Set up your workspace to get started. Your data syncs in real time.
This app uses Firebase (free) to sync data between you and your partner.
1. Go to console.firebase.google.com → New project
2. Add a Web App → copy the firebaseConfig object
3. Go to Firestore Database → Create database (Test mode is fine)
4. Paste the config below.
Your partner shares their Firebase config and workspace password with you. Enter both below.
Dashboard
Outstanding Invoices
Recent Transactions
Date
Type
Category
Description
Amount
Status
⚠️
No client selected. Create one or pick from the dropdown above.
New Transaction
Categories
Your categories
Transactions
🔍
Date
Type
Category
Description
Party
Ref
Status
Amount (RM)
No transactions found.
Report
—
Total Income
RM 0.00
Total Expenses
RM 0.00
Net Profit / Loss
RM 0.00
Income vs Expense
Expense Breakdown
Category Breakdown
Transaction List
Date
Type
Category
Description
Party
Ref
Status
Amount (RM)
No transactions for this period.
Select a period and click Generate.
Financial Statements
—
to
Select a period and click Generate.
Select a period and click Generate.
Select a period and click Generate.
Click Generate to view AR Aging as of today.
Trial Balance
—
to
Select a period and click Generate.
General Ledger
—
to
Select an account and period, then click View Ledger.
Contacts
No contacts yet. Add your first customer or vendor.
New Contact
Transaction History
Invoice History
Clients
Invoices
Company Profile
This information appears on all your invoices.
Chart of Accounts
Manage your account codes and structure
🔍
Bank Reconciliation
Match bank statement lines to recorded transactions
Step 1 — Upload Bank Statement
Select your bank's CSV format or map columns manually:
⚠️ PDF parsing works best with text-based (digital) PDFs, not scanned images. If your bank PDF is a scan, please download the CSV instead.
📁
Click to upload or drag & drop
CSV or PDF — format auto-detected
Step 2 — Map Columns
Tell us which column is which:
Statement Lines
DateDescription / AI SuggestionAmountStatusActions
Recurring Transactions
Templates that repeat each month
Settings
Workspace
Backup & Restore
Export all your data as a JSON file, or restore from a previous backup.
Currency
Edit Transaction
Add Client
Add Recurring Template
Reassign Category Groups
Assign each expense category to the correct group so it appears correctly in reports.