Sophisticated Insights Made Simple

The new CustomBooks™ Mobile Dashboard was built to make financial management effortless—even on the go. Whether you're a business owner reviewing monthly performance or a CPA preparing year-end reports, this app delivers clarity wherever you are.

📱 iPhone & iPad: Download on the App Store

🤖 Android: Get it on Google Play

Step 1: Log in Securely

After downloading, sign in with your existing CustomBooks™ credentials. Your data is protected with enterprise-grade security including a secure vault and multi-layer authentication.

Step 2: Explore the Dashboard

Instantly visualize your key financial data—sales, net income, and expenses—all in one place. Adjust date ranges to tailor the view to your needs.

Step 3: Monitor Transactions

View all connected bank and credit card accounts from a single screen. Get current balances, see recent activity, and stay alert to changes.

Step 4: Upload and Share Reports

Share financials with your team or accountant by uploading documents to the secure report vault. No email threads or USB drives needed.

Step 5: Ask for Help Anytime

Need help? Contact our highly rated human support team directly from the app. Support is fast, friendly, and just a tap away.

The CustomBooks™ Mobile Dashboard puts power and simplicity in your pocket. Save time, reduce friction, and access your numbers wherever business takes you. Already a user? Download the app today and take your business mobile.