Money and people · Partly available
Books
Double-entry accounting that the other apps post into.
Books is a double-entry ledger where posted entries are never edited, only reversed, and the other apps post through rules. Invoicing, payables, bank reconciliation, multi-currency and financial statements are built; every shipped tax, chart and return pack is unverified until an accountant signs it off.
- accountant
- bookkeeper
- finance manager
- business owner
What it changes
Why teams run Books
- Every product posts into one ledger through rules.
- Posted entries are never edited; corrections are reversals.
- Bank lines reconcile against rules and suggestions.
- Statements drill down to the entries behind them.
Capabilities
In Books today
Each item below is built and in the product now.
- Available
Ledger and posting rules
Chart of accounts, rule-based postings from every app, manual journals with approval.
- Available
Periods and year-end
Soft close, lock, audited reopen, year-end close.
- Available
Invoicing and receivables
Invoices, proformas, credit notes, recurring invoices, receipts, allocation, ageing, statements.
- Available
Payables and payment runs
Bills with three-way match, debit notes, maker-checker payment runs, bank files.
- Available
Bank import and reconciliation
CSV, OFX and camt.053 import; rules, suggestions and locked reconciliation sessions.
- Available
Multi-currency and revaluation
Realised differences on settlement; reversing revaluation of open items.
- Available
Financial statements
Trial balance, balance sheet, P&L, cash flow with comparatives and drill-down.
- Available
Budgets and expenses
Budgets with variance, expense recording and expense approval.
Not advertised as live yet
- PlannedAccountant-verified country packsTax, chart and return packs are unverified until an accountant signs them off.
- PlannedFiling tax returns onlineA filing driver is tested on recorded responses; it needs your tax authority credentials.
- PlannedBank feeds and e-invoicingNot built; bank statements are imported as files today.
- PlannedGroup consolidationPlanned for a later release.
On the same record
How Books connects
What happens in Books is already in these products, with nothing exported or re-typed.
- SalesQuotes, orders and contracts
- POSThe till, online or offline
- CommerceYour online store
- PurchasingRequisition to supplier bill
- InventoryStock you can trust
- PayrollPay runs and payslips
- ProjectsPlan, track and bill work
- BookingAppointments and classes
- AssetsThe asset register
- InsightsDashboards and reports
See it working
A walkthrough with the people who build it.
We show Books on a real workspace in a demo call, with your own kind of data, rather than with stock screenshots.
Questions
Books, answered plainly.
Is Books available today?
Partly. What is listed under "In Books today" is built; the items marked "Planned" are not available yet. Each country's tax, chart and return packs are unverified until an accountant signs them off.
Can I use Books on its own?
Yes. Switch on Books alone and add other products when you need them. What you entered is already there for them.
What does Books work with?
It writes into or reads from Sales, POS, Commerce, Purchasing, Inventory, Payroll, Projects, Booking, Assets, Insights, on the same record, so nothing is exported or re-typed.
Which countries is it for?
Sri Lanka first, then the United Kingdom, Canada, Australia and the United States: their currencies, address formats and week starts are already settings. Tax and payroll rates are unverified until an accountant signs them off.
Money and people