Customer billing with context
Prepare quotes and invoices, record payments and review statements. Open linked customer and project records to understand what was billed and what remains outstanding.
Contractor accounting
Zepfolio Accounting
From the first quote to the recorded payment. Keep customer billing, vendor costs and the ledger connected to the jobs behind the numbers.
14 days free · No card required · 3-seat minimum
A little hands-on time
Your first look at Accounting.
Sample Company
Accounting workspace
Accounting / Dashboard
Dashboard
Books health
Sample ledger balanced · Checked Oct 20
Operating cash
$38,420.00
Customers owe
$11,850.00
Bills to pay
$2,570.00
Income & expenses
Jul–Oct 2026Jul
Aug
Sep
Oct
IncomeExpenses
Work waiting
Recent activity
Payment received · West Park Estates
Bill added · Summit Supply
Quote accepted · West Park Estates
For owners and bookkeepers who need the job story behind customer balances, vendor bills and financial reports.
- 01Quote and invoice the work
- 02Record costs and payments
- 03Match banking and review the books
The work, from start to finish
Progress billing against the contract
Bill project progress against a contract amount. Review invoiced-to-date, paid amounts, open balances and the amount left to bill alongside the project.
Vendor bills through payment
Record bills and vendor credits, review approvals and pay bills. Combined payments preserve each bill's allocation while representing the money sent as one payment batch.
Match banking to recorded work
Use supported bank connections to bring in transactions, match recorded activity and reconcile accounts. AI bookkeeping suggestions are proposals to review—not permission to silently pay bills.
Actual double-entry books
Use a chart of accounts, journal entries and financial reports. Labor, bills and expenses can carry project coding so operational costs and accounting stay connected.
Separate books for each company
Switch between companies in one session. Each keeps its own ledger, customers, settings and access. Sharing a subscription does not merge company books.
Connected work. Separate companies.
Keep working in the active company, with the records and permissions assigned to your role. Linked information brings the field and office together without merging company data.
Before you get started
Is this accounting, or just an export?
Zepfolio has its own double-entry ledger, customer and vendor transactions, banking workflows and financial reports. It is not merely an invoice export.
Can we import from QuickBooks?
QuickBooks import workflows include switching-company and acquisition modes. Review the supported records and historical-versus-working treatment before migration; do not assume every QuickBooks record or feature transfers unchanged.
Does payroll include tax filing?
No native payroll tax filing service is promised. People supports hours preparation, advances and recording externally processed payroll results; Accounting handles the related ledger mapping.
Will AI make accounting changes without review?
ZepBot can prepare bookkeeping proposals for approval. Authorized users review financial actions through the existing accounting workflows.
Put it to work in your company.
$29 per active person per month. Every module included, seats shared across your companies.
Start your 14-day free trial