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.

Pricing

Price Starts At:
$5.00 per month
Price Overview:
Free - No cost Standard - $ 5 Premium - $10
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

No integrations listed.
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Screenshots and Video

Play Video myBooksAI Screenshot 1 myBooksAI Screenshot 2

Company Facts

Company Name:
Zetran
Date Founded:
2017
Company Location:
United States
Company Website:
mybooksai.app/

Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Support
Standard Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

myBooksAI Categories and Features

Billing and Invoicing Software

Accounts Receivable Software

Accounts Payable Software

Accounting Software

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

AI Accounting Software

myBooksAI Customer Reviews

Write a Review
  • Reviewer Name: Narbhavi M.
    Position: Small Business owner
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best Small Business Accounting Software

    Updated: Mar 29 2022
    Summary

    Overall I feel super happy to buy this software. They have really a very good customer support. They respond me immediately whenever I need.

    Positive

    This software is really superb. It suits my business a lot. It is user-friendly and affordable with lots and lots of features.

    Negative

    I haven't found any trouble with this software. As a small business, I feel satisfied to use this software.

    Read More...
  • Reviewer Name: Mary D.
    Position: Self-employeed
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Simple Invoicing App for Small Businesses

    Updated: May 01 2022
    Summary

    With myBooksAI in hand, you don’t have to worry about paying another cent for an app that works well and is simple to use. myBooks are not only convenient and easy to use but hold all small business needs.

    Positive

    myBooksAI 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.

    Negative

    I have been using myBooksAI small business invoicing for more than a year and haven’t found any problems with it.

    Read More...
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