myBooksAI

myBooksAI

Zetran
+
+

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About

Automate bookkeeping and streamline expense management with Dext. Capture receipts, process invoices, and integrate seamlessly with major accounting software, 11,500+ apps, banks, and platforms. Start your free trial today! How Dext works 1. Capture invoices and receipts – Snap a photo, upload a PDF, or connect data feeds. 2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date. 3. Categorise and enrich with AI – Suggests categories, descriptions, and payment methods. 4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and over 30 accounting platforms. 5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date. 6. Integrate with over 11,500 applications, banks, and institutions: Seamlessly connect with e-commerce platforms like PayPal, Shopify, and Stripe. *Need an MTD for IT solution? Try Dext Solo (HMRC-approved) 🏆 Xero App Partner of the Year (UK and US, 2024)

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

Accountants and Bookkeepers: Professionals who require efficient tools for processing large volumes of financial data and who value accuracy and time-saving in their workflows. Small to Medium Businesses (SMBs): Business owners and finance teams in SMBs looking for streamlined and hassle-free bookkeeping and financial data management solutions. Firms in Transition to Digital Tax Systems: Companies that need to manage digital tax submissions, such as Making Tax Digital for income tax self-assessment (MTD ITSA), seeking an end-to-end solution.

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 Not Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$31.50/month
- Business Plans start at $31.50/month for 5 users with 250 documents included. Choose an annual subscription for just $25.21 per month (Save up to 20% with an annual subscription).

- Practice Plans start at $239.19/month for 10 Business Clients. Choose an annual subscription for just $207.99 per month (Save 13% with an annual subscription).

*Plans are available in multiple currencies: USD, GBP, EUR, CAD, AUD, and ZAR. Discounts may vary by region.
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:

Review this Software

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 Not Supported

Training

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

Company Information

Dext
Founded: 2010
United Kingdom
dext.com/en

Company Information

Zetran
Founded: 2017
United States
mybooksai.app/

Alternatives

Alternatives

IDOS

IDOS

Digital CFO - IDOS
HostBooks

HostBooks

HostBooks, Inc.

Categories

Accounting Supported
Accounts Payable Supported
AI Accounting Supported
Bookkeeping Supported
Data Entry Supported
Expense Report Supported
Fund Accounting Supported
Machine Learning Supported
Receipt Scanner Supported

Categories

Accounting Supported
Accounts Payable Supported
AI Accounting Supported

Accounting Features

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

Accounts Payable Features

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

Bookkeeping Features

Accounts Payable Supported
Accounts Receivable Not Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
Collections Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
General Ledger Not Supported
Payroll Not Supported
Revenue Recognition Not Supported
Spend Management Not Supported
Tax Management Not Supported

Data Entry Features

Abbreviation Detection Not Supported
Data Capture and Transfer Supported
Data Cleansing Not Supported
Data Entry Verification Not Supported
Data Search Flexibility Not Supported
Duplicate Detection Supported
Flexible Search Not Supported
Image Entry Supported
Library Conversion Not Supported
Mis-Keyed Variation Detection Not Supported
Phonetic Variation Detection Not Supported

Expense Report Features

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

Fund Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Activity Tracking Supported
Asset Management Not Supported
Bank Reconciliation Not Supported
Budgeting & Forecasting Not Supported
Compliance Management Not Supported
Donor Management Not Supported
General Ledger Not Supported
Partnership Accounting Not Supported
Purchasing & Receiving Not Supported

Machine Learning Features

Deep Learning Not Supported
ML Algorithm Library Not Supported
Model Training Not Supported
Natural Language Processing (NLP) Not Supported
Predictive Modeling Supported
Statistical / Mathematical Tools Not Supported
Templates Not Supported
Visualization Not 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

AccessOwl Supported
Axis LMS Supported
FreeAgent Supported
KashFlow Supported
Outmin Supported
QuickBooks Online Supported
Rightworks Supported
Sage Accounting Supported
Senta Supported
Tripcatcher Supported
Trustpilot Supported
Twinfield Supported
Xero Supported

Integrations

AccessOwl Not Supported
Axis LMS Not Supported
FreeAgent Not Supported
KashFlow Not Supported
Outmin Not Supported
QuickBooks Online Not Supported
Rightworks Not Supported
Sage Accounting Not Supported
Senta Not Supported
Tripcatcher Not Supported
Trustpilot Not Supported
Twinfield Not Supported
Xero Not Supported
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Claim Dext and update features and information
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