DB1 Books
The bookkeeping platform for firms that manage many companies.
DB1 Books gives bookkeeping and accounting firms one workspace to run their clients' books: true double-entry accounting, invoices and bills, live bank feeds, a guided month-end close and client-ready reports.
Already a client? Sign in
Try the live demo
Sample companies, ready to explore — no sign-up and no password to type. The data is rebuilt every night.
Invoice recorded
Posted straight to the ledger
Bank feed matched
Transactions categorized and reconciled
Month closed
Checklist complete, reports ready
From daily entries to a clean monthly close
DB1 Books is designed around the routine of a bookkeeping firm: onboard a client, keep the books current, close the month, deliver the reports.
Onboard each client
Create the client company and start from a chart of accounts template for its industry.
Record the daily work
Invoices, bills, expenses and payments — every document posts to the general ledger.
Connect the bank
Import statements or connect live bank feeds, then categorize with rules and suggestions.
Close the month
Run the close checklist, lock the period and deliver the monthly report package.
What DB1 Books gives your firm
Built for the way bookkeeping firms actually work: many companies, clear numbers, monthly delivery.
Firm cockpit
See every client company's status — closes, exceptions and assignments — on a single screen.
Double-entry engine
Every document posts to the ledger and every report reads from it. Debits always equal credits.
Bank feeds & reconciliation
Live bank connections or statement imports (CSV, OFX, QFX, PDF), rules, matching and reconciliation.
Client-ready reports
P&L, balance sheet, cash flow, agings and a monthly report package ready to send.
Guided month-end close
A close checklist per company, with lock dates and a close summary you can stand behind.
Trilingual by user
Each user works in English, Portuguese or Spanish — same books, same numbers.
Run all your clients' books in one place.
Open the live demo — one click, no sign-up — or talk to us about bringing your firm to DB1 Books.