Practice Client Management, Clock-in/out for Clients, Bank Statement Converter to CSV Tool and more.
Accountants/bookkeepers with multiple clients can setup client deadlines and services. Get instant timesheets from clients without bugging them.
Practice Management
Manage client deadlines, track what and when items are due, and see which staff are working on which tasks—everything you need for effective practice management at a glance.
Time Tracking for Clients & Employees
Digital clock-in/out system for both clients and employees, with NFC tag verification, break tracking, and overtime calculations for accurate payroll and service records.
Bank Statement Converter
Effortlessly convert your bank and credit card statements from PDF or images into Excel spreadsheets for fast and precise bookkeeping.
Security for you & your clients' Financial data
Data Jurisdiction
Your data is stored in U.S./Canadian data centers to align with legal and compliance requirements.
Bank-level Security
We use the same bank-level security as banks use.
Global Standards
Books77 uses industry-standard security measures including AES-256 encryption, HTTPS secure communication, and SHA-256 hashing - the same security standards used by financial institutions.
Hosted on data centers to ensure the security and privacy of your data