The CustomBooks™ Mobile Dashboard is built exclusively for CustomBooks™ users to simplify your day, reduce hassle, and keep your financial data within reach. Download the app and take control of your business on the go.
Download the CustomBooks™ Mobile Dashboard and log in with your existing credentials — your data stays safe with enterprise-grade security, including secure vault protection and robust authentication. New to CustomBooks? Start your trial today. (mike@moonhouse.media Can you please add the free trial link? https://custombooks.com/free-trial-signup)
Easily switch between multiple companies within the CustomBooks™ Mobile Dashboard — perfect for business owners, accountants, or advisors managing several clients or entities. View complete financial data for each company without logging in and out, and stay connected to everything, even when you're on the move. Multi-company access has never been more seamless.
View all your bank and credit card accounts from a single screen with the CustomBooks™ Mobile Dashboard. Instantly check balances, review recent activity, and set custom alerts to stay informed about important updates — all in one place
Access real-time sales data anytime with the CustomBooks™ Mobile Dashboard. Customize the date to get the insights you need, right when you need them — perfect for making fast, informed business decisions on the go.
Get a clear, real-time view of your key financials — including net income and expenses — all from the intuitive Mobile Dashboard. Easily customize date ranges to generate the exact reports you’re looking for
Share important reports with clients in seconds — simply upload them to the secure vault from your phone. They’ll have instant access, no email threads or delays required
