Trusted by Direct Sales consultants at these and other fine companies
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“It is worth so much more than what it costs!!”
Megan – Pampered Chef
⭐⭐⭐⭐⭐
“I LOVE the features and the simplicity”
Tami – Arbonne
⭐⭐⭐⭐⭐
“It has saved me Time and Money … so easy to use and learn”
Wendy – Lilla Rose
It’s not how much you make, but how much you keep
Our average customer saves $2,193 1 on their taxes
How does our 3-step accounting system work?
Direct Sidekick helps you finish your accounting in just 15 minutes per month. All it takes is 3 simple steps…
Step 1: Automatically import and categorize your transactions.
Connect up to three bank and credit card accounts. Monthly, spend a few minutes verifying your transactions, such as Venmo and PayPal, that are imported as uncategorized.
Advanced Encryption Standard (AES-256) powered by Plaid.
Step 2: Add your inventory with purchases
Do step 2 when it happens. When you purchase inventory for resale (not customer orders shipped directly to them), enter a purchase in Direct Sidekick. This only takes a few minutes!
Step 2: Add your inventory with purchases
Do step 2 when it happens. When you purchase inventory for resale (not customer orders shipped directly to them), enter a purchase in Direct Sidekick. This only takes a few minutes!
Step 3: Remove items from inventory with invoices and adjustments
Do step 3 when it happens. Invoices remove items from inventory and automatically add your costs to Cost of Goods Sold (COGS). Adjustments remove items from your inventory, and for tax deductible adjustments (demo products, giveaways, advertising), an advertising expense is automatically added to your transactions list.
Boom! Done!
NO MORE STRESS AT TAX TIME! No more hours and hours spent scouring all of your accounts looking for tax deductions. Your books are always caught up, and you can view your taxable income at any time!
Boom! Done!
NO MORE STRESS AT TAX TIME! No more hours and hours spent scouring all of your accounts looking for tax deductions. Your books are always caught up, and you can view your taxable income at any time!
Bonus: Accounting & Inventory plans include Shops!
Sell more inventory or collect pre-orders!
Share your Shops:
- With your VIP Group
- On social media
- In your newsletter
- In you email signature
Everything you need, without the extra complicated stuff
Automatically import and categorize transactions
Sort business from personal expenses
Manage your inventory
Send invoices and get paid with Square
Deduct demo products and giveaways
Save your receipts with your transactions
Back up your customers and team
View Profit & Loss and Stock on Hand reports
BONUS: Accounting & Inventory plans come with Shops included!