Feature Spotlight

Chart of
Accounts

Define and manage your complete general ledger structure with account categories, sub-accounts, and hierarchical organization — the foundation of your business accounting inside your CRM.

Get Started
4.9/5 Rating
500+
Active Users
$97/mo
All Inclusive

Tools You'll Pay For Replace

QuickBooks ($30/mo)
Xero ($15/mo)
FreshBooks ($17/mo)

All included in Growtheon for $97/mo — no extra subscriptions needed.

What's Included

Everything you need, nothing you don't. All included in every plan.

Hierarchical account structure with parent and sub-accounts
Standard account categories: assets, liabilities, equity, revenue, expenses
Custom account creation for industry-specific needs
Account numbering system with customizable codes
Active and inactive account management
Account descriptions and notes for team clarity
Default accounts for automated transaction posting
Import existing chart of accounts from CSV
Full-scale double-entry bookkeeping system
Accounts payable management through Bills integration
Financial statements: P&L, Balance Sheet, and Cash Flow
Automated transaction syncing with CRM invoices and bills

Why Agencies and Businesses Love This

Accounting Inside Your CRM

No switching between your CRM and a separate accounting tool. Your chart of accounts lives alongside your contacts, deals, and invoices.

Industry-Ready Templates

Start with a pre-built chart of accounts for your industry and customize from there. Agency, SaaS, services, and e-commerce templates available.

Foundation for Financial Clarity

A well-organized chart of accounts powers accurate financial reports, tax preparation, and business decision-making.

Perfect For

Agencies

Track revenue by client, expenses by category, and profitability by service line with a purpose-built account structure.

SaaS Companies

Organize recurring revenue, development costs, and operational expenses with SaaS-specific account categorization.

Service Businesses

Separate project revenue, contractor costs, and overhead with clear account hierarchies.

E-commerce

Track cost of goods sold, shipping expenses, and platform fees alongside revenue streams.

Full-Service Financial Management

Utilize double-entry bookkeeping to manage not just revenue, but the complete lifecycle of bills, invoices, and financial reporting.

Growtheon vs. Others

See why agencies switch to Growtheon.

FeatureGrowtheonHighLevelOthers
Unlimited Sub-Accounts
All Features Included
No Per-Seat Pricing
Starting Price$97/mo$297/mo$200+/mo
White-Label SaaS
Founder-Led Support
14-Day Guarantee

Frequently Asked Questions

Quick answers to common questions about this feature.

Explore the Growtheon Platform

Growtheon is a HighLevel alternative that unifies your entire growth stack. Manage every lead in the CRM, automate follow-up with the workflow builder, and convert traffic with funnels and websites. Book calls through the calendar, close deals with contracts & eSignature, and monetize with memberships or the learning hub. See how it stacks up against HubSpot, explore the full feature list, or check pricing to get started.

Refund Policy Applies

Ready to Get Started?

$97/mo with unlimited everything. No hidden fees. No per-seat pricing.

Start Now

Join 1,000+ agencies and businesses already growing with Growtheon