“Whether you're tracking household spend or running a 50-person business, the questions are the same — where did the money go, how much do I owe, what does my P&L look like — and the painful part is the same: typing every invoice line by hand into Tally, Zoho, QuickBooks, or yet another spreadsheet. Books2BI reads the invoices for you and lets you ask questions in plain English. No accounting software to integrate with, no chart of accounts to set up, no learning curve.”
Books2BI
AccountingPersonal finance and small-business accounting — without the data entry.
Two modes in one product. Personal Finance for freelancers and households — income / expense / transfer tracking, monthly summary, category breakdown. Smart Accounting for small businesses — full double-entry vouchers, eight standard reports (Trial Balance, P&L, Balance Sheet, Ledger, Day Book, Outstanding, Aging Report, Stock Summary), parties / items / chart-of-accounts masters. Both modes share the same engine: drag-and-drop your invoices, receipts, bank statements, or wallet exports as PDF / Excel / CSV — Books2BI auto-extracts every field with AI vision, drafts the vouchers, and lets you ask plain-English questions or open the Finance workspace to track paid / pending / overdue. No third-party tool to connect, no migration project — you sign in, you upload, you ask.
Who uses Books2BI?
Real people with real problems this product solves.
Income from a dozen client invoices, expenses on a personal card, no time for real books — and the CA bill keeps growing every quarter
Upload invoices and receipts each month; Books2BI structures them, tracks paid vs pending, and produces a monthly summary you can hand to your CA
Bank statements, credit-card statements, UPI / wallet exports across three apps — no single picture of where the money actually went
One upload box for every statement. Ask "how much did I spend on groceries last month?" — get a cited answer in seconds
Tally or Zoho needs hours of manual entry every week; the reports your banker or investor wants don't exist as standard exports
Drop the supplier invoices in, get vouchers posted, view Trial Balance / P&L / Balance Sheet without setting up a single ledger by hand
Each client sends a folder of scanned bills; data entry into the client's books eats the chargeable hours
Bulk-upload the folder, review the extracted vouchers, post in one batch — months of backlogged data in an afternoon
Receivables aging and outstanding tracking live in three separate sheets; nothing reconciles with what the system says
Finance workspace shows every invoice with paid / pending / overdue status, monthly trend, category pie, aging buckets — filter by vendor or date, export to CSV
How to connect
Connection method: Upload your financial files — no third-party tool integration required
Sign in and pick your mode — Personal Finance or Smart Accounting (you can switch any time from Settings)
Drag and drop your financial files — invoices, receipts, bank statements, wallet / UPI exports — as PDF, Excel, or CSV. No Tally / Zoho / QuickBooks connection needed
Books2BI auto-extracts every field (vendor, amount, date, line items, tax) and drafts the entries in My Documents for your review
Approve the drafts to post them to your books. From there: ask plain-English questions in AI Chat, open the Finance workspace to track paid / pending / overdue, or pull any of the eight built-in reports
What it replaces
Every feature exists because something was broken before.
AI document extraction
Manually reading and retyping invoice / receipt / bank-statement / wallet data into a sheet or accounting tool
Claude Haiku Vision reads each uploaded PDF / Excel / CSV, extracts vendor, amounts, dates, line items, tax and currency, then drafts a voucher you approve in one click
Two modes — Personal and Business
Personal-finance apps don't do real accounting; accounting apps are overkill for tracking household spend
One product, two flows. Personal mode: Income / Expense / Transfer + Monthly Summary + Category Breakdown. Business mode: full double-entry, vouchers, parties / items / chart of accounts, eight standard reports
AI Chat across your books
Custom financial questions require building a report or asking the accountant; "how much did I spend on X last month?" takes 10 minutes today
Ask in plain English. Books2BI runs the SQL on your vouchers and ledgers and answers with cited rows so you can verify the source
Finance workspace
No view that combines invoices with their payment status; chasing overdue customers means cross-referencing two sheets
Every invoice and receipt with paid / pending / overdue tracking. Monthly trend chart, category pie, aging buckets (0-30 / 31-60 / 61-90 / 90+ days), vendor breakdown, CSV export
Eight standard reports (Business mode)
Trial Balance / P&L / Balance Sheet need setup or report templates in most accounting tools
Pre-wired the moment you sign in: Trial Balance, P&L, Balance Sheet, Ledger, Day Book, Outstanding, Aging Report, Stock Summary. Filter by date, party, or account
Excel import + templates
Bringing legacy data from Tally / Zoho / Excel means re-keying or hiring help
Download the Books2BI Excel template, paste your rows, upload back. Vouchers, parties, items, and accounts all land in one shot
Masters (parties, items, chart of accounts)
Setting up a chart of accounts and item masters from scratch is the slow start every accounting tool forces on you
Seed with one click for common Indian SMB structures, edit as needed. Parties auto-fill when you post vouchers from extracted invoices
Audit log + invoice branding
Audit prep means reconstructing who changed what; invoice PDFs need to look professional
Every voucher edit is logged. Invoice Settings let you upload your logo and set the format, then generate client-ready PDFs from posted invoices
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 per-client billing make "which engagement is profitable" a constant question. Standard accounting reports answer it in days, not seconds.
They ask
“Show me P&L per client for the last 6 months.”
Retail & E-commerce
Daily POS receipts and supplier invoices stack up. Knowing which products actually make money requires manual SKU-level reconciliation across files.
They ask
“Which product categories have the highest gross margin this quarter?”
Manufacturing
Job costing and material cost variance need plain-English access without navigating complex cost-accounting modules.
They ask
“Cost variance for each production job this month?”
Non-Profit / NGO
Fund accounting across grants, donors, and programs. Board reporting needs custom views standard accounting reports don't produce.
They ask
“Show me expenses by program grant for the current fiscal year.”
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