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Description
Neo-Capital is a comprehensive accounting solution designed for small enterprises, independent contractors, accountants, and firms specializing in financial services. Its Online version operates through a web browser, while the Desktop version is available for installation on both Windows and macOS, allowing users to manage their financial records locally without needing an internet connection. This software facilitates various tasks such as creating invoices, generating estimates, managing bills, capturing receipts, tracking mileage, and performing bank reconciliations, in addition to categorizing transactions, identifying deductions, estimating quarterly taxes, and producing financial reports. Enhanced features in the Pro and Firm versions introduce accrual accounting, a detailed chart of accounts, general ledger management, trial balance preparation, period closings, as well as functionalities for handling sales and purchase orders, inventory tracking, classifying expenses, job costing, and time management, along with maintaining an audit trail. The Firm version further extends capabilities by allowing client book management and providing read-only access to client dashboards. Users can easily import data from QuickBooks and establish connections with various financial services like banking, marketplaces, payment processors, advertising platforms, and payroll providers. Online subscription plans come with mobile access and bank feed integration, while an optional Connected service enhances the Desktop version with cloud functionalities, ensuring users can access their data seamlessly wherever they are. Ultimately, Neo-Capital aims to streamline accounting processes for its users, promoting efficiency and ease of use.
Description
myBooksAI is a cloud-based accounting and business financial management platform designed for small businesses, entrepreneurs, and professional accounting firms. Developed by Zetran as an updated version of myBooks, the software combines bookkeeping, invoicing, inventory tracking, banking, and tax reporting. Its invoicing tools allow users to create customized invoices, quotations, estimates, proforma invoices, and payment receipts. Expense management capabilities help businesses record purchases, track vendor bills, monitor outstanding payments, and organize financial transactions. Bank connectivity enables automatic transaction imports, while reconciliation tools help users match bank activity with recorded invoices, bills, and accounting entries. AI-powered features provide transaction categorization suggestions, business summaries, and insights into financial activities requiring attention. Inventory management supports stock monitoring, product tracking, inventory valuation, and low-stock alerts. Financial reporting includes profit and loss statements, balance sheets, cash flow reports, and GST-related reports for businesses operating under applicable Indian tax requirements. myBooksAI also provides multi-user access, mobile applications, recurring billing, audit trails, and specialized accounting practice management capabilities for firms serving multiple clients.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Amazon
Yes
Claude
Yes
Claude Duet
Yes
Claude for Legal
Yes
Etsy
Yes
Gemini
Yes
Google Ads
Yes
Gusto
Yes
Meta Ads
Yes
Model Context Protocol (MCP)
Yes
Integrations
Amazon
No
Claude
No
Claude Duet
No
Claude for Legal
No
Etsy
No
Gemini
No
Google Ads
No
Gusto
No
Meta Ads
No
Model Context Protocol (MCP)
No
Pricing Details
$19/month
Online plans cost $19/month or $190/year for Basic, $39/month or $390/year for Pro, and $99/month or $990/year for Firm; annual billing includes two months free. Desktop licenses are one-time purchases: $49 for Basic, $249 for Pro, and $899 for Firm. Optional Desktop Connected plans cost $15, $22, or $35 per month, depending on edition. Additional Online business books cost $9/month. Invoice card payments are subject to Stripe's standard processing fee plus Neo-Capital's 1% fee.
Free Trial
Yes
Free Version
No
Pricing Details
$5.00 per month
Free - No cost Standard - $ 5 Premium - $10
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Neo-Capital LLC
Founded
2026
Country
United States
Website
neocapital.app
Vendor Details
Company Name
Zetran
Founded
2017
Country
United States
Website
mybooksai.app/
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
Yes
Accounts Payable
Approval Process Control
No
Bank Reconciliation
No
Cash Management
No
Check Writing
No
Duplicate Payment Alert
No
Fraud Detection
No
General Ledger Entry
No
Vendor Management
No
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
