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Reconcile purchase, sales, and inventory

When each leg lives in a different file, reconciliation becomes detective work.

Published Tuesday, September 29, 2026

  • Post before you reconcile

    Inbound and outbound posts update on-hand immediately, start reconciliation from document totals, not cell edits.

  • Include returns

    Post purchase and sales returns in the same module so they adjust stock instead of hiding in side sheets.

  • Month-end checklist

    Match dashboard KPIs to document lists, then spot-check high-variance SKUs in inventory export.

Stop reconciling spreadsheets.

Create a workspace, import or add master data, and post your first receipt or shipment to see totals align.

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How to leave spreadsheets

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Press ⌘K or Ctrl+K