Free Record Keeping Software For Small Businesses

Free record keeping software for small, mid-sized businesses and enterprises, that helps you manage your business finances. Focus on growing your business and getting more things done while Bitrix24 takes care of the books. Automate business processes with built-in workflow automation solution.

Record keeping software for any-size business

Whether you’re running your business solo or with the help of an accountant or a bookkeeper, Bitrix24 is a popular free record keeping software for you.
It comes with unlimited client records, documents scheduling, and even time tracking.
You can securely create unlimited quotes, invoices, and online payments in a platform that’s available both in cloud and open source.

What’s more, you can even integrate Bitrix24’s CRM to world leading online accounting softwares like Xero, Freshbook, or Sage One.
With it, you have the option to synchronize your data between your accounting software and Bitrix24.
Any changes made in your accounting software will be automatically reflected in Bitrix24, or vice versa.

Feature-rich CRM tool

While Excel and Google Sheets can be a great place to start with your record keeping, they lack advanced features for a smooth business process.
And make no mistake - inputting financial information manually can be tedious and time-consuming.
While other businesses turn to outsourcing or hiring virtual assistants to help with accounting, why not use Bitrix24’s online tools that allow you to keep things in-house?

Everything you need to manage your finances - entering income data, categorizing expense information, trying to determine which outgoing payments match up with the goods and services you bought, or aiming to pinpoint which bank payments you receive match the invoices you sent is now in one, secure place.

Smart billing management

Your business needs an operative and effective way to keep the cash coming in.
Bitrix24, a cloud record keeping software for small businesses, gives you a smart method of keeping your billing on track and on time.

Client data from the Bitrix24 CRM are automatically inserted into an invoice - just select the appropriate contact or lead. Recurring invoices are supported too.

You can choose regular invoicing or set up for continuous billing. You can customize your invoices according to your needs.
Make it more professional looking invoices by adding your logo, specific colors, and contact info.

With Bitrix24, you can stay up to date by keeping track of customer payment and invoice history, overdue balances, and taxes collected.
Get notified when your customer has opened an invoice, and prepare and view receipts in an instant.

Up-to-date transactions tracking

You don’t need to obtain an accounting degree to be able to keep immaculate records for your business.
Bitrix24, a cloud record keeping software for small businesses, provides you with a smart way to track all your transactions to help you figure out how much your business is actually making.

By automatically keeping track of your business’ mounting bills and expenses or cash flows, you get the control to see anytime what you're spending your money on and how much you're spending. In turn, you can immediately take appropriate actions to remedy any financial situation without having to wait for the month’s end when your accountant will be done looking through the books.

Powerful reporting

Bitrix24, a cloud record keeping software for small businesses, makes it instant and easy for you to see the financial health of your business, in the form of an all-encompassing report. 

It comes with a sales funnel that gives you valuable insights into the business transactions in progress, which are not only helpful for your sales team but for your record keeping or accounting as well.

Not only that, Bitrix24 has CRM dashboards that primarily allow salesmen to stay on top of their accounts at a single glance.
But they aren’t just for tracking performance though, as you can also access these dashboards to get a sense of how many clients haven’t been invoiced yet.

Make tax time a breeze

You might normally only think about tax preparation as the filing deadline approaches,
but making it part of your monthly business management strategy not only prevents the tax season stress but also keeps business finances at the front, thereby keeping overall financial health. Bitrix24, a cloud record keeping software for small businesses, helps you manage and automate recording your business transactions all year round.

Bitrix24 allows you to smartly organize your income, expenses, payments, and invoices in a single, secure platform.
And when everything is neatly placed where it belongs, tax time becomes effortlessly simple.

Secured external access and document lock

Bitrix24 offers plenty of storage space for all of your accounting documents.  And it even allows you to grant limited access to external users, especially to your clients.
This way, they can access their payment information without having to call or email you first.

Don’t want anybody to edit your documents? Use Bitrix24’s document lock feature.
While you’re giving access to others to your documents, you can actually “lock” these files so you are the only one to be able to edit them.
By doing so, you prevent creation of conflicting versions of documents or overwriting changes made by other users.

Better planner and scheduler

As an entrepreneur, you are busy.
This is why Bitrix24, as a free record keeping software for small businesses, comes with a daily, weekly, and monthly planner and allows you to create shared calendars.
With this, you get to schedule appointments and be automatically reminded about client birthdays or important events. You can even create recurring tasks.

With flexible access permissions options and multiple calendar options, scheduling can be done by yourself, your office manager, or your virtual assistants who work remotely.
Of course, you can also sync your Bitrix24 calendars easily with your mobile phone, Outlook, or even Google calendars.

Automation tools

Automation is a big deal in Bitrix24, our cloud record keeping software for small businesses.
Take advantage of our amazing automation tools for absolutely no fees, such as automatic payment reminders, which allow you to schedule reminders for clients on a specific day of the month so they always paid promptly.

For auto-recurring invoices, enjoy the convenience of not having to manually input all charging information again month after month when you want to get paid.
You just simply schedule invoices to be sent with the same terms and conditions to the same clients on and on.

Mobile-friendly software with advanced security

Bitrix24 also comes in a mobile app so you can find the information you need while on the move.
Bitrix24 mobile app allows creation or editing of entries and invoices directly from your mobile device.
You can use the product catalog, browse client records, and even make calls from your mobile record keeping software!

And we’re serious about your security too.
PCI and HIPAA compliance, 256-bit SSL, and data encryption are just some of the outstanding privacy features that the Bitrix24 record keeping software for small businesses prides itself in.

Every aspect of the business is customer-oriented, and record keeping is no exception.
Being an all-in-one solution that guarantees efficiency to both your bookkeepers and your clients, Bitrix24 is certainly worth exploring.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Basic Features

  • Unlimited records
  • Free 5GB online storage
  • Email marketing
  • Contact center
  • Customizable fields
  • Quotes & invoices
  • Call center
  • Cloud or self hosted (open source code access)
  • Free mobile CRM iOS and Android
  • Free integrations (RestAPI)

Contact Center

  • Unlimited client base
  • Leads, Contacts, Companies, Deals
  • Quoting and invoicing
  • Websites templates
  • CRM forms
  • Live chat 24/7
  • Multichannel communications

Powerful Analytics

  • Custom reports
  • Dashboards
  • Sales pipeline
  • Sales funnel
  • Expected sales
  • Agent activity reports
  • Unpaid invoices
  • Lead sources (marketing channels)
  • Learn more

Collaboration and Communication

  • Knowledge management
  • Company structure
  • HR tools
  • Project and workgroups
  • Document sharing and processing
  • Configurable access permissions (creation, editing, viewing, publishing)
  • Clocking in/out, time management
  • Unlimited free task management
  • Workload management
  • Calendars and scheduling

Social Workspace

  • Searchable private and public chats
  • Audio and video calls, videoconferencing
  • Online video recording
  • Employee directory and profiles
  • Photo and video sharing
  • Customizable employee profiles
  • Contact information (phone, e-mail, social profiles)
  • Company-wide announcements
  • Company news
  • Company info with weekends, holidays, working time parameters, general rules
For more information about Bitrix24, head over to our training courses.
We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.
To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.
Be sure to check out other Bitrix24 tools:
10,000,000+ organizations have chosen Bitrix24