SOCIA
SOCIA product

Accounting and Bookkeeping Software

SOCIA Books organises ledgers, transactions, receivables, payables, bank reconciliation and financial statements, with accountant access and PDF export.

Books go wrong slowly: a backlog of entries, a reconciliation put off until month end, a receivable nobody followed up. SOCIA Books is built around keeping the record current, so the P&L, balance sheet and cash flow are available on demand rather than reconstructed at the end of the quarter.

Built for SMBs, startups, agencies and retail and service businesses.

Modules

What SOCIA Books includes

Ledgers

Transactions

Receivables

Payables

Reconciliation

Tax

Reports

Capabilities

Features

Chart of Accounts

Structured ledgers and journals tailored to how your business is organised.

Transactions

Record income, expenses, transfers and adjustments quickly.

Receivables & Payables

Track what is owed in both directions, with ageing views.

Bank Reconciliation

Match statements to the books and close the month faster.

Tax & GST

Tax-ready records with the summaries filing needs.

Financial Reports

P&L, balance sheet, cash flow and trial balance on demand.

Outcomes

What it changes

Books that stay current

Daily entries are organised instead of accumulating.

Audit-ready records

A clean trail for accountants, auditors and investors.

Clarity on cash

Your position is visible at any point, not only at month end.

Questions

Frequently asked

Can my accountant access the books?

Yes. Your accountant can be invited with scoped access.

Can I export my data?

Yes. All ledgers and reports export to Excel and PDF.

Does it handle bank reconciliation?

Yes. Statements can be matched against the books to speed up month-end close.

Does it integrate with the rest of SOCIA?

Yes — billing and invoicing data flows in from SOCIA Billing.