Accounting for small business

Software shaped like your business. Books an accountant can sign.

Describe your trade in your own words — or hand over the spreadsheet you already run it on — and Books2BI builds your screens in your vocabulary: admissions instead of invoices, trips instead of jobs, trays instead of units. Underneath every screen sits proper double-entry bookkeeping, written automatically, so the books an accountant needs are there the day you start.

70K free tokens · Never expire · No credit card required

Every accounting package makes you fit your trade into its forms. Books2BI builds the screens around how you already work.
How it works

Design it. Fill it. Read it.

  1. 1

    Design it

    Describe your business, or upload the spreadsheet you already keep. It asks the questions a good bookkeeper would, then shows you a draft to review before anything is built.

  2. 2

    Fill it

    Type an entry, photograph a bill, or import the records you have. Every way in writes the same books.

  3. 3

    Read it

    Your dashboard, the statutory reports, and AI Chat that answers in plain language using your own labels.

Features

Everything the books need — none of the forms you don't

Your first tracker is on us

Every account starts with 70K free tokens and no card. Building your first tracker is free — only the conversation that designs it uses tokens.

Designed by conversation

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.

Your spreadsheet, converted

Books2BI reads your tabs, columns and formulas and turns monthly sheets into filterable registers that keep their calculations.

Automatic double entry

Posting rules are built into each screen, so every entry writes its journal automatically. Trial balance and balance sheet stay balanced.

Bills and documents read for you

Upload a PDF, photo, Excel or CSV and the AI reads it onto the right screen for you to approve.

Statement reconciliation

Upload a bank or wallet statement and see what matches, what is missing and what is different — without re-entering anything.

Who uses Books2BI

Built around the way you already work

Coaching institute owner

Enquiries, admissions and fee instalments live in WhatsApp threads.

Admissions and fee screens in your own words, with what each student still owes.

Spreadsheet user

A workbook that took years to build and only one person understands.

The same sheets as filterable registers, formulas kept, books underneath.

Trader or wholesaler

Stock and who-owes-what are always a day behind.

Stock that moves with every entry and receivables that update themselves.

Transport operator

Fuel and tolls are paid in cash and never reach a per-trip figure.

Profit per trip and per vehicle, fuel and tolls included.

Accountant

Every client sends a shoebox of documents in a different shape.

Upload in bulk, let the AI read them onto each client’s own screens, and post in batches.

Freelancer or household

Several income sources and one muddled spreadsheet.

Separate books per source, read together when you need the whole picture.

AI Chat

Ask your books in plain English

Answers come with the rows behind them, in your own labels.

  • “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”
Industries

One product, many trades

Education

Admissions rather than invoices, students on instalment plans.

Wholesale & distribution

Buying and selling by the case, buyers who pay later.

Logistics

Profit per trip and per vehicle, including cash-paid expenses.

Healthcare

Treatment prices that vary, payments that arrive in parts.

Professional services

Profit per client and per project.

Retail & e-commerce

Margin per item across a day of sales.

Describe your business. Get your books.

Start with 70K free tokens. Never expire. No credit card required.