Plan smarter, travel easier.

Contacts, Audiences, Segments & Tags

Manage who you send to. Contacts, manual audiences, dynamic segments, and ad-hoc tags — what each is for and when to use them.

Compliance & Deliverability

CAN-SPAM, GDPR, CASL — what the law requires, what Marketing handles for you, and what you're responsible for.

Campaigns & Email Templates

Create, edit, schedule, and send one-time email campaigns. Save designs as reusable templates.

Automations

Multi-step email sequences triggered by an event. Welcome series, lead nurture, re-engagement, anniversary, post-trip follow-ups.

Users & Roles

Invite team members and accountants. Roles, plan-based seat limits, multi-company access.

Companies & Switching

Run multiple companies in one Books account. Adding, switching, plan limits, deleting.

Filing Cabinet

Built-in document storage for receipts, invoices, contracts, and tax documents. OCR search, email-to-file, sharing.

Books — Getting Started

Step-by-step from a new Books account to your first balanced books. Settings, bank accounts, chart of accounts, opening balances.

Importing Transactions (CSV)

Upload bank CSVs when bank feeds aren't supported. Map columns, detect duplicates, categorize after import.

Journal Entries

Manual double-entry adjustments for accruals, depreciation, owner equity, and anything that doesn't fit the standard transaction flow.

Payees

Track who you pay and who pays you. Default categories, merging duplicates, 1099 reporting.