Built for freelancers & small businesses

Your finances,
finally organized.

Track expenses, send professional invoices, and understand your cash flow — without the bloat. Simple accounting that actually makes sense.

Invoices
Expenses
Reports
Outstanding
$12,400
3 invoices
Paid This Month
$8,750
+23% vs last
Expenses MTD
$2,340
12 transactions
Meridian Consulting
Paid · Today
+$4,500
Adobe Creative Cloud
Software · Yesterday
-$54.99
Summit Healthcare
Pending · Jan 20
+$2,800
Collection Rate
94%
Avg. Payment
< 3 days
Bank-Level Security
SSL Encrypted
Cloud-Native
Real-Time Sync
Works on Any Device
Features

Everything you need. Nothing you don't.

Stop wrestling with spreadsheets and overpriced software. Get the tools that actually matter for running your business finances.

Professional Invoices

Create and send polished invoices in seconds. Track payment status, set up reminders, and get paid faster with a clean audit trail.

Expense Tracking

Categorize spending, attach receipts, and stay organized for tax time. Know exactly where every dollar goes without the manual headache.

Financial Reports

Profit & loss, cash flow summaries, and custom reports — generated instantly. Understand your profitability with simple, visual dashboards.

Client Management

Keep all your clients organized in one place. Track contact info, communication history, and financial records at a glance.

Bank Imports

Bring in transactions via CSV or bank statements. Reduce manual data entry and reconcile your books in a fraction of the time.

Built-In Email

Send invoices and payment reminders directly from the platform. No tab-switching — communicate with clients right where you work.

Capabilities

Built for how you actually work

Whether you're a solo freelancer or managing a growing team, the platform adapts to your workflow.

01

Real-Time Dashboard

See outstanding invoices, revenue trends, and key metrics the moment you log in. No digging through menus — your numbers are always front and center.

02

Smart Categories

Expenses are organized into logical categories automatically. Customize your chart of accounts to match how you think about your business.

03

Multi-Client Support

Manage multiple clients with complete data isolation. Perfect for freelancers juggling projects or small firms with a growing client base.

04

White-Label Ready

Bookkeepers and fractional CFOs can brand the platform as their own. Offer clients a polished, professional portal under your firm's identity.

Who It's For

Simple enough for anyone. Powerful enough for pros.

Whether you're tracking your first invoice or managing dozens of clients, Patterson Accounting grows with you.

💻

Freelancers

Stop losing receipts and chasing payments. Track your income, expenses, and invoices in one clean workspace — so you can focus on the work, not the paperwork.

🏪

Small Business Owners

Get a clear picture of your cash flow without hiring an accountant. Create professional invoices, monitor spending, and generate reports when tax time comes around.

📊

Bookkeepers & Fractional CFOs

White-label the entire platform under your brand. Manage multiple clients from a single dashboard and deliver a professional experience your clients will love.

White-Label Available
How It Works

Up and running in minutes

No complex setup. No lengthy onboarding. Just sign up and start managing your finances.

1

Create Your Account

Sign up in seconds and set up your business profile.

2

Add Clients & Expenses

Import your clients and start logging transactions immediately.

3

Invoice & Get Paid

Create professional invoices and send them straight from the app.

4

Review & Report

Generate financial reports and track your growth over time.

Ready to take control of
your finances?

Join freelancers and small business owners who've simplified their accounting.