From a description to balanced books
Five steps, and only the first two happen once.
- 1
Pick your country
Currency, financial year and the names of your tax registrations follow the country you choose — over 200 to pick from.
- 2
Design your tracker
Describe your trade, upload a spreadsheet (tabs, columns and formulas are read, not just figures), or start from a sample business and change it. You review a draft before it is built.
- 3
Fill it
Enter by hand, photograph a bill or receipt, or import records from Excel or CSV. Running balances are worked out as you type, before you save.
- 4
Read it
Your own dashboard plus trial balance, profit & loss, category breakdown, balance sheet, ledger, day book, outstanding and aging — and stock summary when you hold stock.
- 5
Check it
Upload a bank or wallet statement and Books2BI checks it against what you have already recorded, without entering anything twice.
Questions people ask their books
- “Which customers still owe me, and how much?”
- “What did each vehicle make me last month after fuel and tolls?”
- “Show income against expenses for this year, month by month”
- “Which buyers are more than 60 days overdue?”
- “What is on the shelf, and what is running low?”
- “Top five things I spent money on this year”
- “Profit and loss for last quarter against the same quarter last year”
- “Total tax collected and paid last month”
Describe your business. Get your books.
Start with 70K free tokens. Never expire. No credit card required.