Our Products

Financial tools built for
how you actually work.

Three products. One mission. Clean books, clear reports, and no year-end scrambles.

■ BB Lite
BookBalance Lite

BookBalance Lite is a cloud accounting app for small businesses and solopreneurs. Connect your bank, import transactions automatically, and get a clean P&L every month -- no accountant, no QuickBooks complexity, no contract.

AI-assisted bank import -- connect your bank or drop in a CSV and transactions categorize automatically
Real-time P&L, expense breakdown, and monthly close
Invoice creation, payment tracking, and AR management
Cloud-based -- nothing to install, works from any browser
Flat monthly fee, no long-term contract
Outgrown DIY? Upgrade seamlessly to managed bookkeeping
See Pricing → Book a Call
Full BB Lite breakdown →
BB Lite Dashboard
Total Revenue (MTD)$14,820.00
Total Expenses (MTD)$8,340.50
Net Income$6,479.50
Unreconciled Transactions3
Expense Breakdown
Payroll$5,200
Software$840
Office$300
■ Book990
Book990

The complete Form 990 preparation tool for nonprofits and CPA firms. Full coverage of all parts and schedules, pre-filing compliance checking, Schedule B threshold tracking, and a client portal -- with 990 lines auto-populating from your books when you’re on Flow.

Complete Form 990 coverage -- Parts I, III–XII, Schedules A, B, J, O, Grant Tracker, and Donor Records
Pre-filing compliance checker with FAIL / WARN / PASS results
Schedule B donor threshold monitoring ($5K+ auto-flagged)
Multi-client dashboard for CPA firms
Client portal -- share a read-only return link with your ED
When used with Flow: 990 lines auto-populate from your books
Start 14-Day Free Trial → See Pricing
Full Book990 breakdown →
Book990 Compliance Check
EIN format validPASS
Balance sheet balancesPASS
Part XI ties to Part XPASS
Schedule B threshold2 donors over $5K
Officer comp disclosurePASS
COI policy documentedWARN
Filing deadline: May 15, 2026 — 60 days remaining
■ BookBalance Flow
BookBalance Flow

Full nonprofit financial management built for organizations that need more than basic bookkeeping. Already on QuickBooks or Xero? Flow connects to your existing system, pulls your chart of accounts, and auto-populates your Form 990 at year end -- no re-entry, no reconstruction.

Connects to QuickBooks, Xero, and Sage -- use your existing bookkeeping system
Fund accounting -- restricted, temporarily restricted, and unrestricted tracking in real time
Every transaction tagged to fund, program, project, and functional allocation category
Board-ready reports, grantor reports, and stakeholder dashboards
990 lines auto-populate from your books at year end -- no re-entry required
Coming Q4 2026 Join the Waitlist
Learn more about Flow →
Flow Transaction Engine
Account7030 Program Staff Salaries
Fund / DepartmentHHS Workforce Grant
Program / ProjectJob Training → Summer 2026
Functional Allocation
80% Program 15% Mgmt 5% Fundraising
990 Impact: Part IX Line 7 (salaries) + Part X Line 28 (restricted fund balance)