Help Center
Return to app
General Availability
General Availability
  • Getting started
    • Welcome to Dappr
    • Placing an Order
    • Pricing Structure
      • Plans & Packages
      • Choosing the right plan
      • Add-on Services
    • Core features
      • Navigating the dashboard
      • Setting up features
    • Install our apps
      • iOS app
      • Android app
      • Desktop app (PWA)
  • Business Formation
    • Introduction to Dappr Formation
    • Choosing an entity type
      • Limited Liability Company
      • C-corporation
      • Factors to consider
      • Changing entity type later
    • Registering Your Business
      • Choosing a business name
      • Choosing a formation state
      • Benefits of using Dappr
      • Our formation process
    • Registered Agent Services
      • What is a registered agent?
      • Using Dappr's Registered Agent service
      • Appointing yourself as agent
    • Initial Capital Contribution / Investment
    • Information for international entrepreneurs
      • Non-resident considerations
      • Starting without a SSN or ITIN
      • Country-specific information and sanctions
      • Why int'l entrepreneurs should choose Dappr
    • FAQs about Formation
  • Accounting
    • Introduction to Dappr Accounting
    • Managing Accounts
      • Chart of Accounts
      • Reconciliation and sync with Plaid
    • AI-Powered Virtual Bookkeeper
      • What is the Virtual Bookkeeper?
      • Communicating with your Virtual Bookkeeper
      • Year-end close
      • FAQs about the Virtual Bookkeeper
    • Transactions
      • Adding and managing transactions
      • Auto-sync with Dappr Financial Accounts
      • Auto-sync with Dappr Sales
    • Financial Reports
      • Income statement
      • Balance sheet
      • Other reports
    • Tax Preparation
      • Preparing for tax season
      • Let Dappr handle your tax filings
    • FAQs about Accounting
  • Financial Accounts
    • Introduction to Dappr Financial Accounts
    • Opening and Managing a Financial Account
      • Requirements for opening an account
      • Application process
      • Account suspension and closure
      • Obtain an account verification letter
      • Monthly statements
    • Cards and Cardholders
      • Physical vs. virtual cards
      • Adding and managing cardholders
      • Managing cards and accessing card details
      • Apple Pay and Google Pay
      • ATM withdrawals
    • Sending and Receiving Funds
      • ACH and domestic wire transfer
      • Sending and depositing checks
      • Depositing cash in-store
      • Receiving international wires
      • Access account details
    • Receipt Management
    • Anti-Fraud Protections
      • Built-in security features
      • Disputing ACH direct debits
      • Disputing card transactions
      • How Dappr handle fraudsters
    • Fee Schedule
    • FAQs about Financial Accounts
      • Who are Dappr's partners?
      • FDIC-insurance eligibility
      • Use Plaid to connect with other services
  • Sales
    • Introduction to Dappr Sales
    • Invoicing
      • Creating and sending invoices
      • Recurring invoices
      • Sending quotes
      • Tracking invoice payments
      • Exporting PDF invoices and receipts
      • Notifying customers by email
    • Payment Processing
      • Supported payment methods
      • Temporary card authorizations
      • In-person payments
      • Using customer balances
      • Fees and payouts
      • Instant payouts
      • Receiving wire transfers with virtual bank accounts
      • Hosted payment pages
      • Handling transaction disputes
      • Issuing refunds
      • Fraudulent use
    • Product Management
      • Adding and managing products
      • Tracking inventory levels
      • Managing variants
    • Customer Management
      • Adding and managing customers
      • Storing payment methods
    • Point-of-Sale (POS)
      • An on-the-go POS system
      • Getting started with POS
      • Required hardware
      • Using the mobile app
    • Sales Taxes
      • Automatic tax calculation
      • State tax registration
      • Nexus monitoring
      • Managing locations
      • Automatic withholding and remittance
    • Navigating the Sales Dashboard
      • Analytics and reporting
      • Managing orders and fulfillment
    • FAQs about Sales
  • Virtual mailbox
    • Introduction to Virtual Mailbox
    • Managing Subscriptions
      • Purchasing a new mailbox
      • Pricing
      • Getting started with Virtual Mailbox
    • Managing Incoming Mail
      • View your inbox
      • Receiving notifications
      • Handling letters
      • Handling packages
    • Using As Business Address
    • FAQs about Virtual Mailbox
  • Compliance & records
    • Introduction to Business Records
    • Compliance Tools
      • Compliance alerts
      • Maintaining good standing
    • Documents and Filings
      • Document management system
      • What records do I need to keep?
      • EIN & Formation Documents
    • Ownership Management
      • Cap table management
      • Differences between LLC and C-Corporation
      • Tracking changes in ownership
    • LLC-Specific Features
      • Members
      • Managers
      • Operating agreement basics
    • Corporation-Specific Features
      • Board of Directors
      • Shareholders
      • Officers
      • Bylaws
    • Meetings and Resolutions
      • Hold your meeting with Dappr
      • Issue and vote on resolutions
      • Keep stakeholders updated
    • Understanding Compliance
    • FAQs about Business Records
  • Business settings
    • Update the Business Profile
    • Branding for Invoices and Hosted Pages
    • User Management
      • Invite and manage users
      • Adjust user permissions
    • Billing and Subscriptions
      • Canceling registered agent services
      • Upgrading, downgrading, or canceling base plan
  • Professional services
    • Introduction to Dappr's Legal Services
    • Legal Filing Services
      • Business License Report
      • Doing-Business-As (DBA)
      • Foreign Qualification
      • Entity Type Conversion
      • Amendment to Articles
      • Dissolution
      • Merger
      • Annual Report
      • Certificate of Good Standing
      • FinCEN BOI Filing
      • How to order services
    • Professional Accountant
      • One-time consultation
      • Hire an accountant with Dappr
      • CPA Review
    • 409(a) Valuation
  • Closing your business
    • Closing Your Business Permanently
    • Dissolving The Legal Entity
    • Checklist for Closing Business
    • Deleting Data From Dappr (Retention Policy)
  • My account
    • Update Contact Information
    • Manage Notifications
    • View My Roles and Responsibilities
    • Become An Affiliate
    • Deleting Your User
    • ID Verification
  • Troubleshooting & FAQs
    • Common Issues and Solutions
    • Unable To Sign In
    • Contact Support
    • FAQs for Other Topics
  • Terms
    • Terms of Use
    • Privacy Policy
    • Cookie Policy
    • Acceptable Use Policy
    • Do Not Sell My Personal Information
    • Other Terms & Agreements
      • Payment Services Agreement
      • Filing Services Agreement
      • Registered Agent Service Agreement
      • Dappr Financial Account Agreement
      • Partnership Agreements
        • Treasury Accountholder Terms
        • Issuing Accountholder Terms
        • Issuing Bank Terms (Celtic Bank)
        • Apple Pay Accountholder Terms
        • Spend Card Offer
        • Spend Card Authorized User Terms (Celtic Bank)
        • Remote Deposit Capture Terms
        • Stripe Connected Account Agreement
        • Stripe E-sign Disclosure
        • Affiliate Program Terms and Conditions
        • Stripe Services Agreement
  • Desktop app
    • Changelog
      • v0.13.0 | 2025-01-01
    • Product Roadmap
Powered by GitBook
On this page
  • What Is Accounting, and Why Does It Matter?
  • How Dappr Accounting Makes It Simple
  • Key Accounting Concepts Made Easy
  • Built for Non-Accountants
  • Stay Compliant, Stay Ready
  • The Future of Finance Is Integrated
  1. Accounting

Introduction to Dappr Accounting

Welcome to Dappr Accounting, your all-in-one accounting solution designed for modern entrepreneurs and growing businesses. Whether you're just starting out or managing an expanding company, Dappr Accounting gives you the tools and insights you need to take control of your finances without the complexity of traditional accounting software.

This article will guide you through the basics of accounting, explain how Dappr simplifies financial management, introduce key accounting concepts, and help you feel confident as you build a stronger financial foundation for your business. We’ll also walk through how to get started and make the most of your Dappr Accounting dashboard.


What Is Accounting, and Why Does It Matter?

At its core, accounting is the practice of tracking your business’s money: what comes in, what goes out, and what remains. It's the system that helps you measure performance, comply with tax laws, and make informed decisions. Whether you're a solopreneur or managing a team, knowing where your money goes and how it’s working for you is essential to long-term success.

Accounting gives you the ability to answer critical questions: Are you profitable? Can you afford to hire? Should you expand? How much do you owe in taxes? Are you charging enough for your services? Without reliable financial records, even the most innovative businesses can find themselves unprepared for growth or vulnerable to cash flow issues.

Good accounting isn't just for tax season. It’s essential for day-to-day decision-making, strategic planning, investor readiness, loan applications, budgeting, and avoiding financial surprises. It helps you stay proactive instead of reactive, empowering you to move forward with confidence.


How Dappr Accounting Makes It Simple

Dappr Accounting is fully integrated with your Dappr Financial Account, payment processing, invoicing, and business banking. Every transaction that flows through Dappr is automatically recorded, categorized, and reconciled in real time. This integration means you spend less time bookkeeping and more time growing your business.

Here’s what sets Dappr Accounting apart:

  • Automatic Categorization: Expenses and income are automatically sorted based on the type of transaction, eliminating the need for manual tagging or spreadsheets.

  • Live Dashboard: Access a real-time overview of your business’s financial health. Track your cash flow, view profit and loss metrics, and monitor top expenses and income sources.

  • Simple, Professional Reports: Instantly generate profit & loss statements, balance sheets, and tax-ready reports. These are easy to read, easy to export, and always up to date.

  • Built-in Invoicing: Send branded, professional invoices directly from your dashboard. Track due dates, get notified of payments, and view the status of every invoice in one place.

  • Real-Time Sync: Every transaction from your Dappr Financial Account is reflected in your books automatically. You never have to worry about missing data or mismatched reports.

  • Smart Insights: Know when customers pay late, when spending increases, or when you’re trending toward profit or loss.


Key Accounting Concepts Made Easy

We know that accounting terminology can feel overwhelming—especially if you're new to running a business. That’s why Dappr Accounting explains everything in plain English and provides in-app definitions to guide you.

Here are a few key concepts you’ll encounter:

  • Assets: What your business owns. This includes cash, inventory, equipment, accounts receivable, and more.

  • Liabilities: What your business owes to others, such as loans, credit card balances, or unpaid bills.

  • Equity: The value remaining in your business after subtracting liabilities from assets. It's your ownership stake.

  • Revenue: The money your business earns from selling goods or services before subtracting any expenses.

  • Expenses: The costs associated with running your business—rent, supplies, payroll, software subscriptions, and so on.

  • Profit (Net Income): What remains after subtracting expenses from revenue. Profit is the clearest signal of whether your business is financially healthy.

As you use Dappr Accounting, you’ll see these concepts come to life. And if you're ever unsure, you can hover over any term to get a clear explanation.


Built for Non-Accountants

Dappr Accounting was designed for founders—not CPAs. You don’t need a background in finance to get started. In fact, you don’t even need to know what “double-entry bookkeeping” means. Our goal is to make accounting feel accessible, intuitive, and even enjoyable.

Instead of rows of intimidating spreadsheets, you’ll find an elegant, streamlined dashboard that shows you exactly what you need to know. Everything from sending invoices to generating reports is just a few clicks away.

When you need deeper support, you can invite your bookkeeper or accountant to your Dappr account with customizable permissions. Give them full access or restrict their view as needed. Either way, your records are clean, current, and easy to understand.


Stay Compliant, Stay Ready

One of the biggest challenges for business owners is staying organized for tax time. With Dappr Accounting, compliance is built-in from the start.

We help you stay audit-ready by organizing your transactions, tracking deductible expenses, and categorizing everything as it happens. You can tag expenses by tax type, review quarterly summaries, and generate exportable records for your CPA or tax filing software.

Here’s what we support:

  • Quarterly estimated tax projections

  • 1099 contractor tracking and summaries

  • End-of-year financial reports

  • Exportable ledgers for tax filing

You’ll also be able to review your tax position throughout the year, helping you avoid surprises or underpayments when deadlines arrive.


The Future of Finance Is Integrated

Dappr Accounting isn’t just another tool—it’s a system designed to help you build smarter, faster, and more confidently. By integrating your financial operations into one seamless experience, we eliminate the silos that slow down business owners and create confusion.

With Dappr, your banking, accounting, invoicing, and compliance tools work together automatically. That means fewer apps to manage, fewer chances for error, and more time for what matters: running your business.

As your company grows, Dappr grows with you. We’re building features to support inventory, payroll, advanced reporting, and fixed asset tracking. Every improvement is designed to serve real entrepreneurs with real-world needs.

Have questions? Our Help Center offers deep articles and walkthroughs, and our customer support team is just a message away.

Welcome to a new era of business finance.

PreviousFAQs about FormationNextManaging Accounts

Last updated 2 months ago