myBooksAI

myBooksAI

Zetran
+
+

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About

Streamline bill payments & invoice collections. Put your accounts payable & receivable on auto-pilot. Spend more time growing your business, and less on managing your payments. Create Purchase Quote and streamline the approval process before sending it to the vendor. PO Matching to vendor invoice and track open/closed PO with budgets. Capture vendor invoice details automatically or manually and make payments confidently at 0% FX markup. Create professional draft invoices and allow customers to confirm the amount before you invoice them. Set up smart workflows with automated WhatsApp and email reminders. Say goodbye to spreadsheets. Leverage the dashboard, detailed out-of-the-box reports, and customer timelines to stay up to date. Integrated task management. Centralized workspace with promise-to-pay tasks and actions that allow your team to follow up with customers with a click. Two-way integration with your accounting software.

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

Businesses in need of a solution to streamline their customer collections and vendor payments

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 Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$1,120 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:

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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 Not Supported
Live Online Not Supported
In Person Not Supported

Training

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

Company Information

Peakflo
Singapore
peakflo.co/en/

Company Information

Zetran
Founded: 2017
United States
mybooksai.app/

Alternatives

Alternatives

Invoiced

Invoiced

Invoiced.com
HostBooks

HostBooks

HostBooks, Inc.

Categories

Accounting Supported
Accounts Payable Supported
AR Automation Supported
Payment Processing Supported
Recurring Billing Supported

Categories

Accounting Supported
Accounts Payable Supported
AI Accounting Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Supported
Bank Reconciliation Not 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 Not Supported
Tax Management Not Supported

Accounts Payable Features

Approval Process Control 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 Not Supported
Vendor Management Not Supported

Accounts Receivable Features

ACH Payment Processing Not Supported
Billing & Invoicing Not Supported
Check Processing Not Supported
Collections Management Not Supported
Online Payment Processing Not Supported
Overpayment Processing Not Supported
Partial Payments Not Supported
Receivables Ledger Supported
Recurring Billing Not Supported

Billing and Invoicing Features

Billing Portal Not Supported
Contact Database Not Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Not 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 Not Supported
Payment Processing Not Supported
Project Billing Not Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator 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

Chargebee Supported
NetSuite Supported
QuickBooks Online Supported
WhatsApp Supported
Xero Supported
Zoho CRM Supported

Integrations

Chargebee Not Supported
NetSuite Not Supported
QuickBooks Online Not Supported
WhatsApp Not Supported
Xero Not Supported
Zoho CRM Not Supported
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