Overview
Dashboard

Summary of income, expenses, and cash across everything logged in the Ledger.

Setup, once
Chart of Accounts

Every dollar in your business is categorized under one of these accounts, structured the way a CPA would set up in QuickBooks for a solo service business.

Daily Bookkeeping
Transaction Ledger

Log what came in and what went out. Every entry flows into your Profit and Loss, Balance Sheet, and Tax Prep Package automatically.

DateDescriptionAccountAmount
Reporting
Profit and Loss

Built automatically from your ledger: total revenue minus total expenses over the selected period.

Reporting
Balance Sheet

What your business owns, owes, and is worth, as of today.

Sync
Watchtower Worker

Connect SlateBooks to its own Cloudflare Worker so monthly numbers push to Watchtower automatically, instead of you re-entering them by hand.

This Month

Pushes this month's revenue, costs, and profit, computed the same way the P&L report computes them, up to Watchtower. Safe to run more than once, each push overwrites that month's number, it never duplicates.

Automation
Recurring Transactions

Set it once, it posts to the ledger on schedule automatically, no re-typing the same subscription or rent payment every month.

Rules

Daily Bookkeeping
Bank Reconciliation

Upload a bank or Wise statement CSV, matched line by line against your ledger by date and amount, so you know your books match what actually happened.

Protect your data
Backup and Export

Everything in SlateBooks lives in this browser only, nothing gets uploaded anywhere. Export a backup periodically in case the browser cache clears.

Full backup

Every entity, every transaction, recurring rules, and settings, as one JSON file. This is the one to actually restore from if something goes wrong.

Ledger CSV

Just this entity's transactions, readable in Excel, Sheets, or handed to an accountant.

Backup reminder

Last backup: never

Desktop notification when a backup is overdue
The Number That Matters
Financial Health Score

One score, built from five signals in your books: profit margin, debt load, revenue diversity, expense tracking, and bookkeeping volume.

Year End
Tax Prep Package

Jamaica sole proprietor and partnership obligations, estimated from your ledger.

Business structure

Your ledger runs in USD. Jamaican tax bands are in JMD, so this rate converts your profit before applying them. Update it to the current rate whenever you file.

Reference
Terms, Explained

Every bookkeeping term used in SlateBooks, defined in plain English.