Everything Books2BI does, and the everyday problem each part of it solves.
The problem: Most tools want a card before you can see whether they fit your business.
How Books2BI helps: Every account starts with 70K free tokens and no card. Building your first tracker is free — only the conversation that designs it uses tokens.
The problem: Generic accounting software forces your trade into its forms and its words.
How Books2BI helps: Say what you do — “I buy stock on credit, sell for cash and card, and some builders settle at month end” — and the screens are built in your vocabulary.
The problem: A workbook that runs the business breaks the day someone else edits it.
How Books2BI helps: Books2BI reads your tabs, columns and formulas and turns monthly sheets into filterable registers that keep their calculations.
The problem: Keeping proper books means knowing which account to debit and which to credit.
How Books2BI helps: Posting rules are built into each screen, so every entry writes its journal automatically. Trial balance and balance sheet stay balanced.
The problem: Typing every bill, receipt and payslip is the part nobody has time for.
How Books2BI helps: Upload a PDF, photo, Excel or CSV and the AI reads it onto the right screen for you to approve.
The problem: Checking the bank against the books means ticking two lists by hand.
How Books2BI helps: Upload a bank or wallet statement and see what matches, what is missing and what is different — without re-entering anything.
The problem: Your accountant needs the books in a shape they recognise.
How Books2BI helps: Trial balance, profit & loss, category breakdown, balance sheet, ledger, day book, outstanding and aging — plus stock summary when you hold stock.
The problem: Stock counts drift because nobody updates them when a sale is entered.
How Books2BI helps: Stock moves as entries are recorded, so you can see what is on the shelf and what is running low.
The problem: Re-typing a sale into an invoice template is double work.
How Books2BI helps: Generate an invoice from a sales entry with your logo and the tax formatting of your country, and share it as a PDF or a link.
The problem: A side business, a household and a shop should not share one ledger.
How Books2BI helps: Keep separate sets of books, each with its own screens, currency and year, and switch between them in one click.
The problem: Answers about your own business hide behind filters and report settings.
How Books2BI helps: Ask in plain English — “which customers still owe me, and how much?” — and see the rows behind the answer.
The problem: Bulk entry and a record of who changed what are usually extras.
How Books2BI helps: Download blank sheets that match your screens to fill offline, and see every change in the audit log.
The problem: Your bookkeeper and your partner need access without sharing your password.
How Books2BI helps: Invite teammates by email. They work in the same books and share one token balance, while each person’s chat history stays private.
Start with 70K free tokens. Never expire. No credit card required.
