Built for the way real businesses hold money
CovelBooks brings multi-company structure, double-entry accuracy, automated import and group-wide reporting into one place.
Multi-company hierarchy
Model your whole organization as Company → Bank → Account → Card. Each company keeps its own books, and you switch between entities — or see them combined — without juggling separate files.
- Unlimited companies under one login
- Banks, accounts and cards nested under each company
- Per-account and per-card currency
- One group view rolls every entity up
Double-entry transfers
Moving money between two of your own accounts is recorded as a single balanced transfer. Both sides reconcile together, so internal movements never inflate income or expense.
- One transfer, two reconciled sides
- No duplicate or orphaned entries
- Works across banks and currencies
- Clear audit trail for every move
CSV statement import
Bring bank and card statements straight in as CSV. Map the columns once for each source, and CovelBooks remembers the layout for every future upload.
- Map date, amount, payee and reference columns
- Reusable layouts per bank or card
- Skip duplicate rows on re-import
- Review before anything is committed
Auto-categorization rules
Write rules that match on payee, text or amount and assign a category automatically. New transactions arrive already categorized, so your reports stay clean with little manual effort.
- Match on payee, description or amount
- Assign category and notes automatically
- Rules run as transactions import
- Override any rule by hand at any time
Cascading-filter reports
Drill from the whole group down to a single card. Company, bank, account, card, category and currency filters narrow together, so every breakdown stays consistent and accurate.
- Cascading filters across the hierarchy
- Multi-currency totals without manual math
- Filter by category and date range
- Export the view you are looking at
Card due & expiry alerts
Track statement due dates and card expiry across every company. CovelBooks surfaces what needs attention so a payment or renewal never slips through the cracks.
- Statement due-date reminders
- Card expiry warnings ahead of time
- Group-wide, across all companies
- See what is due at a glance
See your whole group in one ledger
Connect your first company and import a statement — free, in minutes.