Accounting for your business - all the books in one place
A chart of accounts with balances, journal entries checked for balance before they save, a trial balance and balance sheet, and a cash flow report by dates - all built on the same transactions already recorded by Lynxbe invoicing and payments, with no double entry.
What accounting means in Lynxbe
Accounting is the module that holds the business's books: a chart of accounts with debit and credit balances, journal entries added manually or generated automatically from a captured payment or an issued invoice, and reports pulled from them - a trial balance, a balance sheet and a cash flow statement. Because it sits on the same database as Lynxbe invoicing and payments, a customer receipt or an issued invoice reaches the books without anyone entering it twice. Importing bank transactions and matching them to invoices and expenses closes the loop between what happened at the bank and what the books say.
What accounting actually does
A chart of accounts with debit and credit balances
A chart of accounts ready for the business, with a name, a mapping to an external code for another accounting system, and an active or disabled status. Every account shows an up to date debit and credit balance, computed straight from the transactions posted to it.
Manual journal entries checked for balance
A manual journal entry is recorded with at least two lines, and debits must equal credits before it saves - an unbalanced entry is rejected with the exact gap in shekels, and it is never written to the books.
Trial balance, balance sheet and cash flow by dates
A trial balance for a chosen period, a balance sheet as of a specific date, and a cash flow report for a date range - all three reports are pulled from the same journal entries, so no report tells a different number than another.
Bank transaction import from CSV with duplicate detection
Upload a CSV file from the bank to the matching bank account, and the platform imports the transactions, flags duplicates already imported before, and reports how many lines could not be read - so no transaction enters twice and none disappears silently.
Matching bank transactions to invoices and expenses
An imported bank transaction is matched to an issued invoice or a recorded expense, gets a matched status and a link to the record - and the match works the other way too: from an invoice or expense you can see whether a bank transaction is matched to it.
Closing an accounting period and reopening it with a reason
Close an accounting period to freeze it against further entries, and if a correction is needed, reopen it with a separate permission from the one that closes, and a reason that is recorded on the period and in the audit log.
One Platform. Everything Connected.
Every module works together seamlessly. Your data flows automatically between CRM, Booking, Payments, Communications, and more.
No More Switching Apps
Everything you need in one place. No juggling between 10 different tools.
Automatic Data Sync
Customer data, bookings, payments, and communications sync automatically.
Smart Automation
Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
Unified Analytics
See your entire business performance in one dashboard with cross-module insights.
See How Modules Work Together
Click any connection to see how two modules combine to create powerful automations
WhatsApp + CRM
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Booking + Invoicing
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Payments + Booking
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
AI + WhatsApp
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Contracts + Payments
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
Automation Flows
Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.
Real Example: The Perfect Customer Journey
Zero manual work. Every step automated.
Power Combinations
See how 3 and 4 modules create complete business workflows
Smart Booking Experience
Booking + WhatsApp + CRM
Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
Automated Billing Cycle
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
24/7 Smart Scheduler
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
Smart Call Center
Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
Multi-Channel Reminders
SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
Omnichannel AI Support
Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
Complete Service Business
CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
Intelligent Customer Engagement
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
Accounting FAQ
Does Lynxbe accounting replace an accountant
How do I record a manual journal entry
How do I import bank transactions from a CSV file
How does a bank transaction get matched to an invoice or an expense
What happens when an accounting period is closed
Is accounting included in the plan
We will show you how a journal entry, a trial balance and a bank transaction matched to an invoice live in the same place.
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