MeloBooks · Solutions

What the ledger is for.

Accounting that starts at the work, not the bank feed — each of the things a contractor needs from the books, on its own row.

01 · Money in

A payment lands. An entry appears.

When a client pays through the document, the ledger posts it — clearing against income, on the job the document belongs to. Nobody types it, and nothing else can post it: every write goes through the same rule a person's entry does.

  • Posted by the payment, on its job
  • Through the one posting rule everyone uses
  • Reversible, never editable
02 · Job costing

The WIP schedule, one click.

Percent complete, earned revenue, over- and under-billing from what has been collected today, cost to complete — the report lenders, bonding companies and sureties ask for, read live from the ledger rather than rebuilt in a spreadsheet.

  • Per job, from the ledger
  • Always current, never re-keyed
  • Invoiced billing lands with receivables
03 · Money in

Your bank's file, first-class.

Import a CSV, OFX or QFX from any bank. The same file twice is safe — duplicates cannot land — and nothing posts on import: rows wait in the inbox until you decide, because the bank confirms the books rather than writing them.

  • CSV, OFX and QFX from any bank
  • Re-importing the same file is safe
  • Import never posts
04 · Reporting

What your accountant asks for, ready.

The trial balance, the P&L, the balance sheet, and an export of the journal, the chart and the job financials — any time, in a form an accountant can work from. Closed periods reject writes at the database, so what you sent is what stays.

  • Trial balance, P&L, balance sheet
  • Journal, chart and job financials exported
  • Closed periods stay closed
05 · Job costing

Which job is losing, before it is over.

Every job ranked by projected margin, worst first, with margin at risk flagged before the job goes over bid — because the budget came from the accepted quote and the costs are posting against it as they happen.

  • Budget from the accepted quote, versioned
  • Projected margin per job, ranked
  • Margin at risk, before the overrun
06 · On its own

Books that stand on their own.

Nothing in MeloBooks needs another Melo product to exist. The other products raise confidence when they are there — a job on a line, a payment posting itself — and never gate a feature when they are not.

  • A full double-entry ledger by itself
  • Bank files in, no other product required
  • The suite adds signals, never gates

Books That
Keep Themselves

Money moves, the ledger follows. What it can't be sure of, it asks about — and nothing posts without you.