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Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is myBooksAI?

myBooksAI is an AI-powered accounting and financial management platform developed by Zetran for small businesses, entrepreneurs, and accounting professionals. The software provides a cloud-based workspace for managing sales transactions, business expenses, banking activities, inventory, and financial records. Its invoicing capabilities support customizable invoices, estimates, quotations, proforma invoices, payment receipts, and recurring billing arrangements. Accounts receivable and payable tools help users monitor customer balances, manage vendor bills, track payment activity, and send overdue payment reminders. Banking features include bank account synchronization, transaction imports, reconciliation workflows, configurable categorization rules, and matching payments to outstanding invoices or bills. AI-assisted functionality provides suggestions for categorizing bank transactions and generates business summaries highlighting financial performance and activities requiring attention. Inventory management tools track product quantities, stock values, purchasing activity, and low-stock conditions to help businesses manage available inventory. The platform supports double-entry bookkeeping, journal entries, chart of accounts management, opening balances, and financial adjustments. Reporting capabilities include profit and loss statements, balance sheets, cash flow statements, account transaction reports, customer aging reports, and inventory summaries. For businesses operating in India, myBooksAI provides GST invoicing and reporting tools covering GSTR-1, GSTR-2, and GSTR-3B, along with additional tax-related accounting features. The software also offers budgeting, multi-user permissions, audit logs, web and mobile access, and multi-client practice management functionality for accounting firms.

What is Cratoflow?

Bid farewell to the hassle of emailing; simply drag and drop files from your computer into our intuitive platform. Utilizing a sophisticated machine learning algorithm, we analyze the coding behaviors of invoice transactions and retain historical patterns for future use. Our all-encompassing workflow simplifies the approval process and efficiently addresses exceptions. Payments can be scheduled through our integrated solution, whether accessed via our website or mobile app while you’re on the go. The customer portal enhances communication with clients, facilitating prompt payments and resolving any billing questions. We also provide automated and recurring billing options to streamline the customer billing experience. By improving your collections process with organized billing and revenue tracking, you can significantly reduce manual tasks. Our integrated payment collection system allows customers to make payments directly to you with ease, requiring just a click. Furthermore, you can forecast your cash flow for the next one, three, or six months based on historical trends, empowering you to assess current profitability and make more informed business decisions. This efficient approach not only conserves time but also strengthens client relationships, leading to a more effective financial management system tailored for your business's success. Embracing this innovative solution will undoubtedly enhance your overall operational efficiency.

Media

Media

Integrations Supported

Integrations Supported

Airtable
Authorize.Net
Dropbox
Focus POS
Freshsales
Google Drive
HubSpot Customer Platform
Microsoft Dynamics 365
NetSuite
QuickBooks Accountants
QuickBooks Online Advanced
SAP ERP
Sage Intacct
Salesforce
Shopify
Square POS
Toast POS
WePay
Xero
Zoho CRM

API Availability

API Availability

Pricing Information

$5.00 per month
Free - No cost Standard - $ 5 Premium - $10
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Online Training

Company Facts

Organization Name

Zetran

Date Founded

2017

Company Location

United States

Company Website

mybooksai.app/

Company Facts

Organization Name

Cratoflow

Date Founded

2019

Company Location

United States

Company Website

www.cratoflow.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Purchase Orders
Tax Management

Accounts Payable

Not specified

Accounts Receivable

Not specified

AI Accounting

Not specified

Billing and Invoicing

Not specified

Categories and Features

Accounting

Not specified

AI Accounting

Not specified

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