Features

Features

SCARLETT streamlines accounting and bookkeeping so you can get back to business.

Maximize your profitability, productivity, accuracy, and tax deductions with our unique features.

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“Scarlett analyzes, monitors, and runs my accounting - keeping me on top, in compliance, and worry free."

Automated monitoring &
management features:

  • Built-in AI Accountant does all of your accounting for you
  • Auto categorization (per GAAP & IRS Code)
  • AI system learns your business as you go
  • Receivables monitoring
  • Cash flow monitoring
  • Proactive recommendations to increase your bottom-line
  • Deductible vs. nondeductible identification
  • Bank import and reconciliation
  • Automatic IRS Compliance
  • Proactive alerts and notifications

Automated tracking &
reporting features:

  • Income and expense tracking
  • Sales and sales tax tracking
  • Time, inventory, and mileage tracking
  • Project profitability tracking
  • Projections calculation
  • Business analytics and insights
  • At-a-glance performance dashboards
  • Exportable double-entry accounting reports: tax time, profit/loss, sales tax, cash flow, comparative, and more
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“Scarlett keeps me in the know easy-to-understand reports and automated projections. Finances have never been easier!"

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“Scarlett is my behind the scenes CFO and my secret weapon. I can breathe easy knowing my accounts are taken care of."

Payment & invoicing features:

  • Send invoices and estimates
  • Accept and make payments, and manage bills
  • Unlimited and customized invoices
  • Online ACH bank transfers (U.S. only) and credit card payments
  • Secure card storage
  • Client retainers
  • Capture and organize receipts
  • Schedule and transfer money in-between accounts and companies you own

Additional features:

  • Quick and effortless step-by-step, guided setup
  • Run unlimited businesses in one account
  • Unlimited team member accounts
  • Multiple user types, including: owners, employees, contractors, accounting professionals, and coaches
  • Unlimited bank and credit card connections
  • Unlimited customizable invoicing and receipt scanning
  • Customizable sales taxes and expense/income categories with account IDs
  • Add-on features include: payroll and coaching
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“I never miss a beat with Scarlett Books’ live webinars, where you can gain expert business and accounting tips and tricks.”

Scarlett, your AI Accountant, is your answer to efficient accounting and bookkeeping

Trust Scarlett to:

  • Download and categorize bank and credit transactions every 24 hours
  • Match downloaded transactions to existing payables
  • Auto match receipts using picture recognition
  • Calculate 30-day cash flow projections every 24 hours
  • Automatically reconcile each account
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Every 24 hours Scarlett™ downloads, categorizes, codes, and flags all transactions

Accounting and bookkeeping made easy with:

  • Receivables monitoring
  • Cash flow monitoring
  • Projections calculation
  • Recurring monthly invoicing
  • Ensuring proper documentation
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Scarlett sends proactive email and text notifications for your convenience

We ensure you’re always in the know when:

  • A cash flow issue is detected
  • Deductible vs. non-deductible identification Is needed
  • Specific IRS documentation is required
  • Monthly or quarterly tasks need to be completed
  • An invoice match or bill match is detected
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Scarlett walks you step-by-step through questionable items to ensure that everything is completed easily and correctly

Let us be your accounting and bookkeeping assistant with:

  • Weekly or monthly reports
  • Deductible vs. non-deductible identification
  • Minutes and resolutions
  • Task identification for incomplete items
  • Automatic fulfillment of tasks once Review is completed
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We hold live webinars to assist you with your accounting and bookkeeping needs

We’re here to help:

  • Learn how to use IBG Books
  • Get personalized attention and immediate answers
  • Get further recommendations based on your business
  • Gain expert accounting and bookkeeping tips and tricks
  • Expand your knowledge base with featured guests
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Accounting & bookkeeping has never been simpler with step-by-step support

Let Scarlett guide you in:

  1. Proactive daily reports
  2. Financial reports on demand
  3. AI Designed to increase bottom line with (instead of “Task Identification for incomplete items”):
    1. Advertising & marketing recommendations based on performance analytic
    2. Product promotion recommendations based on sales analytic
    3. Asset ROI tracking & recommendations
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Our automated AI Accountant Scarlett will work for you.

BUY NOW AND SAVE
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Guidance Technology for Easy Business Setup

Let our AI Accountant, Scarlett, assist you in:
  • Adding Assets
  • Adding Liabilities
  • Adding Inventory
  • Adding Budget
  • Adding Projections
  • Adding Recurring Automatic Invoices
  • Connecting to Accounts
  • Adding Business(es)

Scarlett will proactively take care of your business, notify you of all important items, and keep you in compliance so you can do more of what you love.

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