Start from a template built for the client type
Every template ships with a scoped onboarding checklist and a recurring monthly pack — edit either one to match how your firm actually works.
Pick a starting point, not a blank page
Each template is a real requirement set — counts below are what ships by default before you customize anything.
Retail
Point-of-sale exports, merchant deposits and inventory adjustments, month after month.
- Onboarding
- 14 requirements
- Monthly pack
- 11 requirements
- POS settlement reports
- Merchant processor statements
- Inventory count adjustments
Restaurant
Tips, tip credits, food cost and multi-location deposits without a spreadsheet chase.
- Onboarding
- 16 requirements
- Monthly pack
- 13 requirements
- Daily sales summaries
- Tip and gratuity reports
- Vendor invoices by location
Ecommerce
Marketplace payouts, ad spend and shipping fees reconciled against the storefront.
- Onboarding
- 15 requirements
- Monthly pack
- 12 requirements
- Marketplace payout reports
- Ad platform invoices
- Shipping and fulfillment statements
Professional services
Time and billing exports, retainers and contractor payments for firms that bill by the hour.
- Onboarding
- 12 requirements
- Monthly pack
- 9 requirements
- Time and billing exports
- Retainer and prepayment ledgers
- 1099 contractor payments
Real estate
Rent rolls, security deposits and property-level expenses across a portfolio.
- Onboarding
- 17 requirements
- Monthly pack
- 14 requirements
- Rent roll exports
- Security deposit ledgers
- Property management statements
Nonprofit
Restricted funds, grant reporting and donor acknowledgements tracked by program.
- Onboarding
- 13 requirements
- Monthly pack
- 10 requirements
- Grant award letters
- Restricted fund activity
- Donor contribution summaries
Construction
Job costing, retainage and subcontractor pay applications by project.
- Onboarding
- 18 requirements
- Monthly pack
- 15 requirements
- Job cost reports by project
- Subcontractor pay applications
- Retainage schedules
SaaS
Deferred revenue, payment processor payouts and usage-based billing exports.
- Onboarding
- 13 requirements
- Monthly pack
- 10 requirements
- Payment processor payouts
- Subscription billing exports
- Deferred revenue schedules
A template is a starting point, not a constraint
Duplicate a template per client, remove what doesn't apply, and add anything specific to their file. Changes to a client's copy never touch the shared template.
Set up your first client in minutes
Start your free 7-day trial of the Team plan and pick a template that matches your first client.