Books is accounting for growing companies: a chart of accounts with immutable posted journals, invoices and bills, bank reconciliation, sales tax, fixed assets, financial statements and group consolidation. It runs on the same platform as People, so payroll and expense claims post to the ledger without re-keying. Accountants can work from the keyboard, and outside CPAs get their own client console.
Key capabilities
A finance home with cash, dues and tax at a glance, and a console for accountants who keep several companies’ books.
Posted journals are never edited; corrections are reversals. Every change is recorded in an edit log that cannot be switched off.
From estimate to receipt, with tax computed per line and approvals where the company wants them.
Orders, receipts and bills matched, with input tax tracked line by line.
Stock for trading businesses, valued and posted to cost of goods sold.
Import statements, let rules do the routine matching and reconcile the rest.
An asset register with depreciation, disposal and custody linked to employees.
Sales tax and 1099 reporting prepared from posted documents, per entity.
Statements, registers and a report builder that limited users see filtered to their scope.
A group of companies with inter-company transactions mirrored and consolidated statements.
Work with an outside accountant and move in from other software.
Books keeps US-dollar books for US companies, with sales tax, 1099s and ACH payments built in, and consolidates a group of entities in one place.
Finance roles get Books in the Ciyora app, next to the other apps in the app switcher.
On the phone
Every person signs in once. Roles decide what they see, and can be limited to a location, branch or other scope where the app supports it.
Owns settings, approvals, period locks and the full set of books.
Posts vouchers, invoices and bills, reconciles banks and prepares returns.
Enters day-to-day transactions, optionally limited to some registrations or branches.
Reviews the books, leaves review notes and works across client companies.
Reads reports and documents without changing them.
Apps share one directory, one sign-in and the same records, so nothing is keyed in twice.
Payroll runs, payroll tax deposits, expense claims and settlements post journals automatically.
CRM accounts share Books customers, and accepted quotes become sales orders or invoices.
Project invoices post with the project dimension, so project profitability matches.
Procurement purchase orders, goods receipts and bills are Books documents.
Financial statements and entity details feed state annual reports and corporate records.
Every closed register shift posts to the Books ledger.
Revenue, receivables and cash feed company-wide dashboards.
Books is available on its own or as part of Ciyora One, with every app for every employee.