SaaS
Every step of an employee expense in AccountDesq - capturing receipts, expense reports and approval, what posts to the General Ledger, paying people back (including advances), recharging costs to customers, recurring bills, and the reports that tie it together.
Vijay Patel · Head of Product, Accountdesq
A walkthrough of AccountDesq’s receivables: live AR aging, the Settlement Engine for advances and credit balances, promises-to-pay as a real record, disputes as their own workflow, and the collections center that tells you who to follow up with next.
Vijay Patel · Head of Product, Accountdesq
A sweep rule watches one of your bank accounts and auto-transfers whatever sits above a trigger balance into another account of yours, keeping a configured minimum behind - and any transfer it creates still needs a second approver if it clears the threshold.
Vijay Patel · Head of Product, Accountdesq
Positive Pay compares checks you have recorded as issued against what Bank Transactions has already matched from your statement, and sorts every one into a status that tells you exactly what happened - including the one status that should never appear.
Vijay Patel · Head of Product, Accountdesq
Reconcile, review receivables and payables, gather documentation, talk to your accountant before December ends, not after. The full year-end checklist.
Pranjal Hedge · Small Business Finance Writer
Recurring billing isn’t just for software companies - retainers, memberships, and service contracts all need the same discipline. Here is how to set it up right.
Sweta Oswal · Chartered Accountant
Categorizing expenses is the easy part. The real control problem is approval - who signs off, at what amount, and how you stop it from becoming a bottleneck.
Sweta Oswal · Chartered Accountant
A balance sheet isn’t as intimidating as it looks. Once you know what the three sections mean and why they always balance, you can read any company’s financial position.
Pranjal Hedge · Small Business Finance Writer
Segregation of duties, maker-checker approvals, and an audit trail - the real controls a small business needs once more than one person can touch the books, without slowing the business down.
Vijay Patel · Head of Product, Accountdesq
Revenue and profit lag. Cash runway, DSO, and gross margin lead - the financial metrics every small business owner should track weekly, not just at year-end.
Pranjal Hedge · Small Business Finance Writer
Subscription revenue breaks a lot of default accounting assumptions. Here is how MRR, churn, dunning, and revenue recognition fit together for a SaaS finance function.
Sweta Oswal · Chartered Accountant
A Purchase Order never touches your ledger. A Goods Receipt does. A Bill does. Here’s the real accounting behind every purchasing screen in AccountDesq.
Vijay Patel · Head of Product, Accountdesq
What Categorize, Match, and Ignore actually do to a bank line - and which Banking screens genuinely post to your ledger versus which ones only help you decide.
Vijay Patel · Head of Product, Accountdesq
Every stage of a sale in AccountDesq, in order - what each status means, exactly what hits your General Ledger and when, and the honest gaps (some things you might expect to be automatic, aren’t).
Vijay Patel · Head of Product, Accountdesq
A large invoice doesn’t get rejected when it exceeds someone’s limit - it quietly waits in the Approvals inbox instead. Here’s exactly how that works.
Vijay Patel · Head of Product, Accountdesq
Sales Register includes every invoice status; Item Performance only counts issued ones. Knowing each report’s basis matters as much as reading its numbers.
Vijay Patel · Head of Product, Accountdesq
Your book balance and bank balance don't match. Eight causes, checked in the right order, find almost every mismatch fast.
Sweta Oswal · Chartered Accountant
Recorded the payment but the invoice still says unpaid? It's almost always an allocation problem, not a missing-money problem.
Vijay Patel · Head of Product, Accountdesq
Overpayment? Return? Wrong entry? Customer credit, refunds and reversals do three different jobs - using the wrong one corrupts your books.
Vijay Patel · Head of Product, Accountdesq
From your first invoice to your first audit - the plain-English playbook for running clean books without an accounting degree.
Sweta Oswal · Chartered Accountant
Profit is an opinion; cash is a fact. Build a 13-week rolling forecast in 15 minutes a week - no spreadsheet heroics required.
Vijay Patel · Head of Product, Accountdesq
The invoice itself is a collections tool. How the fastest-paid businesses design, time, and follow up on theirs.
Pranjal Hedge · Small Business Finance Writer
A pragmatic map of AI in bookkeeping: what pays off immediately, what needs supervision, and what should stay human forever.
Vijay Patel · Head of Product, Accountdesq
Businesses that close monthly decide better weekly. The whole ritual - reconcile, review, lock - in one timed 90-minute checklist.
Sweta Oswal · Chartered Accountant
Every article is tagged four ways - start from whichever lens fits.
Curated sequences - read in order, finish with a working skill.
Zero to clean books: the foundation sequence every new business should read in order.
4 steps · ~48 min total
Get paid faster, handle every exception correctly, and see cash problems weeks early.
3 steps · ~27 min total
The compliance and automation sequence for the moment headcount and volume arrive.
3 steps · ~23 min total
From setting up a customer to reconciling the cash - exactly what each stage of a sale does in AccountDesq, and every exception along the way.
6 steps · ~63 min total
Vendor to Purchase Order to Bill to payment - what actually posts to your books at each stage, and what a "hold" does and doesn’t block.
4 steps · ~41 min total
Import a statement, explain every line, and keep transfers, petty cash, and reconciliations under real spending controls.
3 steps · ~32 min total
What posts to the ledger when stock moves, and what stays purely operational - Catalog through cycle counts.
4 steps · ~52 min total
Beyond the core financial statements - which report answers which question, and where its numbers actually come from.
5 steps · ~62 min total
Approval limits, the audit trail, journal entries, and every Settings screen - how the controls that keep your books honest actually work.
1 steps · ~12 min total
The finance vocabulary and controls that matter once you move past pure bookkeeping - health metrics, subscription revenue, and real approval controls.
3 steps · ~42 min total
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