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Financial Management

Know Your Numbers. Grow Your Business.

Complete financial management built for lawn care — P&L reports, expense tracking, bank sync, mileage tracking, and tax summaries. Everything you need to manage your money, all in one place.

9
Financial reports
Real-time
P&L tracking
$0.70/mi
IRS mileage rate
$0
Extra cost

From Transactions to Tax Time

Grassly makes financial management effortless for lawn care businesses.

1

Connect Your Bank

Plaid syncs your bank transactions automatically.

2

Track & Categorize

Auto-categorization rules plus manual review for accuracy.

3

Monitor Performance

P&L, cash flow, and expense breakdowns in real time.

4

Export for Tax Time

CSV exports ready for your accountant or tax filing.

Complete Financial Features

Everything you need to track, report, and manage your lawn care finances.

Profit & Loss Reports

Revenue vs expenses with monthly trends, expense breakdown by category, and period-over-period comparison.

Expense Tracking

Track every business expense. Manual entry or automatic bank import with receipt upload.

Bank Account Sync

Connect bank accounts via Plaid. Transactions import and categorize automatically.

Mileage Tracking

Log trips with IRS standard rate ($0.70/mile). Monthly and yearly summaries for tax deductions.

Cash Flow Analysis

Track inflows and outflows with running balance. See exactly where money comes from and goes.

Tax Summary Reports

Quarterly and monthly tax summaries. Total tax collected, taxable amount, effective rate.

Revenue Reports

Track revenue by month with paid, outstanding, and overdue breakdowns.

Aged Receivables

See outstanding invoices by age: 0-30, 31-60, 61-90, 90+ days.

Customer Statements

Generate complete financial timelines per customer with running balance.

Auto-Categorization

Create rules to automatically categorize expenses by merchant name.

Receipt Management

Upload and attach receipts to transactions for audit-ready records.

Recurring Transactions

Set up recurring income and expenses: weekly, biweekly, monthly, quarterly, yearly.

Estimate Conversion Tracking

Track estimate-to-invoice conversion rates and revenue pipeline.

QuickBooks Sync

Already use QuickBooks? Sync customers, invoices, and payments both ways.

CSV Export

Export any report to CSV. Hand your accountant clean, organized data.

All-In-One Financial Hub

Everything you need to manage your lawn care finances — no separate accounting software required.

Invoicing & online payments
Expense tracking & categorization
Bank account sync via Plaid
Profit & loss reports
Tax summary reports
Mileage tracking & deductions
Job-level cost tracking
CSV export for all reports

Already use QuickBooks? Grassly syncs with it too — customers, invoices, and payments flow both ways automatically.

Financial Management FAQ

Common questions about Grassly's financial features.

Do I still need separate accounting software?

Most lawn care businesses find everything they need built into Grassly: invoicing, expense tracking, P&L reports, tax summaries, and mileage tracking. If you already use QuickBooks, Grassly syncs with it seamlessly.

How does expense tracking work?

Connect your bank via Plaid for automatic transaction import, or enter expenses manually. Create auto-categorization rules by merchant name. Attach receipts to any transaction. Link expenses to specific jobs for per-job profitability tracking.

What reports are available?

Grassly includes 9 financial reports: Profit & Loss, Revenue Summary, Expense Report, Income Report, Cash Flow, Tax Summary, Aged Receivables, Customer Statements, and Estimate Conversion tracking.

How does mileage tracking work?

Log trips with start and end location, distance, and purpose. Deductions are calculated at the current IRS standard mileage rate. Monthly and yearly summaries export to CSV for tax filing.

Can I export data for my accountant?

Yes. Every report exports to CSV with one click. Hand your accountant clean, organized financial data anytime.

Is my financial data secure?

Bank connections are handled through Plaid, which uses bank-grade encryption. All data is encrypted at rest and in transit. Row-level security ensures complete organization isolation.

Which plan includes financial management?

Full financial management (expense tracking, all 9 reports, bank sync, mileage tracking) is available on the Pro plan ($19.99/mo). Invoicing and basic payment tracking are included on all plans.

Can I track expenses per job?

Yes. Link transactions to specific jobs to understand per-job profitability. See exactly how much each job costs and earns.

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