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Bookkeeping

Financial software that grows with your business.

We're not just a general ledger. Proximent builds tailored, inherently dynamic financial systems that conform to how your business actually runs — and scale alongside it. Every essential tool and piece of guidance a leader needs to never miss an opportunity for growth.

Drag widgets to build your dashboard
Net income
$12.9k
Cash on hand
$48.2k
Expenses
$7.1k
Receivables
$3.4k
+ 8 more widgets· tailored to your business
The Proximent difference

State-of-the-art financial reporting — without the back-office noise.

Simple ledger inputs and outputs. Clear financial insights. Step-by-step user guidance. Tax-prep solutions built in. We consolidate the complexity that comes with running a business so leaders can focus on the decisions that move it forward.

What you get

Four pillars, one cohesive back office.

Simple ledger in & out

Capture income and expenses without wrestling with accounting jargon. A clean, guided interface keeps day-to-day entries effortless — while the chart of accounts underneath stays fully configurable to your policies.

Financial insights

Real-time visibility into cash flow, margins, and trends. We surface the numbers leaders actually need to make decisions — not buried reports you have to dig for.

Step-by-step guidance

Every workflow is wrapped in plain-language prompts so anyone on your team can use it confidently. The system meets you where you are and walks you through what's next.

Tax-prep & professional exports

Contractor tracking, mileage, sales tax, quarterly estimates, and one-click balance sheet & year-end exports — investor-ready PDFs wired straight to your ledger so tax season and funding conversations stop being a fire drill.

Built to scale

Conforms to your business — at any stage.

The same system that runs a two-person shop adapts as you grow into departments, entities, and multi-state operations. No rip-and-replace.

01
Starting out
Foundation that fits

Spin up a clean chart of accounts and ledger tailored to your business model from day one — no generic templates.

02
Growing
Insights when it matters

Add reporting modules, approvals, and tax workflows as your team and revenue expand. Nothing gets in your way.

03
Established
Multi-entity ready

Scale to departments, locations, and entities with the same platform — configured around your governance, not the other way around.

Inside the platform

Every essential tool, in one place.

Configurable chart of accounts and ledger structure
Real-time net income, cash flow, and balance views
Transaction-level memos, categories, and approvals
Receipts & invoices captured and attached automatically
Contractor, mileage, sales tax, and quarterly tax modules
One-click balance sheet export — investor-ready PDF for lenders, funding, and growth planning
Period statements and exportable financial reports
Per-organization isolation and bank-grade access controls
Guided onboarding tailored to your entity type
Layered permissions for owners, operators, and accountants
Continuously extended as your reporting needs evolve
Tailored to your organization

Stop reacting to your books. Start leading with them.

Talk with our team about configuring Proximent Bookkeeping around your policies, your reporting needs, and where you're headed next.