See the portal

See what you'd log in to.

These are real screens from the portal, running on a sample company. Your CPA sets up your books before you log in, so this is what is waiting for you.

The Libra Financial portal is where you and your CPA work on your books. It shows what needs your answer, keeps your reports current, and lets you click a figure on your reports to see the entries behind it. It works on a computer and in your phone's browser. The portal comes in dark and light, and you pick either with one click. You'll see both below.

Show the screens in

MixAll lightAll dark

Libra Financial dashboard in the dark look: a To Do list with transactions to categorize, then cash on hand, sales this month, overdue sales invoices, overdue purchase invoices and net income for the year, for a sample company. — The way the portal opens. Sample company, sample data.

Libra Financial dashboard in the light look: a To Do list with transactions to categorize, then cash on hand, sales this month, overdue sales invoices, overdue purchase invoices and net income for the year, for a sample company. — The same screen in the light look. Sample company, sample data.

Your CPA set it up. You see what needs you.

Log in and your To Do list is first. Under it: cash on hand, sales this month, late sales invoices and purchase invoices, and profit so far this year. Quick reports are one click away.

Transaction list in the dark look, each line with a category chosen and a Send to CPA button, an Ask CPA button and a Create Rule button. — One line at a time or the whole batch. Sample company, sample data.

Categorize a month in minutes.

Every line shows what it is and whether it is done. Send one to your CPA, or review the batch and send them all. Set a rule for charges that repeat, like rent or your phone bill, and they categorize themselves from then on.

Messages screen in the light look: the CPA asks who check 1043 was made out to, and the client replies in one line. — Your CPA asks about a check, you answer in one line. Sample company, sample data.

Your CPA asks. You answer in a sentence.

Questions are tied to the transaction they are about, so nobody has to explain which charge they mean. Your statements, receipts and year-end paperwork live in the same place.

See how it works

Phone Home screen in the dark look: cash on hand, a count of transactions that need an answer, a Snap a receipt button and two bank balances. — Home: your cash, what needs an answer, and a camera for receipts. The phone app opens in the dark look. Sample company, sample data.

Phone Answer screen in the dark look titled "What were these for?", with a suggested category and a category picker for each transaction and a button that sends the answers to the CPA. — Answer: tap the suggestion or pick a category, then send. Sample company, sample data.

Answer from your phone.

Tap the suggestion if it is right, or pick a category. It counts in your reports straight away, and your CPA reviews and posts it. Snap receipts and check reports too. It works in your phone's browser, nothing to download.

Profit and loss in the light look: a bar chart of income and expenses by month with a net income line, then income and cost of goods sold in the classic layout. — A profit and loss in the classic layout, with a chart. Sample company, sample data.

Reports that look like an accountant made them.

Classic profit and loss and balance sheet layouts. Add last period and the difference next to this one, then export to Excel. Need a different view? Pick your own rows and columns, save the layout, and run it any time.

A panel open over a report in the dark look, titled "What this number is made of", listing the sales behind one figure by date, description, what it is and amount, with search, filter and Export to Excel. — Click Sales and see every sale that adds up to it. Sample company, sample data.

Numbers you can click.

Click a figure on your reports and see the entries behind it, with the date, description and amount. Search them, filter them, or send them to Excel.

Balance sheet print view on a sample company's letterhead. — Print it on your letterhead when the bank asks. It prints the same in either look. Sample company, sample data.

Print it when the bank asks.

Financial statements on your own letterhead, ready to hand to a lender or landlord.

More than one business

Own more than one business?

One portal, every entity, and consolidated statements with the money between them removed.

In the portal, a switcher at the top lists your businesses. Pick one and you are in its books. A group page puts every company's figures side by side, and each figure opens that company's detail. For a group your CPA consolidates, one more entry, "All businesses", opens the consolidated balance sheet and profit and loss.

Your CPA sets up the consolidation for your group of businesses once, then runs it at month end. The consolidated figures are as of that last run, and they are prepared for your own use, with no assurance given. Ask us how it works for your businesses.

Everything for more than one business

Want your own books to look like this?

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