Mocha Accounting

Stop wrestling with spreadsheets and start running your finances like a playbook. In Mocha Accounting, onboarding takes minutes: add your company, map or import your chart, connect bank feeds, and set taxes and currencies. Build roles and approvals so invoices, bills, and expenses move to the right people without chasing emails. If you already track data elsewhere, upload customers, vendors, items, and opening balances to begin with clean, auditable numbers.

For sales, work from quote to cash in one flow. Create estimates, convert them to invoices, and send them with payment links so clients can pay by card or bank. Set auto-reminders that escalate from gentle nudges to collection tasks when due dates pass. Apply receipts to invoices automatically as bank transactions land; Mocha suggests matches to speed up reconciliation. Handle retainers, recurring billing, and partial payments with clear revenue schedules. Selling across borders? Price and collect in multiple currencies, while Mocha posts gains and losses and keeps your base currency reporting consistent.

Control spending before it happens. Capture bills by forwarding emails or scanning PDFs; line items are recognized and coded to the right accounts and projects. Route approvals based on amount, vendor, or department. If you use purchase orders, match PO, receipt, and bill, then update inventory as items arrive so stock levels and costs stay accurate. Employees file expenses from mobile with receipts attached; managers approve on the go. Pay suppliers in batches, choose payment rails, and track discounts and due dates to protect cash. Plan with rolling budgets and forecasts built from history and current pipeline. Track projects with time, expenses, and materials; see margin in real time. Register assets, set depreciation rules, and post monthly entries automatically. Sync payroll summaries, accrue taxes, and prepare returns, including GST, without rekeying data.

When you need answers fast, open the live dashboard for sales, purchases, cash, payables, receivables, and tax status. Slice reports by location, product, project, or custom tags, then save layouts your team can reuse. Schedule report packs to deliver to stakeholders or your CPA at month-end, complete with drill-through and an audit trail. Integrate payment gateways, ecommerce, and CRM to keep orders, stock, and invoices aligned. Use the API to push or pull data into your internal tools. Everything runs in your browser, updates automatically, and supports multi-user collaboration, so finance, operations, and advisors can work in parallel without version conflicts.