Manage Finances on the Go with the CustomBooks™ Mobile Dashboard

Managing finances on the go just got a whole lot easier. The CustomBooks™ Mobile Dashboard is here to help CPAs, bookkeepers, and SMBs stay productive and informed—no matter where the workday takes them. Here are five ways this powerful app can help you and your clients:

📱 iPhone & iPad: Download on the App Store
🤖 Android: Get it on Google Play

• 1. Instant Access to Key Metrics
  Your financial dashboard, now in your pocket. Monitor sales, expenses, net income, and more—without having to log into a desktop computer.
• 2. Collaborate with Ease
  Securely share reports and transaction data with clients or accountants. With the built-in file vault, uploading and accessing shared documents is quick and safe.
• 3. Time-Saving Features
  Skip the email chains and desktop logins. Access real-time financial data directly through your mobile device to make quick, informed decisions.
• 4. All Accounts in One Place
  View all bank and credit card balances in a single glance. No more logging into multiple platforms—CustomBooks™ consolidates it all.
• 5. Stay Supported
  Even while on-the-go, you're never alone. The mobile dashboard offers 5-star human support so you can resolve issues and get questions answered fast.

Already a CustomBooks™ user? Download the dashboard and make accounting easier than ever.