Features
Everything you need to trade, in one account.
Your account at the exchange: balances and a credit line, pay and charge, every transaction, statements and reports, the marketplace, trades and BART. Here’s the tour, screen by screen.
Dashboard
Where your business stands, at a glance
Your trade balance and what’s available to spend, charges waiting for your approval, transactions to review, this month’s Trade Plan and what you earned and spent. Choose which widgets show, and in what order.
- Balance and available credit, with a 30‑day chart
- Approve charges right from the dashboard
- A Ready to trade checklist for your first weeks
- Show, hide and reorder widgets
- On your phone or computer, in light or dark mode
Accounts & credit line
Your balance, with a credit line behind it
Your trade account holds the credits you earn. A credit line lets you spend before you’ve earned, up to a limit BarterMax staff and your coach set for your business, and every credit you earn while below zero pays it back.
- See what’s available, credit line included
- Repay the credit line by selling to members
- Donations in an account of their own
- A balance history for every account
Pay & Charge
Pay a member, or charge one
Pay any member from your account and see what you’ll have available after, before you confirm. Sold something? Send a charge for it, and the other member approves it in their app.
- Review every payment before it’s sent
- Charges wait for the other member’s approval
- A charge that isn’t approved expires
- Every payment lands on both members’ statements
Transactions
Every transaction, in order
Your ledger, grouped by day with each day’s total. Open a transaction to set its category, add notes, tags and attachments, and mark it reviewed. Rules take care of the ones that repeat.
- Categories, notes, tags and attachments
- Review as you go, or edit many at once
- Rules categorize repeat transactions for you
- Export to CSV whenever you need it
Reports & statements
See where your credits come from, and where they go
Earned vs spent by month, spending and earning by category, and a trade flow that follows your credits from the sales that earned them to everything you spent them on.
- Earned, spent, net and your spend-down rate
- Trade flow from sales to spending
- Spending and earning by category
- Click any part of a chart to see its transactions
A statement, every month
Every transaction is on your monthly statement, and the opening balance plus the month’s activity always equals the closing balance. Barter income is taxable like cash income, so the records are kept for you.
- A PDF and a CSV, generated on the 1st
- Every transaction, from opening to closing balance
- A year-end tax summary (CSV) for your accountant
Trade Plan, Goals & Recurring
A plan for what you’ll earn and spend
Set monthly earning targets and a spending plan by category, and see your pace as the month goes. Goals track what you’re saving toward, and Recurring keeps the trades you make every month in view.
- Earning targets and a spending plan by category
- A pace marker shows where you should be today
- Goals to save up, spend down or repay your credit line
- Recurring trades in a list or on a calendar
Marketplace & Matches
Find who to trade with
Browse listings with photos and prices in credits, search the member directory or its map, and check your Matches: members who need what you offer, or offer what you need, with the reasons.
- Listings with photos and prices in credits
- Request a quote when you need a different scope
- A member directory, with a map of who’s near you
- Matches that say why they fit
- Pay a member straight from a listing
Trades
Bigger deals, item by item
Propose a trade with several items on each side. The other member accepts it or counters. When the work is done and you both confirm, it settles through the ledger, with credits covering the difference.
- Several items on each side
- Counter until the terms are right
- Both sides confirm before it settles
- Settled through the ledger, on both statements
- Reviews from both sides once it’s done
BART
BART, an AI agent that knows your account
Ask BART about your balance, a transaction or who needs what you sell. To pay or charge a member, BART drafts it and waits: nothing moves until you confirm.
- Answers from your own account and the exchange
- Explains any transaction or chart
- Drafts payments, charges and listings for you to check
Teams & security
Your team, with the right access
Invite the people who run purchasing, sales or bookkeeping, each with a role. The exchange checks the role on every action, and two-factor sign-in keeps the account yours.
- Owners, admins, members and viewers
- Only owners and admins pay and approve charges
- Members can charge at the point of sale
- Two-factor sign-in with an authenticator app
Every screen here, for your business.
Join the exchange and this is your account: your balance, your members and your trades, with BART and a Barter Coach to help. Try it all free for 30 days on the Scale plan, with no credit card.