Everything OneBooks does,
and why it matters.
Every module explained the way it helps your business — from the first invoice to AI agents working your books. Ten minutes here beats an hour of demos.
Get paid faster, look professional doing it.
The whole revenue path — quote, invoice, payment, statement — in one flow that keeps your receivables honest.
- ✓ Quotes that become invoices in one click, so a yes turns into money without retyping.
- ✓ Professional invoices with your branding, shareable as PDF, email or link — customers pay what they can read.
- ✓ Partial payments and allocations — settle several invoices with one receipt and the balances stay exact.
- ✓ Credit notes and returns that reverse the right revenue and tax automatically, with a paper trail.
- ✓ Customer statements and aging so you always know who owes what, and for how long.
- ✓ Write-offs done right — bad debt is booked as an expense, not quietly erased.
Know where every unit of money goes.
Bills, petty cash and supplier credit — captured in seconds, categorized correctly, and visible before they hurt.
- ✓ Supplier bills with line-level control — route any line to the right account, so reports mean something.
- ✓ Fast expense capture for cash and bank spending, with your own expense categories.
- ✓ Supplier balances and payment tracking — see what's due this week before it's overdue.
- ✓ Purchase returns that unwind cost and tax cleanly when goods go back.
- ✓ Receipt photos via the AI assistant — snap, review, confirm, posted.
Price it once, use it everywhere.
A shared catalog keeps invoices fast and consistent — no more re-typed descriptions or forgotten prices.
- ✓ Sales and purchase prices per item, with default tax rates that follow the item onto documents.
- ✓ Services and goods alike — bill hours or boxes with the same speed.
- ✓ Bulk import your existing catalog from a spreadsheet in minutes.
- ✓ Per-item accounts so revenue and cost land exactly where your accountant expects.
Your bank and your books, telling one story.
Import statements, match them against your records, and know that what's in the books is what's in the bank.
- ✓ Statement import from CSV/Excel — no bank feeds to break.
- ✓ Smart matching suggests the right invoice, bill or expense for each line.
- ✓ Cash and bank accounts tracked separately, with transfers between them in two clicks.
- ✓ A clean audit trail — every match is recorded, every difference explained.
Real double-entry, whether you look at it or not.
Under the friendly surface is a full ledger your accountant will trust — visible in Accountant Mode, invisible in Simple Mode, identical either way.
- ✓ Every document posts balanced journal entries — automatically, immutably, immediately.
- ✓ A real chart of accounts you can extend, with system accounts protected from accidents.
- ✓ Corrections by reversal, never deletion — history stays intact, auditors stay happy.
- ✓ Fiscal year close and reopen with proper retained-earnings handling.
- ✓ Manual journal entries for the accountants who want them — with the same balance guarantees.
Answers, not exports.
Live financial statements computed straight from the ledger — no refresh button, no stale cache, no surprises at year end.
- ✓ Profit & loss, balance sheet, cash flow — always current, always consistent with each other.
- ✓ Trial balance and general ledger for the detail people, drillable to the entry.
- ✓ Receivables and payables aging so collection calls happen before cash gets tight.
- ✓ A dashboard that reads like a briefing — money in, money owed, what needs attention today.
- ✓ Export everything to Excel, CSV or PDF — or just ask the AI assistant for the number.
Compliant by default, not by afterthought.
Tax is calculated where it happens — on the document — and reported the way your authority expects. GST-ready invoices with HSN/SAC and place of supply, GSTR-1 and GSTR-3B exported as JSON or Excel, and books in rupees.
- ✓ Your local tax (GST 18%) applied per line, inclusive or exclusive, with reverse charge where it applies.
- ✓ India: GSTR-1 and GSTR-3B prepared from your actual invoices, with readiness checks before filing.
- ✓ Saudi Arabia: ZATCA Phase-2 e-invoicing built in — signed XML, QR codes and clearance, sandbox-verified.
- ✓ Tax reports on demand — output vs input tax, net position, per-rate breakdowns.
- ✓ Books in INR with the right decimal precision for your market.
Your point of sale, already accounted for.
Sales flow in from the till so your books are done when the shift is.
- ✓ LithosPOS, deeply integrated — sales, payments and returns become real accounting documents automatically.
- ✓ Shopify, Square, Clover, Lightspeed and Loyverse daily sync — one clean summary entry per day.
- ✓ Tender-aware — cash, card and split payments land on the right accounts.
- ✓ Idempotent by design — replays and retries can't double-post your revenue.
Ask your books. Photograph your receipts.
A built-in assistant that answers from the live ledger and prepares documents you confirm — accounting help that never invents a number.
- ✓ Plain-language reports — profit, cash, aging and GST 18% answered in chat, with downloadable cards.
- ✓ Receipt photos become purchases after your explicit confirm.
- ✓ Drafts invoices, expenses and payments — proposals only, never silent posts.
- ✓ 200 credits weekly included, renewing on your signup day.
- ✓ English and Arabic, matching your interface.
Open to your agents. Open to your builders.
The same books, reachable by the AI tools you already use and the software you build.
- ✓ MCP server for Claude, ChatGPT and any agent — paste one URL, sign in with OAuth, done.
- ✓ Human-confirmed writes and zero destructive tools — safety is structural, not a promise.
- ✓ OAuth 2.0 API for partners with scoped access and a developer portal.
- ✓ Rate limits and weekly caps that keep automation predictable and billable.
The unglamorous things, done properly.
Multi-user, multi-language, importable, exportable, printable, auditable — the foundations that make everything else dependable.
- ✓ Team roles — owner, admin, member and read-only viewer, enforced everywhere including AI.
- ✓ Simple Mode and Accountant Mode per user — same books, two vocabularies.
- ✓ English, Arabic and full RTL across the entire product.
- ✓ Import your history — customers, items, opening balances, even prior-system vouchers.
- ✓ Print designer for invoices and documents that carry your brand.
- ✓ Attachments and audit trail — the evidence lives next to the entry.
Now try it on your numbers.
Every feature above is in the free trial. Bring one month of real activity and see the difference.