One book your whole team keeps.
Your staff log expenses and daily sales by text or photo. You and your accountant see clean, categorized books every month.
InsofyonlineOne shared book, many hands.
Your cook, your cashier, your manager — everyone posts to the same books room, and every entry shows who logged it.
Categorized to your chart of accounts.
Insofy reads each receipt and entry and suggests the right account. You confirm — nothing lands in the books unreviewed.
A monthly P&L you can hand to your accountant.
Close each month with a profit & loss computed straight from what your team logged — same entries, same statement, every time.
Your team already knows the numbers. Now your books do too.
Insofy gives your business one shared workspace — your people, your rooms, your books. Staff log expenses and sales from their phones as they happen, so month-end is a review, not a reconstruction.
Encrypted in transit & at rest We never sell your data
What your business gets
Bookkeeping first. A business account underneath.
Insofy sets your business up with its own account: your team as members, shared rooms for the day-to-day, and a books room where every dollar in and out gets written down — by the people who were there.
One shared book, many hands
A dedicated books room the whole team posts to. Receipts, bills, and daily sales land in one place, each entry stamped with who logged it.
Snap it or say it
Staff log an expense by photographing the receipt or typing one line in the room. No forms, no training.
Filed to your chart of accounts
Insofy reads every entry and suggests the account it belongs to. Confirm with a tap, or recategorize — the books stay yours to correct.
A month-end that computes itself
Every month closes into a profit & loss built deterministically from your entries — the same books always produce the same statement. No surprises, no massaging.
Roles, not passwords on a sticky note
Owners, managers, and staff each get their own Insofy account with the access their role allows — and nothing more.
Rooms beyond the books
Your business account carries the rest of the day-to-day too: shared rooms where the team coordinates, right next to the books.
How it works
From first call to closed month.
We set you up
Talk to us and we provision your business account — company profile, chart of accounts, and your books room, configured with you, not by you.
Invite your team
Add employees with the roles they hold. Each gets their own Insofy account and joins your business's rooms — including the books.
Log daily, close monthly
Staff log expenses and sales as they happen. You review the suggested categories, then close the month with a clean P&L for your accountant.
Your books belong to your business — not to us.
Every receipt, entry, and statement in your books room is your business's record. We store it and secure it; you decide who sees it, who posts to it, and where a copy goes.
What your business controls
- Who's in the books — you choose which employees and which accountant can see or post entries.
- Your chart of accounts — the categories are yours; Insofy files into them, it doesn't redefine them.
- A complete copy, anytime — export your categorized books whenever you want; they're yours to take.
Employees see the rooms their role grants — nothing else.
What we never do
- Sell or share your business's financial data
- Show your books to anyone you haven't invited
- Alter your entries — people log them, people correct them
- Lock you in — your books export cleanly, anytime
Access is controlled by the business owner. The privacy policy covers the full picture.
Put the whole team on the books.
Tell us about your business and we'll set up your account, your roles, and your books room — your team just starts logging.