TwinBooks blog

Practical guides for businesses like yours.

Real workflows, real numbers. How small teams use TwinBooks to run books, banking, and payroll without the spreadsheet drag.

Workflow

From quote to cash in one click: the TwinBooks sales workflow

Estimate, accept, invoice, get paid — without copy-pasting between tools. How TwinBooks turns the sales workflow into a single thread that auto-reconciles when the money lands.

Apr 22, 2025·6 min read

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Banking

Reconcile your books in 10 minutes: bank rec with Plaid and smart matching

Monthly close used to mean tabs full of bank statements. TwinBooks pulls every transaction the moment it posts and auto-matches deposits to invoices and payments to bills.

Apr 12, 2025·7 min read

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Payroll

W-2s and 1099s without spreadsheets: how TwinBooks + Gusto handle year-end

Year-end forms used to mean reconciling pay stubs at midnight on Jan 30. With TwinBooks paired to Gusto, federal filing, W-2 delivery, and 1099-NEC issuance run on autopilot.

Apr 4, 2025·7 min read

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