A complete finance office,
in one quiet app
A real double-entry ledger underneath, effortless workflows on top. Here's everything OneBooks takes off your plate.
From quote to cash,
without friction
- ✓Invoices — branded, tax-correct, sent as PDF or email. Line and invoice-level discounts, due dates and prices precise to 4 decimals.
- ✓Quotes — send estimates and convert accepted ones to invoices in one click, discount preserved.
- ✓Payments — record full or partial payments and split one payment across several invoices automatically.
- ✓Credit notes — sales returns that post the right reversal entries for you.
- ✓Customers & receivables — customer records with live receivables aging across every period.
INV-0042 · Almara Trading
SentPartial payments tracked against every invoice.
Expenses · June
By categoryEvery expense categorized and posted to the ledger.
Spend tracked
to the last fils
- ✓Purchase bills — record supplier bills with item-level detail, discounts, taxes and due dates.
- ✓Expenses — capture and categorize day-to-day spending against the right accounts.
- ✓Supplier payments — settle bills in full or part and keep payables aging honest.
- ✓Debit notes — purchase returns that post the right reversal entries automatically.
- ✓Suppliers & payables — who you owe, when it's due, at a glance.
A real ledger,
not a spreadsheet
- ✓Double-entry journal — every entry balanced and auditable, with manual journals when you need them.
- ✓Chart of accounts & contra — sensible defaults you can extend; move money between cash and bank cleanly.
- ✓Reports — profit & loss, balance sheet, cash flow, trial balance, tax report and tax summary — all exportable to Excel.
- ✓Fiscal years — opening balances, configurable year start, clean year-end close to retained earnings, and period locking.
- ✓Dashboard — revenue, receivables and payables KPIs the moment you log in.
Balance sheet
As of todayBank reconciliation
42 / 45 matchedImport a statement, match in minutes, never miss an entry.
Reconcile in minutes,
not weekends
- ✓Statement import — upload a CSV or Excel statement; OneBooks detects the columns automatically.
- ✓Smart matching — date and amount suggestions for every line, or create the entry on the spot.
- ✓Lock when done — reconcile a statement to close it off, and unreconcile if you need to revisit.
- ✓Payment methods — cash, bank transfer and card, each mapped to the right account.
GST/HST invoicing
at your province's rate
Choose your province at signup and OneBooks sets the combined GST/HST, GST + PST or GST + QST rate for you. Books in Canadian dollars, input tax credits tracked, and the figures for your GST/HST return in one report.
- ✓GST/HST by province — HST, GST + PST or GST + QST set at signup
- ✓Input tax credits tracked on every purchase
- ✓Canadian dollar (CAD) — books and pricing in your currency
- ✓Reverse charge for imported services you self-assess
GST/HST return · Q2
Onboarding wizard and Phase-2 clearance built in. No plugins, no consultants.
Workspace mode
Switch anytimeOne ledger, two ways to work — nothing to migrate.
Simple for owners,
powerful for accountants
- ✓Two modes — a clean Simple view for day-to-day owners, and a full Accountant view with the general ledger, journals and contra entries.
- ✓Owner, admin and user roles — everyone works on the same live numbers with the right level of access.
- ✓POS sales, auto-booked — connect LithosPOS over OAuth and daily sessions, sales and tenders post to your books automatically.
- ✓Open API — OneBooks is an OAuth 2.0 provider, so partner apps can plug straight in.
Ask your books. Photograph your receipts.
- ✓ Every report, one question away — profit, cash, aging and GST/HST answered in chat from your live ledger.
- ✓ Receipt photos become purchases — snap, review, confirm, posted.
- ✓ You approve every entry — the AI proposes; nothing posts without your confirm.
- ✓ Bring your own AI — connect Claude or ChatGPT through the OneBooks MCP server.
An accounting system for AI agents: your books are readable by Claude, ChatGPT and any MCP agent — and writable only with your confirmation. No delete capability exists for AI, by design.
OneBooks Assistant
200 credits weeklyHow much GST/HST do I owe this quarter?
Your net GST/HST position is CA$4,870. Want the full tax report?
The details, handled
Items & catalog
Goods and services with units, default sale and cost prices, tax rates and HSN/SAC codes. Turn on stock tracking with reorder levels when you need it.
Import & export
Bring customers, suppliers, items and opening balances in from Excel or CSV — with row-by-row validation — and export your data whenever you want.
Attachments
Pin receipts, contracts and supporting files to invoices, bills, payments, journal entries and more. Up to 10 per record.
Print designer
Classic, Modern, Minimal and Thermal templates with your logo, for invoices, quotes, credit and debit notes, and receipts.
Audit trail
Every create, edit, payment and mode switch is logged with who did it and when — a clean activity history for your records.
Multi-currency
Run your books in your country's currency with the correct decimal precision — two, three or zero places — for every market.
See every feature, free for 7 days
Full access, no credit card. Start on the Free plan or trial any paid plan for 7 days.