Wave

Manage bookkeeping, invoicing, estimates, receipts, and payments in one connected system to organize finances and prepare for tax time.

Pay employees and contractors, manage payroll records and tax tasks, and connect payroll activity with Wave Accounting.

Get bookkeeping handled by an assigned professional or learn to manage your own books through personalized coaching.

Build custom integrations and workflows to connect Wave with tools not available in its integrations directory.

Wave Accounting Software

Wave is web-based accounting software for small businesses and solopreneurs. Its Starter and Pro plans provide bookkeeping, invoicing, estimates, bills, dashboards, and financial reports, with Pro adding automated bank transaction management, receipt capture, expanded collaboration, integrations, and support. Wave also offers connected invoicing, online payments, estimates, receipt management, and a mobile app for managing business finances on the go. Features vary by plan; online payment processing and some receipt features may require a paid plan or incur transaction fees.

Category: Accounting Software

• Track Business Money In And Out
  Record income and expenses to organize business activity and better understand how money flows through the business.
• Automate Bank Transaction Bookkeeping
  Import, merge, and categorize transactions from connected accounts to reduce manual entry and keep bookkeeping organized.
• Create Polished Invoices Quickly
  Build professional invoices with customizable templates, branding, and editable details that reflect your business.
• Monitor Cash Flow Trends
  Review cash flow information and period comparisons to better understand business performance.
• Maintain Double-Entry Books
  Record business finances using double-entry accounting and keep bookkeeping records organized.
• Review Key Financial Reports
  Generate and review financial statements and reports to understand business health and identify trends.
• Capture And Organize Receipts
  Digitize receipt information with OCR and organize expenses in bookkeeping records, keeping supporting records available for tax preparation.
• Prepare Books For Tax Time
  Keep financial records organized and access key reports to support tax preparation and year-end bookkeeping.
• Protect Financial Data Connections
  Use read-only bank connections, encryption, and Wave's stated physical and electronic server protections.
• Send Unlimited Invoices
  Invoice customers without a plan-imposed invoice limit.
• Automate Repeat Billing
  Set recurring invoice schedules for repeat customers and enable automatic payments through eligible online payment settings.
• Accept Payments From Invoices
  Offer customers convenient online payment options directly from invoices, including cards, bank payments, and Apple Pay.
• Create Estimates That Match Your Brand
  Use customizable templates and estimate fields to present professional estimates that reflect your business.
• Turn Approved Estimates Into Invoices
  Convert an approved estimate into a ready-to-send invoice without re-entering its information.
• Sync Invoices And Payments With Your Books
  Keep invoice and payment information connected to accounting records rather than managing those details separately.
• Reconcile Business Transactions
  Compare Wave records with financial institution statements to check the accuracy of business transactions.
• Organize Customer Billing Details
  Keep customer details, invoice activity, payments, and communications together to support organized follow-up.
• Track Invoice Activity
  See when invoices are viewed, due, or paid to determine when an action or follow-up may be needed.
• Automate Payment Follow-Ups
  Send scheduled reminders about due or overdue invoices, reducing the need for manual customer follow-up.
• Receive Payment Funds Faster
  Receive funds on timelines that vary by payment method, with an optional faster payout for eligible funds.
• Let Customers Review And Accept Online
  Share estimates in a convenient format and let customers review and accept them through a secure online link.
• Track Estimate Progress
  See an estimate's progress and keep track of its status.
• Collect Deposits Before Work Begins
  Request deposits through estimates to secure a job and receive funds upfront.
• Access Receipts Across Your Devices
  Upload receipts using different methods, keep them backed up in the cloud, and access them across devices.
• Share Account Access With Collaborators
  Give trusted collaborators access to relevant business accounting information so they can help with bookkeeping and business records.
• Connect Business Apps To Wave
  Sync selected business information with Wave to reduce manual data entry and keep records connected.
• Manage Finances Across Devices
  Access online accounting tools through a browser and use the mobile app to manage selected business tasks away from a computer.
• Send Invoices Your Way
  Choose a convenient way to deliver invoices, including through Wave, email, links, or PDFs.
• Pay Fees Per Transaction
  Pay processing fees as transactions occur rather than paying a monthly online payment processing fee; eligible Pro discounts apply under stated terms.
• Create Unlimited Estimates
  Prepare estimates without a plan-imposed usage limit.
• Calculate Sales Tax Automatically
  Use automatic sales tax calculations in the mobile app and create invoices in different currencies.
• Add And Categorize Transactions On The Go
  Enter and categorize income and expense transactions from a phone, with changes syncing to the desktop experience.
• Manage Unlimited Bills
  Create and manage business bills without a plan-imposed usage limit.
• Include Supporting Files With Estimates
  Attach files, images, or documents to provide customers with additional estimate details in one place.
• Reuse Invoices To Save Time
  Duplicate an existing invoice when billing customers again, reducing the need to recreate invoice details.
• Send Professional Payment Receipts
  Provide customers with professional payment receipts from the app.
• Sync Sheets With Your Ledger
  Share data between custom Google Sheets and the general ledger, reducing the need for manual uploads.
• Get Help Through Chat And Email
  Contact Wave support through live-person chat or email, subject to plan and add-on terms.

Wave Payroll

Wave Payroll is software for small businesses to pay employees, independent contractors, and business owners. It offers direct deposit, employee self-service, payroll expense reporting, and integration with Wave Accounting. In the US, Wave can automatically transfer and file applicable state and federal payroll taxes, excluding 1099 filings. In Canada, it handles CRA tax remittances and is available in all provinces and territories except Quebec. The service also supports payroll tax forms, employee management, and switching from another payroll provider.

• Pay Employees And Contractors
  Handle payments for employees, independent contractors, and business owners through Wave Payroll.
• Deposit Pay Directly
  Send employee payments directly to bank accounts, with unlimited free direct deposits listed in the product details.
• Automate US Payroll Tax Tasks
  Reduce manual tax administration through automatic transfers and filings of applicable state and federal payroll taxes; 1099 filings are excluded.
• Automate CRA Remittances
  Save time on Canadian payroll administration with automatic remittances to the CRA.
• Sync Payroll With Accounting
  Keep payroll expenses, entries, and records connected with Wave Accounting to reduce manual bookkeeping.
• Give Employees Secure Access
  Let employees access pay information and tax forms online and update their own contact and banking details.
• Manage Employee Payroll Details
  Keep employee payroll information and related tasks organized, including leave tracking and listed employment and benefits features.
• Generate Payroll Tax Forms
  Prepare applicable payroll forms for employees and contractors, including listed US and Canadian forms.
• Get A Payroll Accuracy Guarantee
  Use payroll software that lists a 100% payroll accuracy guarantee in its plan details.
• Review Payroll Expenses
  Review wage and tax payments and expense breakdowns to better understand payroll activity and its effect on cash flow.
• Move Payroll Data To Wave
  Bring relevant forms, information, and payroll history into Wave when switching from another payroll provider.

Wave Advisors

Wave Advisors offers small businesses personalized bookkeeping support and accounting coaching from trained in-house professionals. Customers can outsource bookkeeping to an assigned bookkeeper who categorizes transactions, reconciles accounts, and provides regular reviews, or choose live one-on-one coaching to learn to manage their own books. Bookkeeping support includes account setup, monthly review calls, and collaboration with the customer's accountant. Coaching packages include 30-day email access to a coach and can help customers migrate from other accounting software.

Category: Bookkeeping Services

• Get Dedicated Bookkeeping Support
  An assigned in-house bookkeeper handles bookkeeping tasks and provides a dedicated point of contact for the service.
• Keep Transactions Organized
  The bookkeeper records and categorizes transactions in Wave, helping keep business records organized and current.
• Reconcile Bank And Card Accounts
  The bookkeeper reconciles bank and card accounts as part of the ongoing bookkeeping service.
• Learn To Manage Your Books
  Live coaching helps customers set up bookkeeping and develop the confidence to manage their own books.
• Review Your Finances Monthly
  Monthly calls and financial statements help customers review their finances with their designated bookkeeper.
• Set Up Or Migrate Your Books
  Customers receive account setup for bookkeeping support, and coaching packages can help with migration from other accounting software.
• Access Wave Pro With Bookkeeping
  Customers with active bookkeeping support receive a Wave Pro Plan subscription; the receipts feature is excluded.
• Coordinate With Your Accountant
  The bookkeeper can coordinate with the customer's accountant during the service period.
• Get Follow-Up Coach Support
  Customers can email their coach for support during the 30-day period included with the coaching package.

Wave public API

Wave's public API lets developers build custom integrations and workflows when an app or connection is not available in Wave's integrations directory. API documentation is available to help developers get started.

• Build Custom Integrations
  Connect Wave with tools that are not available in the integrations directory by building an integration with the public API.
• Create Custom Workflows
  Build custom workflows using Wave's public API to connect Wave with business processes.
• Use API Documentation
  Consult Wave's API documentation to get started building custom integrations and workflows.