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Description

Cheqbook is quick and easy to use for business owners. It also has the features that accountants and bookkeepers require. Our patent-pending import technology and smart categorization can save business owners up to two weeks per year. Cheqbook was designed to be as easy and simple as possible, but there are some things you need to do when setting it up. Before you can start, connect to your online bank and credit cards. Make sure to connect even if you haven’t connected in a while. Add a company. You can also name your personal accounts "John & Mary Smith" for personal accounts. While we usually refer to a set or books as a company, it could also be your personal finances. You can sync your first bank account by selecting the bank you wish to use and entering your login name, password, and financial institution. As Cheqbook establishes a connection, you may be asked security questions.

Description

ReceiptsAI is an innovative bookkeeping solution harnessing the power of AI, designed specifically for small businesses, freelancers, and accountants. It efficiently transforms receipts, invoices, and bank statements into well-organized financial records that are ready for export, eliminating the need for manual data entry. You can effortlessly upload documents from any device or simply forward emails from your Gmail or Outlook, as ReceiptsAI automatically captures receipts. Its advanced AI technology extracts over 50 fields such as merchant, date, amount, tax, and line items with an impressive accuracy of over 99%, categorizing each transaction according to your personalized rules or one of the 30+ industry-specific templates available. Additionally, the software features built-in reports that provide insights into your spending patterns by month, merchant, category, and tax. You can easily export clean CSV, Excel, or PDF files that are accountant-ready during tax season, and the platform offers multi-currency support, bulk uploads, duplicate detection, and full-text search capabilities. Moreover, privacy controls ensure that sensitive information is redacted prior to AI processing, enhancing the overall security of your data. This makes ReceiptsAI not just a tool, but a comprehensive partner in financial management.