Revenue, expenses, payments, and QuickBooks — money tied to deals, not a side spreadsheet.
See sales, F&I gross, and deposits without asking anyone to pull a report. Keep QuickBooks and your accountant; drop the re-keying. $89/mo — part of Full OS at $763/mo.
Revenue dashboard · Expense tracking + P&L · QuickBooks Online sync path · Monthly CSV export
15-minute call. Walk revenue, expenses, and the accountant handoff — no deck theater.
Not a full general ledger or tax suite. Revenue, expenses, payments, and handoff paths that hang off deal records.
Sales, F&I, and deposits land on one revenue view tied to deal records. The number on the board traces back to a jacket — not a side spreadsheet someone rebuilt last night.
See what the store made without asking for an export.
Track expenses alongside deal revenue so P&L is a store view, not a monthly scramble. Owner-level visibility without waiting on someone to pull a report.
Read P&L in the morning — not after a spreadsheet chase.
Payments sit in their own surface so deposits and money movement are visible with the rest of store activity. Not a separate wallet app with no deal context.
Deposits and payment activity where the money belongs.
Keep QuickBooks. Use the QuickBooks Online sync path so your books stay where your accountant already works. You lose re-keying, not the tool you trust.
Keep your accountant. Lose the double entry.
Financial views hang off deal records so revenue and related money trail the jacket. Money tied to deals — not a free-floating workbook nobody owns.
P&L lines that still know which deal they came from.
Monthly CSV export for your accountant so they get a clean handoff without you rebuilding columns every close. Their tools stay; your re-keying goes.
Export once. Stop copy-paste month-end.
Four steps. Money stays on the deal path — then you sync or export for the books.
Deal-tied views need deals. Pair Accounting & Payments with the modules that feed them.
Accounting & Payments is $89/mo as a module. See every line item on pricing. Part of Full OS — $763/mo.
No. Accounting & Payments includes a QuickBooks Online sync path and a monthly CSV export for your accountant. It is not a lock-in replacement for the books you already run.
No. This module is deal-tied dealership money views — revenue, expenses, payments, and P&L scoped to store activity. Your accountant keeps their existing tools; you stop treating money as a side spreadsheet.
On the payments surface. Deposits also appear on the revenue dashboard (sales, F&I, deposits) so payment activity stays with the rest of the money picture.
It is best with DMS (and deal flow) because deal-tied financial views need deals to tie to. A bare Accounting & Payments module without deals still gives expense and payment surfaces, but the value is thinner when revenue has nothing to hang on.
A monthly CSV export for your accountant, plus a QuickBooks Online sync path if you keep books there. They stay on their tools; you hand them clean data instead of re-keying.
Walk revenue, expenses, payments, and the accountant handoff on real store workflows. We’ll say so if the fit is thin without DMS deals.
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