Profit/loss and invoice mgmt tool for non-US SME that is not QuickBooks?

• bigcapital

  24 2,112 9.6 TypeScript

  💵 Bigcapital is financial accounting with intelligent reporting for faster decision-making, an open-source alternative to Quickbooks, Xero, etc.

  

Starting a new corporation and with that P&L balance and without having a CPA on ongoing payroll want to do a much better job at managing my P&L. Currently have done bookkeeping with a combination of CSV bank statement exports and then a manual Perl-based parser to categorize and prepare for taxes. This process has worked fairly well because there are several international accounts that need to be considered that would not be supported by something like a Mint. What I am looking for in the tool: — API integration with Plaid / common US bank / Airwallex — Ability to ingest custom CSV exports from international banks — Ability to issue and track invoices; doing that manually today — Ability to manage receipts for expenses — Mobile app support — Ability to track both a personal and corporate balance would be great — Assistance in compiling a standard profit and loss statement at year end; jurisdiction is outside of the US (offshore)_ and while there is a bookkeeping need there is no reporting need — Some degree of reporting and visualization of spending trends (low priority) — Some AI/NLP features that help with classification; I travel a lot so a lot of weird characters and non-sensical purchase names coming in that I would want to be able to build a rule set around to capture reoccurrences — Open-source would be great but not required; similar self-hosting is an option if it allows for a powerful but cheaper solution I have looked at: — https://bigcapital.ly/ — looks promising but seem in its early phase so maybe not super mature — https://moneydance.com/ — seems only work for personal — QuickBooks — would love something less mainstream

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