Books
Accounting & FinanceSpot-Books replaces spreadsheets and stitched-together tools with a single accounting core that closes the books faster and keeps you audit-ready year-round.
Built to run the real work.
Spot-Books ships with everything teams need on day one — configurable to how you actually operate.
Designed to disappear.
Every screen in Books is tuned for speed and clarity, dense where power users need it, calm where new users start.
From zero to running the business in four steps.
Connect your world
Import records and data into Books in minutes.Native connectors, CSV, or API — no rip-and-replace.
Configure to your workflow
Model your pipeline, statuses, fields and approvals the way your sales team actually operates.
Automate the repetitive
Rules, reminders and templates take the grunt work out. Books does the chasing, your team does the closing.
Measure & improve
Real-time dashboards surface what's working and where deals,tickets or tasks are slipping before it costs you.
What teams say after ninety days.
“Spot-Books replaced three tools and a mountain of spreadsheets. We hit +38% on faster close rate in the first quarter.”
“The team was skeptical about another platform. Two weeks in, no one wants to go back. It just fits how we actually work.”
“Rollout was the smoothest software project we've ever done. Spotless treated it like their launch, not just ours.”
Simple plans. No per-feature
paywalls.
Every plan includes the full core of Spot-Project. Upgrade for scale, advanced automation and enterprise controls.
Everything a small team needs to run Spot-Books.
- Up to 5 users
- Invoicing & recurring billing
- Expense tracking & receipts
- Email support
For scaling teams that need automation and reporting.
- Unlimited users
- Invoicing & recurring billing
- Expense tracking & receipts
- Bank feeds & reconciliation
- VAT / tax compliance
- Priority support
Advanced security, SSO, custom SLAs and dedicated CSM.
- SSO / SAML & audit logs
- Custom integrations
- Dedicated success manager
- 99.99% uptime SLA
Questions, answered.
Still curious? Our team replies in under an hour on weekdays.
ASK A QUESTION →How long does it take to get started with Spot-Books?
Most teams are live within a week. Our onboarding specialists help you import data, configure workflows and train users.
Can we migrate from our current tool?
Yes. Spot-CRM includes guided migration from the most common tools, plus a CSV/API path for anything custom.
Does it integrate with the rest of the Spot suite?
Every Spot product shares a common data layer — Spot-CRM connects natively to Spot-Insight, Spot-Books and the rest, no middleware needed.
Is our financial data secure?
Data is encrypted in transit and at rest. Enterprise plans include SSO/SAML, granular roles, audit logs and regional data residency.
What kind of support is included?
All plans include email support and a full knowledge base. Growth adds priority response, and Enterprise adds a dedicated success manager.
See Spot-Books in action.
30-minute walkthrough with a product specialist. No slides — just your ledger.
BOOK A DEMO →CRM
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