“Your accounting software generates a trial balance, a P&L, and a balance sheet. But the question your investor just asked — "what's the EBITDA trend for the last 8 quarters excluding one-time expenses?" — doesn't match any standard report. So now you're exporting to Excel. Again.”
Books2BI
LiveAccountingAsk your accounting software questions in plain English.
Books2BI does two things in one product: (1) extracts data from invoices, receipts, bank statements, and credit-card exports using AI vision so you skip manual data entry, and (2) connects to your accounting software (or your uploaded books) so you can ask financial questions in plain English. Trial balance, P&L, balance sheets, vendor intelligence, ratio analysis, aging reports — without building custom reports or learning query languages.
Who uses Books2BI?
Real people with real problems this product solves.
Every client has different questions — building custom reports for each takes hours
Type the client's exact question, get the answer with proper accounting format
Investor questions require custom analysis that the accounting software can't produce
Ask investor-grade questions and get formatted financial analysis instantly
Reconciliation requires cross-referencing multiple reports manually
Ask reconciliation questions — the system joins data from multiple ledgers automatically
Has no accounting knowledge but needs to understand the financial health of the business
Plain English answers — "Am I making money?" gives a clear yes/no with supporting data
How to connect
Connection method: API integration with Zoho Books or data file upload
Connect your Zoho Books account via OAuth or upload your accounting data export
Books2BI syncs your chart of accounts, journals, invoices, and transactions
Start asking financial questions in plain English
Schedule recurring reports — weekly P&L, monthly cash flow, quarterly ratios
What it replaces
Every feature exists because something was broken before.
AI document extraction
Manually reading and retyping invoice / receipt / bank-statement data into spreadsheets
Vision-enabled AI reads each uploaded document, extracts every field — amounts, dates, vendor names, line items, tax — and structures the data into your books automatically
Vendor intelligence
No way to see spend per vendor or track price changes over time
Auto-builds vendor profiles with total spend, payment terms, price trends, frequency analytics, and duplicate-invoice detection
Natural language financial queries
Getting a custom financial report requires a developer or accountant
Ask any accounting question in English — Books2BI translates it to the correct financial calculation
Ratio analysis
Calculating financial ratios manually is tedious and error-prone
Current ratio, quick ratio, debt-to-equity, ROE, ROA — computed automatically from your data
Aging analysis
Receivables aging report requires manual date bucketing in a spreadsheet
Instant receivables and payables aging — 30/60/90/120+ day buckets with customer/vendor drill-down
Budget vs actuals
Comparing budget to actual spend requires manual side-by-side analysis
Upload your budget, ask "where are we over budget?" — variance analysis with explanations
Bank reconciliation
Matching bank-statement entries to invoices is manual and error-prone
Auto-matches payment amounts and dates to invoices — flags unmatched transactions for review
Cash flow forecasting
Cash position projection requires spreadsheet models that break every month
AI analyzes historical patterns and outstanding receivables/payables to forecast cash position
Questions you can ask right now
Type any of these into Books2BI and get an instant answer.
Industries using Books2BI
Same product, different industries. Here's how teams across sectors use Books2BI to solve their specific data pains.
Professional Services
Project-based revenue and time-based billing make P&L per client crucial. Standard accounting reports don't answer "which engagements are profitable."
They ask
“Show me P&L per client for the last 6 months.”
Retail & E-commerce
Accounts payable to dozens of suppliers, inventory costs, shipping — all need to tie to SKU profitability. Standard reports can't answer "which products make money."
They ask
“Which product categories have the highest gross margin this quarter?”
Manufacturing
Job costing, work-in-progress tracking, material cost variance — all need plain English access without navigating complex cost accounting modules.
They ask
“Actual vs budgeted cost for each production job this month?”
Non-Profit / NGO
Fund accounting across grants, donors, and programs. Reporting to board and donors requires custom views not available as standard reports.
They ask
“Show me expenses by program grant for the current fiscal year.”
Healthcare
Revenue per provider, insurance receivables aging, supply cost per procedure. Practice management data doesn't connect cleanly to financials.
They ask
“Revenue per provider for the last 3 months, net of insurance write-offs?”
SaaS & Tech
ARR, MRR, and unit economics — investors ask these constantly. Accounting software shows GAAP numbers but not SaaS-specific KPIs.
They ask
“Current MRR growth rate and churn rate compared to last quarter?”
Start using Books2BI today
200,000 free tokens · 14-day trial · no credit card required.