Income and expenses
Payments come in from your invoices. Add expenses with category, vendor, payment method and a photo of the receipt.
Finances
Know if the business is really making money
Income from paid invoices, expenses with receipts, profit and loss by month, quarter or year, the sales tax you collected and the profit of every job — ready to hand to your accountant.
What you get
Finances in Jobs & Jots
Profit & loss
Cash basis by month, quarter or year: money in when the client pays, money out when you pay.
Sales tax collected
The tax inside every payment, kept apart from your income.
Profit by job
Invoiced, item costs, labor and expenses for each job.
For my accountant
Download CSV reports and a zip with every receipt in one click.
How it works
3 simple steps
Add your expenses as you pay them.
Check profit and loss for the month.
Send the accountant package at tax time.
FAQ
Questions, answered
Do I need accounting experience?
No. Expense categories come ready, with notes on where each one goes on your taxes.
Who can see the numbers?
Only people you give Finances access to.
A simpler way to run your business.
Send your first estimate today. Free while Jobs & Jots is in beta — no credit card.