Self-employed
Quotes, invoices, expense capture and quarterly tax tracking without the overhead of full ledger software.
The complete platform
Every financial workflow, one connected system.
Billing, banking, expenses, bookkeeping, reporting and planning share one data layer, one permission model and one audit trail — so nothing falls between tools. Explore what StretchBooks does.
Money in
Invoicing & receivables
Turn quotes into invoices, set up recurring billing and get paid faster — with a clear status trail from draft to paid.
- Quotes, invoices, recurring schedules and customer statements
- Draft, sent, viewed, part-paid, paid and overdue states — labelled, never colour-only
- Payment links, deposits and automatic reminders you approve first
Invoices · Northline Works Inc.
| Invoice | Customer | Status | Amount |
|---|---|---|---|
| INV-2041 | Harbourline Media | Paid | $8,400.00 |
| INV-2039 | Cedar & Co. Design | Overdue | $12,750.00 |
| INV-2038 | Maple Grove Retail | Sent | $4,180.00 |
| INV-2037 | Northwind Logistics | Draft | $9,900.00 |
Banking
Bank feeds & reconciliation
Connected feeds, confidence-scored matches and a reconciliation workspace that always ties back to the statement balance.
- Automatic transaction matching with visible confidence scores
- Reusable bank rules for recurring categorization
- Reconcile to a locked statement balance with a full difference trail
Reconcile · RBC Business ••4471
Book
Opening$61,204.10
Cleared$248,910.00
Statement
Closing$248,910.00
Difference$0.00
Intelligence
Reports & cash-flow forecast
P&L, balance sheet, aging and a rolling cash-flow forecast — every view stamped with period, basis, currency and last refresh.
- Standard financials plus custom report filters
- 13-week cash-flow forecast with scenario ranges
- Every figure traces back to source transactions
Cash flow · 13-week forecast · CAD
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Solutions
Built for how you actually work.
The same platform, tuned to your stage — from a first invoice to a multi-entity close.
Small business
Full billing, banking, bills and reporting with approvals and roles as your team grows.
Agencies & services
Project time, billable expenses and milestone billing that flow from StretchProjects into invoices.
Contractors & trades
Job costing, progress invoicing and receipt capture from the field, all reconciled centrally.
Product & inventory
Track products, cost of goods and stock alongside sales, with purchase orders and bills.
Multi-entity
Consolidated reporting, shared chart of accounts and period close across related companies.
For accountants & bookkeepers
A portfolio, review queues and clean handoffs.
Manage every client from one console. Request documents, post adjustments, and move periods through review to a locked close — with an audit trail your firm can stand behind.
- Multi-client dashboard with review and month-end status
- Adjusting journals, reclassifications and secure document requests
- Controlled period reopen with a logged reason and approver
Practice · Client portfolio
| Client | Period | Status | Open items |
|---|---|---|---|
| Northline Works | Jul 2026 | In review | 4 |
| Cedar & Co. | Jul 2026 | Open | 11 |
| Maple Grove | Jun 2026 | Locked | 0 |
Security & trust
Auditable by design.
Financial data deserves controls that match. StretchBooks is built for least-privilege access and a complete history.
Role-based access
One permission model across StretchSuite with least-privilege roles.
Full audit trail
Who changed what, when, and why — including AI-assisted actions.
Encryption
Data encrypted in transit and at rest with managed key rotation.
Approvals & locks
Posted records can't be casually deleted — void, reverse or correct.
Security controls are part of the StretchBooks platform. Availability of specific capabilities may vary by plan and configuration.
See it with a real workspace.
Request access to explore StretchBooks with a realistic company, or compare plans.