Items & sales
What you sell and how you bill for it.
Books
Bill customers and track money in one place
Keep billing next to the customer relationship. Manage catalog items, sales documents, purchases, and banking without leaving your workspace.
Purchase & banking
Money going out and money moving through accounts.
Banking
Keep account movement with your books.
Finance ops beside the customer relationship
Handle items, customers, invoices, credit notes, payments, vendors, expenses, and banking in one finance module.
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Faster invoicing Create and track invoices without a separate finance silo.
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Purchase visibility Vendors and expenses stay organized beside sales.
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Payment clarity See what was billed, credited, and collected.
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Unified catalog Reusable items keep line items consistent.
Every finance surface, tagged and findable
Sales docs, purchases, and banking — receipt-style tags for what Books covers.
Finance teams issuing customer invoices
Agencies billing after delivery work
Ops tracking vendors and expenses
Stop overthinking. Start billing in BullCRM.
Run Books for finance ops on its own. Link customers to CRM accounts when you want commercial and billing context together.
Frequently asked questions
Straight answers about finance in BullCRM.
What is BullCRM Books accounting and billing software?
BullCRM Books is billing and finance software for items, customers, invoices, credit notes, payments, vendors, expenses, and banking — so money in and out stays in one module.
Can BullCRM Books create invoices and track payments received?
Yes. Create sales invoices, issue credit notes, and record payments received with statuses your team can audit without jumping to a separate accounting app for everyday billing.
Does Books include purchase, vendor, and expense tracking?
Yes. Manage vendors, track expenses, and use banking workflows beside sales documents so purchase and payables work stays next to receivables.
Can I run BullCRM Books without CRM sales modules?
Yes. Finance teams can enable Books standalone. Link customers to CRM accounts later when billing and commercial context should live together.
Is BullCRM Books suitable for agency client billing?
Yes. Agencies can invoice after project delivery from the same platform — or run Books alone if billing is owned by a separate finance team.
Does Books maintain an items catalog for recurring products and services?
Yes. Keep a reusable items catalog so invoices and quotes pull consistent product and service lines instead of retyping every time.
Start with Books
Run Books for finance ops on its own. Link customers to CRM accounts when you want commercial and billing context together.