CustomBooks™ Product Perks: May 2025 - Mobile Dashboard
CustomBooks™ Product Perks: May 2025 - Mobile Dashboard
The new CustomBooks™ Mobile Dashboard was designed with one thing in mind: making financial management effortless, wherever your business takes you.
Whether you're a business owner reviewing monthly sales, or a CPA sharing end-of-year reports - our Mobile Dashboard helps you stay in control on the go.
Getting Started is Easy:
Download the Mobile Dashboard from App Store/Google Play Store.
Log in with your CustomBooks™ credentials.
New to CustomBooks™? Click "Sign Up" and start a free trial today!
Key Features that you’ll love:
Multi Company Access - manage multiple businesses or clients in one place.
Intuitive Dashboard - Real time insights give you a snapshot of your most important metrics—sales, net income, and expenses—all in real time. Customize your date range to match the reports you need.
Bank and Credit Card Monitoring - See if banks are online, or need attention; you can also see both bank and Custombooks™ balances, and recent transactions.
Document Vault - Upload and securely share reports from your phone, or receive reports from your financial team.
5-Star Human Support - Have Questions? Fast, reliable and friendly help is just a tap away.
Your data is protected with advanced security protocols, ensuring peace of mind every step of the way.
📱 iPhone & iPad: Download on the App Store
🤖 Android: Get it on Google Play
Watch it in action now:
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