Average Ratings 0 Ratings
Average Ratings 2 Ratings
Description
A comprehensive and powerful technology framework is essential for effectively managing financial data and facilitating workflows such as reconciliation, commission calculations, payment creation, and reporting, allowing businesses to oversee their financial operations from start to finish. By adopting modern solutions, organizations can introduce heightened levels of accuracy, efficiency, and speed into their financial processes. Fully automate your fee calculation procedures while keeping an eye on payment service level agreements (SLAs) with external entities. Ensure a smooth integration with payment partners to efficiently transfer funds to suppliers and vendors. Accelerate your launch with a proven financial operations technology stack that supports your objectives. Avoid the pitfalls of creating technology stacks that stray from your primary business focus. Instead of reinventing existing solutions, enhance your financial operations technology stack with flexibility and responsiveness. Effortlessly broaden your product offerings into new business sectors, markets, and initiatives you are set to introduce. Your technology must meet rigorous standards, being PCI DSS v3.2.1 compliant and ISO/IEC 27001:2013 certified, while also undergoing regular vulnerability assessments and penetration testing to eliminate any potential risks. This comprehensive approach ensures that your financial operations are not only secure but also primed for future growth and innovation.
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
Integrations
Amazon Web Services (AWS)
Yes
Checkout.com
Yes
Delhivery
Yes
Gmail
Yes
Metabase
Yes
Microsoft Excel
Yes
Oracle Cloud Infrastructure
Yes
QuickBooks Online
Yes
Shopify
Yes
Stripe
Yes
Integrations
Amazon Web Services (AWS)
No
Checkout.com
No
Delhivery
No
Gmail
No
Metabase
No
Microsoft Excel
No
Oracle Cloud Infrastructure
No
QuickBooks Online
No
Shopify
No
Stripe
No
Pricing Details
No price information available.
Free Trial
No
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
No
Mac
No
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
Recko
Founded
2021
Country
United States
Website
www.recko.io
Vendor Details
Company Name
Zetran
Founded
2017
Country
United States
Website
mybooksai.app/
Product Features
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
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