YourBooks · Books that feed your forecast
Bookkeeping for startups and SMEs. We bring your full history across with you, you sign off on the trial balance before anything commits, and from then on the books stay clean, current, and readable. Your general ledger feeds a live forecast on the same platform.
Works on its own, or with the YourCFO forecast as the Suite.
The bookkeeper you never chose
Most founders got their bookkeeping bundled in with the corporate secretary, or the registered agent, at incorporation. Nobody evaluated it. So you never see the books, you do not see the statements, and when you ask for them it takes weeks, which is too late to plan with. You end up running the company on the bank balance, which shows you cash and nothing else: not what you are owed, not what you owe, not where cash is heading. Corp sec and bookkeeping are two services. You keep the first and move the second.
How the switch works
Two things need care, the handover and the sign-off. Both are ordinary.
Your full general ledger since inception, from Xero, QuickBooks, or your bookkeeper's export. You keep your own chart of accounts, or map it onto ours. We do this part with you.
Everything lands in staging. Every entry has to balance and every account has to resolve. You see a trial balance and per-year P&L and balance sheet, and nothing touches live books until you say so.
Forward a receipt or a bill and it gets booked. Entries post, expenses categorise, the bank reconciles, and the books stay close-ready.
What it does
Transactions and bills post to the right accounts on their own. Expense capture and categorisation happen as the money moves, not at month-end.
Bank activity matches to your ledger as it happens, so the books are always close-ready instead of a quarterly fire drill.
A real general ledger, P&L, and balance sheet, always current, with receivables and payables on them. The numbers your board, your filing, and your forecast all depend on, without asking anyone for them.
Multi-currency and multi-entity from the start, with a chart of accounts seeded to the kind of business you run.
Before and after
More than bookkeeping
A bookkeeper tells you what happened. Once your general ledger is in YourBooks, it flows into the on its own, so burn, runway and variance come out of the books instead of a spreadsheet you rebuild at month-end. When the raise comes, the model is already anchored to real numbers. No bookkeeping firm and no bookkeeping tool gives you that.
Questions
A conversation about what you would hand over, what you would keep, and what you would sign off on before anything commits.