Full accounting suite built into your CRM
Chart of accounts, journal entries, general ledger, trial balance, financial statements, payroll, and invoicing — no separate accounting software needed.
Professional Accounting, Zero Extra Software
Manage your books, send invoices, and run payroll without leaving your CRM.
Chart of Accounts
Pre-built chart of accounts with full customization. Organize assets, liabilities, equity, revenue, and expenses to match your business structure.
Double-Entry Journal Entries
True double-entry bookkeeping with debit and credit entries, recurring journal templates, and automatic balancing validation on every transaction.
General Ledger
Complete general ledger with drill-down into every transaction, account-level filtering, date range selection, and exportable reports.
Trial Balance & Financial Statements
Generate trial balance, income statement, balance sheet, and cash flow statement on demand with period comparisons and variance analysis.
Invoicing & Quotes
Create professional invoices and quotes with line items, tax calculations, payment terms, and automatic reminders for overdue invoices.
Payroll Management
Run payroll with salary calculations, tax withholdings, direct deposit, pay stubs, and year-end tax document generation for your team.
Multi-Currency Support
Transact in any currency with automatic exchange rate updates, multi-currency invoicing, and consolidated reporting in your base currency.
Payment Processor Integration
Connect Stripe, PayPal, and Square to automatically reconcile payments, match transactions to invoices, and sync financial data in real time.
Frequently Asked Questions
Does this replace QuickBooks?+
For many businesses, yes. AutomateNexus CRM includes a full double-entry accounting suite with chart of accounts, journal entries, general ledger, financial statements, invoicing, and payroll. If you need advanced tax compliance or audit-specific features, you can still integrate with QuickBooks.
Is it double-entry accounting?+
Yes. Every transaction in AutomateNexus CRM uses true double-entry bookkeeping. Each journal entry requires balanced debits and credits, and the system validates every entry before posting to the general ledger.
Can I generate financial statements?+
Absolutely. Generate income statements, balance sheets, cash flow statements, and trial balances on demand. Compare across periods, drill into line items, and export to PDF or Excel for your accountant.
How does payroll work?+
Payroll in AutomateNexus CRM handles salary calculations, tax withholdings, direct deposit, pay stub generation, and year-end tax documents. Set up pay schedules, define compensation structures, and run payroll with a few clicks.
Can I send invoices directly from the CRM?+
Yes. Create and send professional invoices directly from contact or deal records. Invoices support line items, tax calculations, custom payment terms, and automatic overdue reminders via email.
Ditch the Separate Accounting App
Start your 7-day free trial and manage your books inside your CRM. No credit card required.