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Description

Woventri serves as an online platform designed for freelancers and individual service providers to effectively handle their client databases, billing, revenue, and expenditure. This tool allows users to seamlessly integrate financial records with client and invoice details, enabling them to develop their documentation step by step, starting with a single client and a preliminary invoice. The Free plan permits the creation of two invoices monthly, management of five clients, and up to fifty transactions each month. For a monthly fee of $9, the Plus plan expands these limits to twenty invoices, twenty-five clients, and five hundred transactions, while also offering features like time tracking, recurring entries, and the ability to import CSV files. As users upgrade to higher-tier plans, they gain access to greater usage limits and a wider array of business management tools, enhancing their operational efficiency. This flexibility allows users to choose a plan that best fits their growing business needs.

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 No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$9/month
The Free plan includes up to 2 invoices, 5 clients and 50 transactions per month. Plus costs $9 per month and includes up to 20 invoices, 25 clients and 500 transactions per month, plus time tracking, recurring entries and CSV imports. Higher plans offer larger allowances and additional business tools.
Free Trial Yes 
Free Version Yes 

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

Woventri

Website

woventri.com.au

Vendor Details

Company Name

Zetran

Founded

2017

Country

United States

Website

mybooksai.app/

Product Features

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 

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 

Alternatives

No Alternatives

Alternatives