myBooksAI

myBooksAI

Zetran
+
+

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About

By centralizing your cash flows and automating tasks, Agicap allows you to focus on the essentials, analysis, and decision-making. Build your cash flow forecast and monitor the achievement of your targets. Visualize your cash position by synchronizing your bank accounts and business tools. Improve overall productivity with automated, centralized, and harmonized cash management. Use a comprehensive collaborative tool and consolidate all your data. Anticipate your cash flow at the consolidated level or entity level. Consolidate and monitor your cash flow from multiple banks, entities, and business tools with ease. Set up automated cash forecasts and explore scenarios. Create custom dashboards to improve your analysis and reporting. Let Agicap automatically categorize all your banking transactions. Monitor the differences between the actuals and the forecast in real-time. Build a reliable forecast and make fully informed decisions at the right time.

About

myBooksAI is an AI-powered cloud accounting platform developed by Zetran to help small businesses and accounting firms manage financial operations. The software combines invoicing, expense tracking, inventory management, banking, and financial reporting within a centralized dashboard. Its AI capabilities assist with transaction categorization, financial analysis, and identifying business activities that require attention. Users can create invoices, quotations, purchase records, and recurring transactions while tracking customer payments and outstanding balances. myBooksAI also supports bank reconciliation, inventory alerts, GST compliance reporting, and financial statements such as profit and loss reports and balance sheets. The platform is accessible through web browsers and mobile applications, with additional tools for multi-client accounting practice management.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies wanting a solution to manage their corporate cash flow and improve financial processes

Audience

Small business owners, entrepreneurs, freelancers, bookkeepers, accountants, chartered accountants, accounting firms, finance managers, retailers, service providers, and growing businesses seeking AI-assisted bookkeeping, invoicing, expense management, inventory tracking, bank reconciliation, and tax reporting

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$5.00 per month
Free - No cost Standard - $ 5 Premium - $10
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • myBooks is a super simple invoicing app that's perfect for small businesses. With simple, and beautiful templates, you can create professional invoices and send them out on the go.
  • This software is really superb. It suits my business a lot. It is user-friendly and affordable with lots and lots of features.

Cons

  • I have been using myBooks small business invoicing for more than a year and haven’t found any problems with it.
  • I haven't found any trouble with this software. As a small business, I feel satisfied to use this software.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Agicap
Founded: 2016
France
agicap.com

Company Information

Zetran
Founded: 2017
United States
mybooksai.app/

Alternatives

AOPAY

AOPAY

AOPAY Technology

Alternatives

TreasuryView

TreasuryView

emformX GmbH
IDOS

IDOS

Digital CFO - IDOS
HostBooks

HostBooks

HostBooks, Inc.

Categories

Accounting Supported
Accounts Payable Supported
Budgeting Supported
Expense Report Supported
Payment Processing Supported
Spend Management Supported
Treasury Supported

Categories

Accounting Supported
Accounts Payable Supported
AI Accounting Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Supported
Billing & Invoicing Not Supported
Cash Management Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Supported
Purchase Orders Not Supported
Tax Management Not Supported

Accounts Payable Features

Approval Process Control Not Supported
Bank Reconciliation Supported
Cash Management Supported
Check Writing Not Supported
Duplicate Payment Alert Not Supported
Fraud Detection Not Supported
General Ledger Entry Not Supported
Vendor Management Not Supported

Budgeting Features

"What If" Scenarios Supported
Asset Planning Not Supported
Balance Sheet Not Supported
Capital Asset Planning Not Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Not Supported
Project Budgeting Supported
Run Rate Tracking Not Supported
Version Control Not Supported

Expense Report Features

Approval Process Control Not Supported
Invoice Management Supported
Multi-Currency Supported
Receipt Management Not Supported
Reimbursement Management Not Supported
Spend Control Not Supported
Time Tracking Not Supported
Workflow Management Supported

Financial Management Features

Budgeting & Forecasting Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Currency Management Not Supported
Financial Reporting Supported
Investment Management Supported
Project Management Supported
Revenue Recognition Not Supported
Risk Management Supported
Tax Management Not Supported

Financial Risk Management Features

Compliance Management Not Supported
Credit Risk Management Supported
For Hedge Funds Not Supported
Liquidity Analysis Not Supported
Loan Portfolio Management Supported
Market Risk Management Supported
Operational Risk Management Supported
Portfolio Management Not Supported
Portfolio Modeling Not Supported
Risk Analytics Benchmarks Not Supported
Stress Tests Not Supported
Value At Risk Calculation Not Supported

Investment Management Features

Accounting Management Supported
Benchmarking Not Supported
Bonds / Stocks Not Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Fund Management Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Supported

Spend Management Features

Approval Workflow Not Supported
Budgeting / Forecasting Supported
Expense Tracking Not Supported
Multi-Currency Supported
Prepaid Cards Not Supported
Procurement Management Not Supported
Receipt Management Not Supported
Spend Analysis Not Supported
Spend Control Not Supported
Supplier Management Not Supported

Treasury Features

Cash Management Supported
Debt Management Supported
For Government Not Supported
For Hedge Funds Not Supported
Forecasting Supported
Liquidity Management Not Supported
Payment Management Supported
Risk Management Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Supported

Integrations

Chase Business Complete Banking Supported
Dolibarr Supported
EBP CRM Supported
Enrich CRM Supported
GoCardless Supported
Google Sheets Supported
HubSoft Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft Excel Supported
Microsoft OneDrive Supported
PayPal Supported
Pleo Supported
QuickBooks Online Supported
SAP Cloud Platform Supported
Sage 100 Supported
Silicon Valley Bank (SVB) Supported
Spendesk Supported
TD Bank Merchant Solutions Supported
Xero Supported
Zoho Books Supported

Integrations

Chase Business Complete Banking Not Supported
Dolibarr Not Supported
EBP CRM Not Supported
Enrich CRM Not Supported
GoCardless Not Supported
Google Sheets Not Supported
HubSoft Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft Excel Not Supported
Microsoft OneDrive Not Supported
PayPal Not Supported
Pleo Not Supported
QuickBooks Online Not Supported
SAP Cloud Platform Not Supported
Sage 100 Not Supported
Silicon Valley Bank (SVB) Not Supported
Spendesk Not Supported
TD Bank Merchant Solutions Not Supported
Xero Not Supported
Zoho Books Not Supported
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Claim Agicap and update features and information
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