Keep your books where the business happens.
Most accounting records get entered after the fact — pulled together from scattered sources, re-matched to what actually happened, and handed to an accountant who has to trust the reconstruction. CoreXBiz Accounting keeps financial records where the operational activity already lives: payments trace back to specific orders, expenses connect to the activity that generated them, and your accountant gets cleaner data without the manual cleanup. Less reconstruction. More clarity.
Records stay connected
Payments, expenses, and bank transactions link directly to the orders and operations that created them — not entered later into a separate system.
Trace payments to orders
Every confirmed payment links back to the originating order, with a journal entry created automatically. Full trail from bank transaction to business record.
Structured records for your accountant
Trial Balance, Balance Sheet, and Income Statement drawn from real double-entry ledger data. Export reports in standard formats your accountant can work with.
What CoreXBiz Accounting does
Every feature below is operational and verified. Financial records that connect to real business activity.
Financial records tied to real activity
In most setups, financial records and business operations live in separate systems. When a payment comes in, someone later matches it to an order. When an expense happens, it gets entered somewhere else. CoreXBiz Accounting keeps these records in the same place as the activity — payments link to orders, expenses connect to the work that generated them, bank transactions match to business records.
Expenses tracked where they belong
Log expenses with vendor, amount, tax profile, and the GL account they belong to. Attach receipts and link expenses directly to suppliers, leases, or operational activity — so every cost has context, not just a dollar amount in a list. Each expense posts a double-entry journal entry automatically.
Match Interac e-transfers to orders — without the spreadsheet
When a customer pays by Interac e-Transfer, the email lands in your inbox and CoreXBiz reads it automatically. It parses the amount, sender, and reference number, finds the most likely matching order, and puts it in front of you for confirmation. One click confirms the payment, records it against the order, and posts the journal entry. No manual cross-referencing between your bank and your order system.
Operational assets tracked as financial records
Machinery, equipment, and other business assets have two sides: what they do for the business, and what they're worth financially. CoreXBiz tracks both. Record purchase cost, log depreciation, and maintain book value — with journal entries written automatically each time. Assets connect to the operational records they belong to, so depreciation isn't an afterthought.
A real general ledger — not a transaction list
CoreXBiz Accounting runs on a proper double-entry ledger. Every entry has a debit side and a credit side. Entries have statuses — draft, posted, voided — and posted entries can only be corrected through reversals, not deleted. The Chart of Accounts covers the five standard types: Assets, Liabilities, Equity, Revenue, and Expenses. It's structured for accountants, not just business owners.
Reports drawn from your real ledger data
Trial Balance, Balance Sheet, Income Statement, and Cash Flow reports are generated directly from the general ledger — not from a summary or an estimate. Run them for any date range, review them inside the platform, and export to CSV to share with your accountant. The numbers come from the same records your business has been building, not a separate reporting layer.
Available as part of CoreXBiz
CoreXBiz Accounting is a platform module — included in your CoreXBiz subscription. No separate purchase required.
CoreXBiz Accounting
Accounting is part of the CoreXBiz platform — available on paid CoreXBiz plans. The specific features included at each plan level depend on your subscription tier. Book a demo to see exactly what's included for your business.
Platform Support
CoreXBiz Accounting is built on a platform-agnostic engine. WooCommerce is available now — more platforms are on the roadmap.
How businesses use it
The value of connected financial records shows up differently depending on how your business runs. Here's where it matters most.
Print orders, custom pricing, and payment in one place
A print shop takes custom orders at unique prices — no two jobs are the same. When a customer pays by e-transfer, CoreXBiz reads the email, finds the matching order, and confirms the payment with one click. Materials costs get logged as expenses against the same operation. The financial record of the job lives next to the job itself.
Production costs tied to specific jobs — not floating in a spreadsheet
A custom manufacturer's costs are job-specific: materials, subcontractors, equipment time. When those costs are logged as expenses inside the same system that holds the order, every job has a financial record alongside its production record. Nothing needs to be reconstructed at month-end from two separate systems.
Invoice → payment → record — without the manual matching
A service business sends invoices and receives payments — often by e-transfer or offline bank payment. CoreXBiz matches incoming payments to the right client engagement, records them against the correct account, and keeps a running picture of what's been paid and what's outstanding. The accountant sees clean records, not a pile of bank statements to reconcile.
Daily sales, supplier payments, and bank reconciliation — connected
A retail operation runs on volume: daily sales through multiple channels, regular payments to suppliers, and a monthly bank reconciliation that needs to line up. CoreXBiz tracks expenses by supplier, reconciles Stripe payouts against your order records, and generates a Balance Sheet from the same ledger your day-to-day entries live in. One place, one picture.
Project expenses tied to the project — not just the month
A contractor's costs belong to specific jobs: materials bought for a specific site, subcontractor invoices for a specific project. When expenses link to the project or work order they belong to, the financial picture of each job is clear — not mixed into a general expense list where it has to be manually sorted out later.
Machinery that's an operational asset and a financial record
A business that depends on equipment — presses, vehicles, CNC machines — carries those assets on two registers: what the machine does, and what it's worth. CoreXBiz tracks both. Purchase cost, depreciation schedule, and current book value sit alongside the operational record. When the machine needs maintenance, the cost gets logged as an expense. Both sides of the asset stay current.
How it fits into your business
Your business runs
Orders come in, expenses happen, payments arrive, and equipment gets used. These are the raw materials of your financial records — and they're already happening inside CoreXBiz as part of daily operations.
Records stay connected
When a payment is confirmed, it links to the order and posts a journal entry. When an expense is logged, it connects to the supplier, the GL account, and — if applicable — the job or asset it belongs to. When an e-transfer arrives, the email is parsed, the order is found, and the match is presented for your review. Less manual entry. Less reconstruction.
Your accountant gets cleaner data
Export Trial Balance, Balance Sheet, or Income Statement reports directly from the ledger. Your accountant reviews structured records, not a pile of exported transactions to decode. The data they receive reflects what actually happened in the business — because the records were kept where the business runs.
Frequently asked questions
Honest answers. Capability and limitations both.
Product Overview & Differentiation
How It Works
Capabilities & Configuration
Pricing & Subscription
Technical Integration
Platform, Data & Ownership
Roadmap & Early User Expectations
Keep your books where the business happens.
CoreXBiz Accounting keeps financial records connected to the orders, expenses, and operations that created them — so there's less to reconstruct, and more for your accountant to work with.
Your data lives on your own server. No third-party platform holds your financial records.