myBooksAI

myBooksAI

Zetran
+
+

Related Products

  • Sage Intacct
    8,791 Ratings
    Visit Website
  • Xero
    6,132 Ratings
    Visit Website
  • Melio
    2,212 Ratings
    Visit Website
  • Epicor Financials
    Visit Website
  • Odoo
    1,729 Ratings
    Visit Website
  • Fraxion
    195 Ratings
    Visit Website
  • Order.co
    228 Ratings
    Visit Website
  • Zahara
    34 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Invoice Home
    5,713 Ratings
    Visit Website

About

Zumzum Financials is a fully comprehensive Accounting application, designed specifically for small and medium businesses. It provides all the functionality you need in one package,for one price,with no hidden extras and a fast and efficient implementation Built entirely on the Salesforce platform, Zumzum Financials allows you to unify your front and back office and improve the way you serve your customers.Salesforce CRM and Zumzum Financials combine seamlessly from closing new business, to creating invoices, posting transactions and collecting cash. All without any manual rekeying, with all the information visible on the Account to those who need to see it across all departments, enabling any customer query to be answered quickly and efficiently. Foster collaboration, gain a 360 degree view of your customer and Simplify finance processes. Begin your journey of a unified CRM and Finance system by installing Zumzum Financials from the Salesforce AppExchange.

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

Small and medium sized businesses that require a complete business system built 100% native on the Salesforce Lightning Platform. Automate and accelerate your Procure-2-Pay and Lead-2-Cash processes in one system for a complete 360 degree view of your business, in real time.

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 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

$45.00/month/user
Price is per user per month based on an annual pre pay subscription.
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 Supported

Training

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

Company Information

Zumzum
Founded: 2007
United Kingdom
www.zumzum.co.uk

Company Information

Zetran
Founded: 2017
United States
mybooksai.app/

Alternatives

Alternatives

Airbase

Airbase

Paylocity
IDOS

IDOS

Digital CFO - IDOS
IDOS

IDOS

Digital CFO - IDOS
HostBooks

HostBooks

HostBooks, Inc.

Categories

Accounting Supported
Accounts Payable Supported
Bookkeeping Supported
Expense Report Supported
Procure to Pay Supported
Purchasing Supported
Recurring Billing Supported
Sales Tax Supported

Categories

Accounting Supported
Accounts Payable Supported
AI Accounting Supported

Accounting Features

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

Accounts Payable Features

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

Accounts Receivable Features

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

Billing and Invoicing Features

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

Bookkeeping Features

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

Expense Report Features

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

Financial Reporting Features

"What If" Scenarios Not Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Purchasing Features

Catalog Management Supported
Compliance Management Not Supported
Contract Management Not Supported
Inventory Management Supported
Invoice Processing Supported
PunchOut Not Supported
Purchase Order Management Supported
Requisitions & Approvals Supported
Sourcing Management Not Supported
Spend Management Not Supported
Supplier Management Supported

Recurring Billing Features

Customer Portal Supported
Deferred Billing Not Supported
Discount Management Not Supported
Dunning Management Supported
Invoice History Supported
Multi-Currency Supported
Multi-Period Recurring Billing Supported
Payment Processing Supported
Recurring Donations Not Supported
Subscription Billing Supported

Sales Tax Features

Address Validation Not Supported
Audit Trail Supported
Consumer Use Tax Not Supported
Exemption Management Not Supported
Tax Calculator Supported
Tax Filing Not Supported
Taxability Verification Not Supported
Transaction Tracking Supported
Value Added Tax (VAT) 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

No info available.

Integrations

No info available.
Claim Zumzum Financials and update features and information
Claim Zumzum Financials and update features and information
Claim myBooksAI and update features and information
Claim myBooksAI and update features and information