Accounting on your phone
The whole accounting suite — the Expense Center and the full ledger — in the Operations tab of the iPhone and Android apps.
Everything in the accounting suite is now in both phone apps, under Operations → Accounting. It is not a summary screen or a read-only view of the website: the same thirteen sections, the same tabs inside each of them, and the same buttons. An invoice you issue from a van is the invoice, numbered and posted, and a bank line you match on a train stays matched.
Where it is
Open the app, tap Operations, tap Accounting. The website shows these as a left-hand menu; the phone shows the same four groups as one list, because thirteen separate rows in the Operations tab would bury everything else that lives there.
| Group | Sections |
|---|---|
| Get paid | Invoicing & Bills · Sales & Estimates |
| Money | Banking · AP & Portals |
| Books | Chart of Accounts · Reports · Tax Center · Advanced · Job Costing |
| Tools | AI Finance · QuickBooks Migration · Settings |
Job Costing appears only for service professionals — it prices a technician’s hours against a work order, which a management company does not have.
Both sets of books are on the phone, whichever you chose
A management company keeps its books in one of two places: the Expense Center, which logs what you spend and maps it to tax lines, or the full double-entry ledger. On the website, opening Books takes you to whichever you picked. On the phone both are on the Accounting screen, side by side, with your current choice marked — because a redirect on a handset would make half the product unreachable for anyone who has never seen that setting.
Tapping the other one opens it and makes it your default. Switching changes what the portal opens and nothing else: nothing is moved, nothing is deleted, and everything you have already entered stays exactly where it is in both.
What the phone will not do, and why
| On the website only | Why |
|---|---|
| Connecting a Plaid or Teller bank feed | Both collect your bank sign-in inside their own secure window, which only runs in a browser. Connect it once on seayora.com and it syncs to the phone afterwards. The Seayora payout feed and SimpleFIN connect on the phone. |
| Tap to Pay on iPhone | Waiting on Apple’s publishing entitlement. |
Where a step has to happen in a browser, the app says so and says why, rather than drawing a button that quietly does nothing.
A figure that could not be read is a dash
Nothing here shows $0.00 for a number it failed to fetch. A total that could not be read is an em dash, and a source that failed says so. On a books screen an invented zero is a statement about your company’s finances.
Frequently asked questions
Can I issue an invoice from my phone?
Yes — draft it, add lines, issue it and take a payment against it. An issued invoice is immutable on the phone exactly as it is on the website: a correction is a credit note or a void-and-reissue, because the customer already holds the original.
Does the phone show the same numbers as the website?
Yes. Both read the same accounting API — there is no separate mobile calculation and no cached summary. A report run on a handset is the report.
Can I export my expenses from the app?
Yes. The Expense Center’s Tax & export tab exports the rows your filters are showing, as a spreadsheet or as data, and hands the file to your phone’s share sheet — email it, put it in Drive or iCloud, or open it in a spreadsheet app.
Is my accountant’s access different on the phone?
No. Team permissions are enforced on the server, so a member who cannot post journal entries on the website cannot post them from a handset either.
Related features and guides
- Accounting Suite Overview — Documentation. A tour of Seayora’s accounting and bookkeeping tools — invoicing, bills, ledger, bank feeds, reports, automations, and the AI analyst.
- Property Management Accounting — Feature. A full chart of accounts and general ledger purpose-built for rentals — income and expenses tracked to the unit, with rent, fees, and maintenance posting automatically.
- Receipt Capture — Photograph a Receipt, Finish the Expense — Documentation. How to turn a photo or PDF of a receipt, bill or invoice into a draft expense or bill, what Seayora reads from it, how it matches vendors and categories, and where the draft lands.
- The Tax Center: Year-End Prep, Sales-Tax Returns, 1099s — Documentation. A Schedule C view of your year from the books, an estimate of what to set aside, sales-tax worksheets and returns by state, 1099 preparation, a knowledge base of federal, state and city rules, and an assistant grounded on all of it.
- Bank Feeds & Reconciliation — Feature. Connect bank feeds and reconcile transactions against the ledger, so what the books say and what the bank says actually match.
- Invoicing, Estimates & Statements — Feature. Create invoices and estimates, send customer statements, and collect payment through the same rails as rent — with everything posting to the ledger automatically.