Everything Your Business Needs. Already Included
No stack of apps No maze of integrations
No extra subscriptions for every workflow.
AuxoBooks brings accounting, customers, scheduling, payroll,
fleet management, banking, documents, and business insights
into one connected platform.
Accounting was only the beginning.
Know What Needs Your Attention
Most dashboards show numbers. AuxoBooks shows what needs to be done next.
See important items like:
Every item is one click away from being completed.
AuxoBooks doesn't just show where your business stands. It helps you move forward.
Accounting Made Simple
Get a clear picture of your business finances without needing to become an accounting expert.
Manage:
- Customer payments
- Bills and expenses
- Budgets
- Sales tax
- Multiple currencies
- Profit & Loss reports
- Balance Sheets
- Cash Flow reports
- Financial records and activity history
Everything stays organized, accurate, and easy to understand.
Banking That Saves Time
Connect your bank accounts and cards to keep your books updated faster.
AuxoBooks helps you:
- Import transactions
- Categorize expenses
- Match transfers
- Reconcile accounts
- Reduce manual work
The system learns over time, so you spend less time organizing transactions and more time running your business.
Customers, Sales & Revenue in One Place
Your customers should not live in a separate system from your books.
AuxoBooks helps you:
- Track leads
- Manage opportunities
- Build your sales pipeline
- Create estimates
- Convert estimates into customers
- Send invoices without re-entering information
The customer you quote becomes the customer you invoice.
Exactly how it should work
Schedule the Work, Dispatch the Team, Bill the Job
Perfect for service businesses and field teams.
AuxoBooks helps you:
- Schedule jobs
- Assign technicians or crews
- Manage service visits
- Track job progress
- Connect completed work to invoices
- Keep records updated automatically
No disconnected calendars
No duplicate entry
No missed handoffs
Keep Vehicles and Equipment Moving
Your vehicles and equipment keep the business running.
AuxoBooks helps you track:
- Vehicles
- Equipment
- Maintenance
- Service schedules
- Upkeep history
- Operating costs
Stay ahead of breakdowns, reduce surprises, and keep crews on schedule.
Send, Sign, Store, Done
No separate signing tool required.
Use AuxoBooks to send and manage:
- Contracts
- Estimates
- Authorizations
- Approvals
Customers can sign from anywhere, and signed documents are automatically saved to the correct records.
Time Tracking & Payroll
Manage labor without extra spreadsheets.
Track:
- Employee hours
- Contractor hours
- Billable time
- Labor costs
- Payroll records
Turn tracked time into accurate payroll and billing from one connected system.
Replace Financing Spreadsheets
Track loans and leases with better clarity.
Manage:
- Loan balances
- Monthly payments
- Interest costs
- Payment schedules
- Lease obligations
- Payoff progress
Know where your money is going without maintaining separate spreadsheets.
One Login for Multiple Businesses
Running more than one business should not mean managing multiple accounts and passwords.
AuxoBooks lets you:
- Keep separate books
- Maintain separate reports
- Control separate permissions
- Protect separate financial records
- Switch between companies instantly
Everything separated where it matters
Everything simple where it helps
AI Copilot
Ask your business questions in plain English.
No report hunting
No filter building
No digging through numbers
Ask questions like:
- How much did I make last quarter?
- What invoices are overdue?
- Which projects are most profitable?
- Am I setting enough aside for taxes?
AuxoBooks turns your business data into answers you can actually use.
Secure by Design
Your books, customers, payments, and business records deserve serious protection.
AuxoBooks includes:
- Bank-grade data protection
- Role-based permissions
- Two-factor authentication
- Encrypted sensitive data
- Secure accountant access
- Activity history and audit records
Every action is logged.
Every permission is controlled.
Every organization stays isolated.
Growth is only valuable when it is built on trust.
Support When You Need It
Questions happen.
Our team is here to help.
Get access to:
- 24/7 support
- Product guidance
- Help resources
- Knowledge base
- Customer assistance
Because software should come with support you can rely on.
Reporting
Reports
P&L, balance sheet, cash flow.
Detailed reports
By class, customer, item, vendor; budget vs actual.
Custom reports
Build your own reports from a dataset and save them.
Insights
See Your Business Without Running a Report
Your books have been trying to tell you something
Insights reads them for you
Income, spending, margins, receivables, trends — in plain English, with charts that show where the money goes
Every Number Is a Door
Tap any figure — a margin, a category, a customer balance — and walk down
Three taps from "margin is down" to the document that explains it
That's not a chart
That's proof
Where the Money Goes
The spending view you know from your credit card app — done for your whole business
View category breakdowns, month-by-month spending, projected pace, top vendors, and recurring subscription costs
Know exactly where your money is going
Margins That Tell the Truth
View gross and net margins in dollars and percentages
Measure performance by crew, customer, or service line
Every figure clearly shows what it includes — and what it doesn't
No mystery math
It Comes to You
Know Where You Stand
Compare your performance against your own history, your budget, your goals, and published industry benchmarks
Every benchmark includes the source and year
AI That Explains. Never Guesses
Included with Every AuxoBooks Plan
Insights is included in every AuxoBooks plan
Not an add-on
Not an upsell
It's what your books should have been doing all along
Property Management
Collect Rent Like a Landlord, Keep Books Like an Accountant
The new Rent Desk shows who owes what this month at a glance
One Screen, Every Unit, This Month
View every unit, tenant, amount due, and payment status in one place
Track Paid, Partial, Due, Late, and Vacant units
Sort by who needs attention and stay on top of rent collection
Record Rent in Seconds
Record cash, check, money order, Zelle, Venmo, and bank transfer payments
We remember how each tenant usually pays
Receipt emailed automatically
Batch mode lets you record multiple payments in under a minute
The Drawer and the Bank, Handled
Checks waiting to be deposited stay in the Deposit tray
Create one deposit that matches your bank records
When your bank feed updates, your transactions match with confidence
Deposits, Splits, and the Hard Cases
Owners Get Statements, You Get Your Weekend
Professional owner statements sent monthly, quarterly, or annually
Email annual statements, Schedule E worksheets, and deposit summaries automatically
It Explains Itself
Simple on Top, Real Books Underneath
Simple rent tools can't reconcile
Pro tools need training
AuxoBooks is the one that's both
Boards
From Idea to Done, All in One Place
The wall of sticky notes, the task list, and the project plan finally come together
Boards gives your team task boards with priorities, assignments, and checklists
IdeaBooks provide a collaborative whiteboard where everyone can draw together
Task Boards Your Crew Actually Uses
Organize work with drag-and-drop columns
Assign priorities, due dates, checklists, comments, and photos
Create tasks quickly using simple natural language
Manage recurring tasks, personal tasks, and team tasks from one place
Checklists Your Customers Can See
Share a board with your customers using a simple link
No account required
Let customers follow progress as every checklist item is completed
See who completed each task and when
Proof of work delivered with every job
IdeaBooks, Brainstorm Like a Whiteboard
Collaborate with sticky notes, shapes, arrows, and freehand drawing
Turn ideas into prioritized tasks
Convert tasks into projects with budgets
Move from brainstorming to execution without changing platforms
Works Where Your Crew Works
Use Boards even without an internet connection
Continue working from the truck, the job site, or the field
Everything syncs automatically when you're back online
Install it like an app for quick access
Nothing Gets Lost
Deleted items stay in Trash for 30 days
Track every change with who made it and when
Celebrate completed work with Kudos for your team
One Platform, One Source of Truth
E-Signature
Send It, Sign It, Seal It, Included
Prepare documents in minutes with smart field detection
Sign in one stroke or review page by page
Every completed document is cryptographically sealed
Preparation That Does the Work
Upload a document and let smart field detection place signature fields, dates, and initials
Review, adjust, and send with ease
Manage multi-signer routing, reminders, and expiration from one place
Signing Anyone Can Do
Review documents in full-page view on any device
Navigate field by field or page by page
Sign everything in one stroke or take your time to review
Print, sign, and upload a scanned copy when needed
Sealed, Not Just Signed
Every completed document is cryptographically sealed with a full audit certificate
View who signed, when they signed, where they signed, and what they viewed
Tamper-evident records help keep every document secure
Your Documents, Your Workflow
Review Every Page with Confidence
Enable review-required for important documents
Require signers to view every page before signing
Every review is recorded in the audit certificate
Included with Every AuxoBooks Plan
Stop paying by the envelope
E-Signature is included with AuxoBooks
Send as many documents as your business needs, based on your current plan
Everything Connected, Everything Working Together
The customer
The job
The invoice
The payment
The books
One connected workflow from beginning to end
No duct tape
No software maze
No endless integrations
Just one platform built for growth
