myBooksAI

myBooksAI

Zetran
+
+

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About

AccountsIQ cloud accounting software simplifies the capture, process and reporting of financial data across multiple locations. Put simply we transform finance functions by enabling CFOs, Finance Directors and Financial Controllers to: - Get a holistic view of their organisation and subsidiaries - Access real-time, powerful reports and KPIs - Get superb analytics through our multi-level coding capability - Automate consolidation - Work more effectively and flexibly with our collaboration tools and apps - Gain efficiencies through integration of key business systems. Our financial management software was awarded Mid-Market and Enterprise Accounting Software of the Year 2019 and 2018 and we were a finalist in 2020.

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 to Medium Businesses of £1m-£50m turnover typically. Also investment management, asset management, renewable energy companies with multiple assets.

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 Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

£199
There are three product bands - Essentials (AIQ1) includes all the features one would expect from a full-featured financial management platform and starts from £199 per month, Growth (AIQ2) includes multi-entity consolidation and starts from £450 and please contact us to learn more about Enterprise (AIQ3).
Free Version Not Supported
Free Trial Not 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

AccountsIQ
Founded: 2005
United Kingdom
www.accountsiq.com

Company Information

Zetran
Founded: 2017
United States
mybooksai.app/

Alternatives

Alternatives

IDOS

IDOS

Digital CFO - IDOS
NetSuite

NetSuite

Oracle
HostBooks

HostBooks

HostBooks, Inc.
IDOS

IDOS

Digital CFO - IDOS

Categories

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 Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Supported
General Ledger Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Supported

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Supported
Cash Management Supported
Check Writing Supported
Duplicate Payment Alert Supported
Fraud Detection Supported
General Ledger Entry Supported
Vendor Management Supported

Accounts Receivable Features

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

Accounting Practice Management Features

Approval Workflow Supported
Billing & Invoicing Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Supported
For CPA Firms Supported
Project Management Not Supported
Staff Management Not Supported
Time Tracking 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 Supported
General Ledger Supported
Payroll Not Supported
Revenue Recognition Supported
Spend Management Supported
Tax Management Supported

Budgeting Features

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

Expense Report Features

Approval Process Control Supported
Invoice Management Supported
Multi-Currency Supported
Receipt Management Supported
Reimbursement Management Supported
Spend Control Supported
Time Tracking Supported
Workflow Management Supported

Financial Management Features

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

Financial Reporting Features

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

Arlo Training Management Software Supported
AutoEntry Supported
BrightPay Supported
Chaser Supported
Compleat Supported
Expensify Supported
Fourth Supported
Joblogic Supported
Kefron AP Supported
Lightyear Supported
ProForecast Supported
Rapport3 Supported
SAP Concur Supported
Salesforce Supported
SmartDebit Supported
Stripe Supported
Tink Supported
TransferMate Supported

Integrations

Arlo Training Management Software Not Supported
AutoEntry Not Supported
BrightPay Not Supported
Chaser Not Supported
Compleat Not Supported
Expensify Not Supported
Fourth Not Supported
Joblogic Not Supported
Kefron AP Not Supported
Lightyear Not Supported
ProForecast Not Supported
Rapport3 Not Supported
SAP Concur Not Supported
Salesforce Not Supported
SmartDebit Not Supported
Stripe Not Supported
Tink Not Supported
TransferMate Not Supported
Claim AccountsIQ and update features and information
Claim AccountsIQ and update features and information
Claim myBooksAI and update features and information
Claim myBooksAI and update features and information