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PrimeBase/Features/Accounting
Feature · Accounting Software with CRM & Inventory

Real double-entry. Real reports. Built into your CRM.

Real accounting software with CRM and inventory built in — not a lite tool bolted on the side. Full chart of accounts, multi-currency, approval workflow, P&L, balance sheet, A/R and A/P aging — all connected to the customers and vendors who already live in PrimeBase.

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app.primebase.io/accounting/dashboard
P&L, A/R, A/P — live, not exported
The problem

Your CRM tracks deals. Your accounting tool tracks money. Neither talks to the other.

You have customer data in one tool and financial data in another. Every month, someone manually bridges the gap — exporting, reconciling, emailing. The same customer exists in three places with three slightly different numbers.

It’s not a data problem. It’s a missing connection.

Teams lose 3–4 hours every month on manual reconciliation
And still can't trust that all three tools agree.
QuickBooks · separate account
Invoice #1088 · Lakeshore Co.$15,741 · Unpaid
CustomerLakeshore Co.
Deal stage— not in QuickBooks
Project— not in QuickBooks
Estimate ref— not linked
Last contact— check your CRM
Invoice exists. Customer context: check another tool.
Monthly export ritual
End of month — send to accountant
Every. Single. Month.
1
Export invoices CSV from CRM
2
Export transactions from bank
3
Export bills CSV from email
4
Manually reconcile differences
5
Email ZIP to accountant
3–4 hours. Every month. Error-prone by design.
The triple-entry problem
Lakeshore Co. — where do I look?
CRM
Name
Email
Deal value ($15,741)
QuickBooks
Name
Invoice total ($15,741)
Balance ($0)
Spreadsheet
Name
Contract value ($14,500)
Status: TBC
Three records. Three numbers. Which one is right?
CRM says $15,741. QuickBooks says $14,500. Spreadsheet: TBC.
What’s inside

The full accounting stack. One source of truth.

Double-entry bookkeeping, 13+ document types, multi-currency, pre-built reports, and a complete audit trail — all connected to the customers and vendors who already live in PrimeBase.

Core feature

Live financial dashboard.

Revenue, expenses, net income, and outstanding balances — live, not exported. Drill into any number to see the transactions behind it.

Revenue (May)
$124,850
+12%
Expenses (May)
$76,400
+5%
Net Income
$48,450
+22%
A/R Outstanding
$32,100
4 open
Revenue trend
D
J
F
M
A
M
Recent transactions
INV-1088Lakeshore Co.Approved$15,741
BILL-442Acme SuppliesPending$4,200
PMT-219TechCorp LtdReceived$8,500
CNT-014Metro PartnersCredit$1,200

13+ document types. Every transaction covered.

Invoices, bills, credit notes, debit notes, advance payments, journal entries, bank transfers — the full set, not a subset.

Document types13+ supported
Receivables
InvoiceCredit NoteAdvance Invoice
Payables
BillDebit NoteAdvance BillVendor Credit
Payments
Customer PaymentVendor PaymentBank Transfer
Other
Journal EntryExpenseOpening Balance

Draft → Approved → Immutable. No surprises.

Once a document is approved, entries are locked. Corrections go through credit or debit notes — the original stays in the ledger. The audit trail is complete and tamper-evident.

Approval workflow
✎
Draft
Editable freely
⌛
Pending
Awaiting approval
✓
Approved
Immutable — locked
Once approved, entries cannot be edited
Corrections are made via Credit Notes or Debit Notes — the original entry stays in the ledger.
Approval can be required for all documents or only above a threshold. Full audit trail on every transition.

Multi-currency. Your exchange rates.

Invoice in any currency. Enter exchange rates manually — gains and losses are tracked automatically.

USD$15,7411.00
GBP£12,4000.79
EUR€14,5300.92

Tax and compliance built in.

Configure tax rates per jurisdiction. 1099-NEC tracking for vendors.

GST10%
VAT (UK)20%
1099-NECActive

Auto-generated journal entries.

Every document creates the correct double-entry automatically.

INV-1088 journal entry
DRAccounts Receivable$15,741
CRService Revenue$13,400
CRGST Payable$2,341

Chart of accounts, your way.

Pre-loaded with sensible defaults. Fully customisable to your structure.

Assets
├─ Accounts Receivable
├─ Cash & Equivalents
Liabilities
├─ Accounts Payable
Revenue
├─ Service Revenue

Pre-built financial reports. No accountant needed to run them.

P&L, balance sheet, cash flow statement, trial balance — generated live from your data. Filter by date range and currency. Export to PDF.

P&L — May 2025Month-to-date
Revenue
Service Revenue$124,850
Total Revenue$124,850
Cost of Goods Sold$28,400
Gross Profit$96,450
Operating Expenses
Salaries$48,000
Total OpEx$48,000
Net Income$48,450

A/R and A/P aging. Know exactly who owes what.

See outstanding receivables and payables bucketed by age. Spot overdue invoices before they become bad debt. Know which vendor bills are about to be late.

A/R Aging
Current$18,400
1–30 days$8,200
31–60 days$4,100
61–90 days$1,200
90+ days$200
Total$32,100
A/P Aging
Current$12,100
1–30 days$4,200
31–60 days$1,800
61–90 days$600
90+ days$0
Total$18,700
Connected to the rest of PrimeBase

One set of numbers. Every module connected.

The customer in your CRM is the same customer on the invoice. The vendor in your vendor list is the same as the one on the bill. No duplicates. No reconciliation. One source of truth.

Accounting
May 2025 · 4 modules
Live sync13+ types
Connected to
Invoice raised→CRM
The invoice is linked to the customer record. Deal history, contact, and project context are right there — no switching tools to understand who you're billing.
Bill received→Vendors
The vendor bill links to the supplier record. Payment history, GRNs, and compliance documents — all on the same screen.
GRN recorded→Inventory
A vendor bill is auto-created when a Goods Receipt Note is confirmed. Inventory is updated. Journal entries are generated. No manual entry required.
Estimate approved→Estimates
Convert the approved estimate to an invoice in one click. All line items, tax, and discount carry across. The invoice links back to the estimate automatically.
Common questions

What people ask before they switch.

Real accounting. PrimeBase uses full double-entry bookkeeping — every transaction generates the correct journal entries automatically. You get a proper chart of accounts, trial balance, P&L, balance sheet, and cash flow statement. It's not a simplified "lite" version. If you've used QuickBooks or Xero, the concepts are the same.
One platform. One set of books.

Stop reconciling. Start reporting.

14-day free trial. Five-minute setup. No credit card required.

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