- Compare periods (month-over-month, year-over-year)
- Export to PDF or Excel
- Schedule automatic email delivery
- Save custom report configurations
Audit Trail
Complete visibility into all financial changes:
- Every transaction logged with timestamp
- User attribution for all entries
- Edit history preserved
- Exportable audit reports
- Compliance-ready documentation
Ready for Complete Financial Control?
See the accounting module and QuickBooks integration in action.