Skip to content
betterbooks.

THE RESOURCE CENTER

Accounting guides and checklists for practical review

These accounting guides and checklists cover the reviews finance teams run most: a first review of the books, a migration from another system, the month-end close and an access review.

Getting started

Your first accounting review

A useful first session, from identity to the detail behind a balance.

Read the guide
Migration

From source connection to reconciled books

The checkpoints that turn an import into a reviewable accounting dataset.

Read the guide
Accounting workflow

A connected month-end review

Follow cash, subledgers and the general ledger through the same cutoff.

Read the guide
Access & trust

Give every person the access their work needs

An access-review guide for internal teams and external reviewers.

Read the guide
Platform evaluation

Compare accounting software

BetterBooks side by side with QuickBooks Online and Sage Intacct, and how to tell their editions apart.

Explore
Developer documentation

Build with accounting context

Identity, API access, pagination and the source-data boundaries.

Explore

Clarity in every account.

Get closer to your numbers.

Start with your existing identity. Build a clearer view of your accounting.

Get started