Profit & Loss
Posted revenue and expense accounts, with a previous-period comparison.
SoftBook · Money OS
Know where your money stands.
Invoices, payments, expenses, receipts and books stay connected—so you can see what needs attention without becoming an accountant.
Money in motion. You in control.
Illustrative product example
Money Pulse · this month
Cash in
$8,420Payments recorded this monthCash out
$3,180Expenses recorded this monthOutstanding
$2,650Across 3 open invoicesRecords
Review needed2 suggested matches · 1 missing receiptExample values only · based on records entered or connected to SoftBillo
Money Pulse
Not another dashboard. A clear answer to what needs you.
Cash in comes from payments recorded in SoftBillo. Cash out comes from recorded expenses. Outstanding comes from open invoice balances. Review counts point back to the source records.
What it does not do
Cash movement is not called profit.
Profit is available from posted revenue and expense entries in the Profit & Loss report. Money Pulse keeps everyday cash movement separate, with an as-of time when the signed-in view has one.
Get paid
From invoice sent to money understood.
An invoice moves through Draft, Sent, Due and Paid from recorded status, due dates and payments. Part-payments reduce the outstanding balance without pretending the rest has arrived.
- InvoiceINV-104 · sent
- Payment$1,200 recorded
- BooksPosted to ledger
- ReportIncluded in reports
Recorded means recorded in SoftBillo. A bank match or payment record can confirm the workflow; SoftBillo does not hold customer funds, and it does not imply external settlement before evidence is available.
Spend + receipts
Capture quickly. Confirm carefully.
Use your phone browser or installed web app to take a photo, or upload a receipt. SoftBillo reads possible fields; you check them before they become a confirmed record.
- CaptureCamera photo or file upload
- SuggestedVendor, date, amount and category
- Review requiredCheck uncertain or extracted fields
- ConfirmedAvailable for books and matching
Extraction and categorisation are suggestions, not guaranteed readings. Duplicate checks can use the file, receipt reference, amount, date and card details where available.
Reconciliation
Three items need a quick review.
Statement imports, pasted bank alerts and configured bank connections can supply transaction lines. SoftBillo suggests likely invoice, expense or bill matches. An owner or accountant confirms before the match posts.
Connected feeds depend on the provider being configured for your region. CSV imports and manual bank-alert capture remain available without claiming a live connection.
Bank line · 04 Oct−$84.00
North Street Supplies · Ref 8831
Suggested match · review requiredExpense · North Street Supplies
Why this match?
Evidence
Same amount, reference 8831, and dates within one day.
Next stepConfirm, reject, or leave it for later. Nothing posts from this example.
Reports + professional collaboration
Understand the books. Share the evidence.
Reports count posted and reversed ledger entries—not drafts waiting for approval. Choose a period, inspect the figures, and export what your accountant or bookkeeper needs.
Balance Sheet
What the business owns and owes as of the selected date.
Cash flow
Posted cash-account movements grouped into operating, investing and financing activity.
Aged balances
Outstanding customer invoices and supplier bills grouped by age.
Accountant pack
PDF and CSV records, reports and source documents in a downloadable pack or expiring share link.
Tax summaries
Configurable tax labels and rates based on your records. SoftBillo does not file returns or provide tax advice.
Vio + Money
An explanation beside the record.
Vio can surface recorded facts such as an overdue invoice, an unmatched transaction or a missing receipt. The recommendation stays separate from the evidence.
See how Vio worksIllustrative Vio Money insight
- Recorded fact
- Invoice INV-104 is 6 days overdue. No payment is recorded.
- Explanation
- $1,200 remains outstanding against its due date.
- Recommendation
- Prepare a reminder for review.
- Decision
- You edit and approve before sending.
Connected business context
The books begin before the bookkeeping.
Customers, bookings and work can lead into invoices and payments using shared records in one SoftBillo account. Each stage appears only when the underlying relationship exists.
- Customer
- Booking
- Work
- Invoice
- Payment
- Books
- Insight
One SoftBillo
Add the money capability you need.
SoftBook lives inside the same account and dashboard as your customers and work. Choose it on its own, or compare Complete when you need several connected capabilities.
- AI receipt scan
- Money inbox capture & matching
- Report exports (P&L, Balance Sheet)
- Lock closed periods
SoftBook
$7/monthGlobal price · subscription billed in USD. Your workspace accounting currency is a separate setting.Financial precision
Clear states. Clear limits.
- Approval stays visible. Suggested matches and extracted receipt details wait for review.
- Posted records drive reports. Drafts and pending approvals do not silently change the figures.
- Your records determine the result. Tax summaries and reports depend on complete, accurate entries.
SoftBook is bookkeeping software, not a bank, payment processor, licensed accountant or tax adviser. It does not replace professional advice.