Books that fill in from your invoices.
The invoices, payments and expenses you already record become double-entry journal entries, on a cash or accrual basis. Your books stay next to the client work.
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Request a demo- 01
- A chart of accounts from a template, cash or accrual.
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- Invoices, payments and expenses post as journal entries.
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- Reports export as PDF or CSV for your accountant.
What is double-entry accounting inside a CRM?
Double-entry accounting records every transaction as a debit and a credit, so the books always balance. In Workspace369 the invoices, payments and expenses you already record become journal entries automatically through posting rules, on a cash or accrual basis, against a chart of accounts set up from a template.
Reviewed October 21, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the finance workflow documentationThe work you already record becomes the ledger.
Invoices, payments and expenses become journal entries by fixed posting rules. Nobody keys them in twice.
- InvoicesReceivable, revenue and tax
- PaymentsCash in, receivable cleared
- ExpensesExpense account and cash
- RetainersWhen the balance pays an invoice
- BillsBills and bill payments, on Commander
See exactly what each record posts.
Every rule is a plain debit and credit you can check, and each memo names the record it came from. Pick a record to see the entry it creates.
- Cash or accrual basis, chosen when you set up
- On cash basis, invoices post when they are paid
- The review queue for new entries is on Commander
- 1100 Accounts ReceivableInvoice totalDebit$1,260.00
- 4000 RevenueBefore taxCredit$1,200.00
- 2100 Tax PayableTax on the invoiceCredit$60.00
Sample data. Pick a record to see its entry.
A chart of accounts on day one, reports that read from it.
Set up once. From then on every report reads from the same ledger.
Keeping the books in QuickBooks today? See Workspace369 vs QuickBooks- 01
Four setup steps
Pick a template, your fiscal year and cash or accrual, then review. The General Business template sets up accounts with codes, or import a chart of accounts and opening balances from CSV.
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Every report in one list
Receivables and profitability first, then the financial statements, trial balance and general ledger. Each one reads from the same entries.
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Profit & Loss, compared
Pick a period, compare it with the previous one, and export it as PDF or CSV for your accountant. Profit & Loss and the other financial statements are on Commander.
Basic accounting on Specialist, the full books on Commander.
Specialist turns your work into journal entries and opens the receivables and profitability reports. Commander adds the rest of the books.
Compare plans- AccountingSpecialist and upBasicFull
- Chart of accountsSpecialist and up
- AR agingSpecialist and up
- Project profitabilitySpecialist and up
- Journal entries & review queueCommander and up
- Accounts payable & vendor billsCommander and up
- Fixed assets & depreciationCommander and up
- P&L, balance sheet & cash flowCommander and up
Read from the current plan comparison.
Accounting questions
What posts to the ledger automatically?
Invoices, payments and expenses create journal entries through posting rules, and so do retainer balances when they pay an invoice. On Commander, vendor bills and bill payments post too, and you can add manual journal entries.
Do automatic entries post straight away?
Setup turns on Require review before posting, so new entries wait as Pending Review. On Commander you approve them from the review queue. On Specialist, turn the review setting off in Accounting Settings and entries post as they are created.
Does it support cash and accrual accounting?
Yes. You choose cash or accrual during setup, and reports use that method. Under cash, an invoice is recorded when it is paid. Under accrual, it is recorded when it is issued.
Can I bring in my existing books?
You can import a chart of accounts and opening balances from CSV, and Historical Data Migration creates journal entries for the invoices and expenses already in Workspace369 before a cutoff date.
Which reports are included?
Specialist includes AR aging, job profitability and customer profitability. Commander adds profit and loss, balance sheet, cash flow, trial balance, general ledger, AP aging, tax summary, budget vs actual, service profitability and recurring revenue. Reports export as PDF or CSV.
Does it sync with QuickBooks or Xero, connect to my bank, or file my taxes?
No. Workspace369 does not sync with QuickBooks or Xero, does not connect to bank feeds, and does not file taxes or run payroll.
Which plan includes accounting?
Accounting starts on Specialist ($149) with basic accounting: the chart of accounts, automatic posting of invoices, payments and expenses, and the AR aging and profitability reports. The full module is on Commander ($299) and Enterprise ($699). It adds manual journal entries and the review queue, cost centers, year-end close, vendor bills, fixed assets, and the financial statements.
Recent updates
All release notes- Accounting reports move to one clear report pageProfit & Loss, Balance Sheet, aging, tax, budget and profitability reports now share one report page, with chips along the top and Export CSV.
- Reports now opens with your key figuresThe Reports page now starts with an At a glance strip of net income, cash, owed to you and to pay on Commander and up, then lists every report in a quiet two-column index.
- Text new leads and missed callers your booking link, and save from the top barWorkflows can now text a lead or a missed caller your booking page link, and the full-page task and accounting create screens save from a top bar.
Let your next invoice post itself.
Start free and bring this workflow into the rest of your workspace.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
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