Save Time with Toolbox's Automated Bookkeeping

Organize your transactions and download a CSV for review.

Toolbox automates the tedious aspects of bookkeeping, allowing you to focus on what truly matters for your business.

"Transform hours of bookkeeping into minutes. Toolbox's accounting automation lets you manage business finances effortlessly."

Easy

Our platform helps you easily categorize corporate transactions, making financial tracking a breeze.

Connected

Seamless synchronization with your favorite accounting software ensures your records are always up-to-date.

Smart

Group transactions by project or GL code, streamlining the reconciliation process.

Highlights of features

Flexible Imports

Organize your transactions and download a CSV for review.

Transaction Review

Easily group and review transactions before they reflect in your books.

Unified Categories

Synchronize your accounting categories with Toolbox for cohesive and consistent record-keeping.

Spend Categorization

Effortlessly categorize and manage your transactions, enhancing clarity and accuracy.

Receipt Mastery

Easily capture employee receipts via SMS. Toolbox then sorts and categorizes, ensuring streamlined expense reporting.

Real-time Sync

With dynamic integrations like QuickBooks, Sage, and Netsuite, your bookkeeping data is always current and reliable.

Terms and Conditions

Toolbox Electronic Disclosure and Consent

Toolbox is a financial technology company and is not a bank. Banking services provided by Thread Bank; Member FDIC. The Toolbox Visa Debit & Charge Cards are issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa cards are accepted.Your deposits qualify for up to a maximum of $2,500,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program and a list of program banks at https://www.thread.bank/faq. Please contact customerservice@thread.bank with questions on the program.