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AccBooks AI

The problem

Sound familiar?

Top-line growth means nothing if margin is hiding.

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Project margin is a mystery

Time tracking lives in one tool, costs in another — never the two shall meet.

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Retainers and milestones tangled

Invoicing, deferred revenue and WIP get out of sync each quarter.

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Pass-through costs lose money

Out-of-pocket expenses don't make it onto the client invoice.

Why AccBooks

What you get

Project-aware accounting, without project-aware spreadsheets.

Project P&L

See revenue, time cost and pass-through expenses for every engagement, live.

Retainer and milestone billing

Recurring invoices, milestone triggers and deferred revenue handled cleanly.

Time and expense capture

Connect Harvest, Toggl and Xero — or capture expenses in our mobile app.

How it works

Up and running in three steps

  1. 1

    Set up your project codes

    Import from your PM tool or create them inside AccBooks.

  2. 2

    Tag costs and time

    Auto-tag rules push receipts and timesheets to the right project.

  3. 3

    Open the project P&L

    Make pricing decisions with real margins, not gut feeling.

Customer story

“We discovered a quarter of our retainers were unprofitable. We renegotiated within a month — payback paid for AccBooks ten times over.”

— Tom Walsh, MD, Northpoint Studio

+18%

agency-wide margin

Stop guessing which projects pay

Free 14-day trial. Connect your stack in minutes.