A plugin for Gridzu

A ledger that will not let you file something that doesn't add up

Real double-entry, on the tables you already have. Every transaction says where the money came from and where it went, and Gridzu checks the two agree before anything is posted. Gridzu itself is free; the suite of four plugins is what you pay for.

An invoice in Gridzu: what is still owed, worked out from the payments and credits against it

It balances or it doesn't post

Debits have to equal credits. That check runs in Gridzu itself rather than on the form, so a paste, an import or a sync can't get round it — and when an entry is out, it tells you by exactly how much and which way.

Corrections that leave the history alone

A posted entry is read-only. Get one wrong and you reverse it — Gridzu writes the mirror image and you enter the right one. Your books still say what you filed at the time, and the correction is visible as a correction.

You can still get in

It's your data, so you can unlock a posted entry. It's then marked as amended, permanently, with the reason you gave — and every report that includes it says so. You can always get in; your accountant can always see that you did.

A chart of accounts to start from

Twenty ordinary accounts, numbered the way most small businesses already number them. Rename them, delete the ones you don't want, add your own. It's a table.

One customer list, not two

Already running the CRM? Accounting uses the same customers and the same invoices — it doesn't make a second copy to drift out of step. Running it on its own works too; it just makes what it needs.

Every change is on the record

Who made it, when, and what it was before — down to the cell. Not a summary that says three things changed, the actual old and new values.

Quotes with options, and paper worth sending

Offer two ways to do the job and let them pick. Accept one and the invoice is raised from it, lines and all.

A quote in Gridzu: the conversation, the document as the customer saw it, and where the money stands

The day-to-day

Your bank statement, read properly

Import OFX, QFX or a CSV from any bank. Downloading an overlapping month again is safe — anything already there is recognized and skipped, so you never have to work out where you got up to.

Reconciling, with the reason shown

Gridzu offers what each line might be and says why — the amount matches, the name is close, this rule has caught it before. Nothing is accepted for you. Finishing refuses while the two sides disagree, and says by how much and which way.

Reports you can hand over

Trial balance, profit and loss, balance sheet, cash movement, general ledger, and who owes what. Any figure opens the postings behind it. Out as a PDF or a spreadsheet, with the period and the date it was run on every page.

Somewhere to start, and somewhere to stop

Nobody begins on the first of January with an empty ledger. Type your balances off your old trial balance and Gridzu works out which side each one goes. Close a period when it's done, and nothing can be dated into it by accident.

Quotes that become invoices

A quote isn't income and never reaches the ledger. Accept one and Gridzu raises the invoice, lines and all — and the quote stays exactly as it was sent, so “what did we quote them” still has an answer six months later. Purchase orders work the same way into bills.

Credit notes, so nothing gets deleted

Refunds, returns and write-offs come off what the customer owes and show on their aging. A deleted invoice is a hole in a quarter you already filed; a credit note is a correction both figures survive.

Rent that raises itself

Set anything to repeat — weekly, monthly, quarterly, yearly. Gridzu raises it on the day as a draft and stops there. Money that appears in your books without somebody looking is how an error gets old before it's found.

Expenses, not just bills

A bill is what a vendor sends you on terms. An expense is the card payment at the counter, and most businesses have far more of those — so they get their own screen instead of being forced through a bill you raise and immediately pay. Paid personally? Say so, and the books show the business owes you.

Somewhere to put the receipt

Photograph it, attach it, done. Files are kept in a folder beside your workspace rather than stuffed into the database, so four years of receipts doesn't turn your books into something you can't back up. Gridzu keeps the file; it doesn't try to read it.

A first screen that answers something

Profit this month, what you're owed, what you owe, what's in the bank — and the three or four things actually waiting on you. Every figure opens the report it came from.

What it is, and what it isn't

It is a bookkeeping tool. It keeps a proper double-entry ledger, refuses entries that don't balance, and records who changed what. That's a real foundation, and it's what your accountant will want to see.

It is not your accountant, and it doesn't file anything. Gridzu works out figures and shows you where they came from; it doesn't submit them to anybody, and nothing here is tax or accounting advice. The numbers are yours to check and yours to file.

It is not a vault. You own the file, so you can always get at your own data — that's the point of everything running on your machine. What Gridzu gives you is a record of what happened, not a claim that nothing could ever be changed.

What it costs

$10/month

for the whole suite — Accounting comes with the CRM, payroll and taxes, not sold on its own. Gridzu itself is free.

You buy it inside Gridzu, not here — install the app, sign in, and Accounting is a button on the toolbar waiting to be switched on. All four land on your account the moment you pay, with nothing to enter twice.

Get Gridzu — it's free

Cancel any time 14-day money back Your books stay yours Nothing to host

Already subscribed? It appears in Gridzu automatically, in the Plugins group on the toolbar.

Billed monthly in US dollars, cancelled by you in two clicks, and refunded in full if you ask within 14 days of your first payment — the whole of it is on the billing, cancellation & refunds page.