myBooksAI
5.0 out of 5 starsRatings and Reviews 2 Ratings
Ratings and Reviews 0 Ratings
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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 PayStream?
ClientAccessWeb acts as the foundational element and entry point for our cohesive data systems. This platform empowers clients to manage all aspects of secure and organized account-level information, including dashboards, secure messaging between clients and departments, comprehensive reports, and task coordination with creditors and third-party receivables management vendors. It also provides users with seamless integration capabilities with both the PayStream and Papyrus platforms, offering customized user access and permissions. Designed for versatility, the platform can be tailored to meet a wide array of client needs. Users are able to adjust color themes, logos, and branding throughout the interface, promoting a unique brand identity and representation. This level of customization not only fosters a personalized experience but also boosts overall user satisfaction, making it a favored option among various organizations. Furthermore, its user-friendly design ensures that clients can easily navigate and utilize the features available, further solidifying its reputation as a valuable tool in data management.
Integrations Supported
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
iPhone
iPad
Customer Service / Support
Standard Support
Customer Service / Support
Standard Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
Zetran
Date Founded
2017
Company Location
United States
Company Website
mybooksai.app/
Company Facts
Organization Name
Applied Innovation
Date Founded
2002
Company Location
United States
Company Website
appliedinnovationinc.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
Accounts Receivable
Not specified