myBooksAI

myBooksAI

Zetran
+
+

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About

Complete CRM software for customer monitoring, invoicing, accounting and projects. Need to save time and automate? Karlia: a software, adapted to all your needs, powerful functionalities but very simple. All-in-one CRM software, invoices, automated accounting, time and projects. CRM - Gain visibility on your pipelines. Manage your prospect and customer business cycles. Create custom fields. Add views to the directory. Edit quotes and invoices in one click. Create quotes in your opportunities. Turn them into invoices. Purchase order, delivery note and stock. Simplify your expense and supplier management. Add expenses with your receipts. Create recurring purchases. Manage your outstanding suppliers. Automate your accounting. Connect your bank accounts. Do the automatic bank reconciliation. Easily export accounting entries. Connect with your customers. Communicate with your customers. Share business documents. Have your proofs validated.

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 Not 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 looking for an all-in-one software for customer relationship management (CRM), sales, billing and project management

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 Not Supported
Online Not 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

$17.70 per user, per month
Free Version 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 Not Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Training

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

Company Information

Karlia
Founded: 2019
France
karlia.fr

Company Information

Zetran
Founded: 2017
United States
mybooksai.app/

Alternatives

Alternatives

Wave Accounting

Wave Accounting

Wave Financial
HostBooks

HostBooks

HostBooks, Inc.

Categories

Accounting Supported
CRM Supported
ERP Supported
Project Management Supported
Recurring Billing Supported
Task Management 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 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 Not Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Not Supported
Hourly Billing Not Supported
Invoice History Not Supported
Mobile Payments Not Supported
Multi-Currency Not Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Not Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported

ERP Features

Accounting Integration Not Supported
Accounting Management Not Supported
CRM Supported
Dashboard Not Supported
Distribution Management Not Supported
Enterprise Asset Management Not Supported
Financial Management Supported
HR Management Not Supported
Inventory Management Supported
Order Management Supported
Project Management Supported
Purchase Order Management Not Supported
Purchasing Not Supported
Reporting/Analytics Supported
Sales Management Not Supported
Supply Chain Management Not Supported
Warehouse Management Not Supported

Project Management Features

Agile Methodologies Not Supported
Budget Management Not Supported
Client Portal Not Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Supported
Gantt Charts Not Supported
Idea Management Not Supported
Kanban Board Supported
Milestone Tracking Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Time & Expense Tracking Supported
Traditional Methodologies Not Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Not Supported
Gantt Charts Not Supported
Mobile Access Not Supported
Percent-Complete Tracking Not Supported
Progress Tracking Not Supported
Recurring Tasks Not Supported
Reporting/Analytics Not Supported
Spreadsheet View Not Supported
Task Board View Supported
Task Planning Not Supported
Task Scheduling Not Supported
Task Tracking Not Supported
Time Tracking Supported
To-Do List View 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

Stripe Supported

Integrations

Stripe Not Supported
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