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Setting up your books, invoices and reports.

All helpOpen Books
Getting started
  1. 1Create a free account at Books sign-up. There's no card and no trial.
  2. 2Set up your business and choose its currency.
  3. 3Check the chart of accounts it starts you with.
  4. 4Add your customers and send a first invoice.
  5. 5Record payments, then look at your reports.
How it works

Why entries can't be edited

Posted entries are permanent, which keeps your history honest. To correct one, you reverse it, and a linked reversal sits next to the original.

The AI desk

Each business has 60 AI runs a month. Rule-based results don't count. Reading a picture of a bill needs AI.

Inviting people

Add your team in Settings → Team. Their role decides what they can do.

The dashboard, invoices, and a profit and loss report, from a sample bakery's books. Recorded from the real product on 9 November 2026, using sample data so no customer's details are shown.
Troubleshooting

When something goes wrong.

Not listed here? Tell us what happened.

Debits must equal credits. Books refuses anything that doesn't balance.