A dashboard you will actually read
Outstanding and overdue invoices, cash in the bank, and profit and loss for the last twelve months, the moment you sign in.
- Money owed to you and by you
- Cash position
- Income and expenses chart
BooksBatbooksbat.com
Invoices and books, without the dread
Send invoices and quotes customers can pay and accept online, track expenses and bills, reconcile your bank and read clear reports. Real double entry bookkeeping under a simple screen.
Try everything free for 3 days, no card needed.
A real screenshot of BooksBat with sample data
7payment providers you can connect
8invoice designs
Multicurrency, any ISO 4217 code
5 freeinvoices a month
Online invoicing and accounting
Invoices, payments and books, in one place
Scroll through the real app. Every screen below is a screenshot of BooksBat with sample data.
An invoice editor with a live preview
Pick a customer, add lines and see the finished invoice update beside the form. Set payment terms, currency and a PO number.
- 8 invoice designs
- Any currency
- Pay online button for your customer
Track every invoice
Draft, sent, viewed, partially paid, paid, overdue or void: filter by status and see exactly what is owed.
- Automatic reminders
- Recurring invoices
- Record payments in one click
Expenses and bills
Record expenses, bills and checks against the right category, attach receipts and see what is open, overdue or paid.
- AI receipt scanning
- Vendors and purchase orders
- Billable expenses with markup
Real accounting reports
Profit and loss, balance sheet and cash flow come from a real double entry ledger. Export to PDF, Excel or CSV, or schedule them by email.
- Cash or accrual
- Compare periods
- Scheduled email reports
Quotes customers accept online
Send a quote with a link. Your customer accepts or declines online and you see the status change.
- Accepted, declined and expired
- Turn a quote into an invoice
- Your branding on every quote
Try it
Try the invoice math
Change the lines, quantities, prices or tax and watch the totals update, the way the BooksBat editor previews your invoice.
Maple & Finch DesignSample invoice
INVOICE
| Description | Qty | Price | Amount |
|---|
Subtotal
Tax
Amount due
Pay online
What BooksBat does
Invoices and accounting, properly
Invoices and quotes
Invoices, quotes customers accept online, credit notes, statements, recurring invoices and automatic reminders.
Get paid online
Connect your own Stripe, PayPal, Square, Razorpay, Mollie, GoCardless or Lemon Squeezy account. Fees post to the books for you.
Expenses and bills
Expenses, bills, vendors and purchase orders, with AI receipt scanning and billable expenses with markup.
Bank reconciliation
Import CSV, OFX, QFX or QBO statements, match transactions with rules and reconcile each account.
Clear reports
Profit and loss, balance sheet, cash flow, aging, sales tax and more, exported to PDF, Excel or CSV.
Real books underneath
Every invoice, payment and expense posts to a general ledger with a chart of accounts you control.
Everything inside
The full BooksBat feature list
Sales
- Invoices with statuses from draft to paid, overdue and void
- Quotes and estimates customers accept online
- Recurring invoices from weekly to yearly, with reminders
- Sales receipts, credit notes, refunds and customer statements
- AI invoice drafting from a pasted email or job notes
Spending
- Expenses, checks, bills, vendors and purchase orders
- Receipt scanning with AI and mileage tracking
- Recurring bills and vendor credits
- Billable expenses passed on to customers with markup
Accounting
- Chart of accounts, journal entries and opening balances
- Bank statement import, rules, matching and reconciliation
- Sales tax with combined and compound rates and a liability report
- Inventory with quantity on hand, cost of goods sold and reorder points
- Closing date protection and a full audit log
Reports and team
- P&L, balance sheet, cash flow, trial balance and general ledger
- Receivables and payables aging, sales by customer and product
- Scheduled email reports, PDF, Excel and CSV export
- Roles for admins, accountants, read only and time tracking only users
How it works
Three steps in BooksBat
- 1
Set up your business
Add your logo and details, pick an invoice design and connect a payment provider.
- 2
Invoice and record
Send invoices and quotes, record expenses and bills, import your bank statements.
- 3
Reconcile and report
Match transactions, reconcile, and read your profit and loss whenever you like.
Better together
BooksBat and the rest of the family
The same OfficeBats account signs you in to every Bats app, so work flows from one to the next without another password or another bill.
FormsBatTake an order or a deposit through a FormsBat form, then invoice the rest in BooksBat.
PDFbatSend a contract for signature in PDFbat before the first invoice goes out.
DocsBatWrite the proposal in DocsBat and attach the matching BooksBat quote.
Buildan.appAdd a BooksBat invoice or payment button to your Buildan.app website.
Plans
BooksBat on Free, Pro and Business
One OfficeBats plan covers BooksBat and the six other apps. Pick Free, Pro or Business once.
| BooksBat | Free | Pro | Business |
|---|---|---|---|
| Price, covers all seven apps | $0 | $10.99 a month | $19 a month |
| Invoices and quotes | 5 each a month | Unlimited | Unlimited |
| Customers | 5 | Unlimited | Unlimited |
| Users | 1 | 3 | 25 |
| Companies | 1 | 3 | 10 |
| Online payments | Stripe | Stripe, PayPal and 5 more | Stripe, PayPal and 5 more |
| Bank statement import and reconciliation | Included | Included | Included |
| Recurring invoices and reminders | Not included | Included | Included |
| Custom report builder | Not included | Included | Included |
| Invoice emails a day | 50 | 1,000 | 3,000 |
| Fixed assets, revenue recognition, cash forecasting, store sync | Not included | Not included | Included |
| Shared AI credits each month | 300 | 5,000 | 20,000 |
Invoicing software with real accounting behind it
BooksBat starts where most small businesses start: sending an invoice. Pick one of eight designs, add your logo, and send an invoice your customer can pay online through the payment provider you already use. Quotes can be accepted online and turned into invoices in one step.
Underneath, every invoice, payment, expense and bill posts to a double entry general ledger. That means your profit and loss, balance sheet and cash flow reports are real accounting reports, not a running total, and your accountant can work with them.
Need a one off invoice right now? The free invoice generator on BooksBat makes a PDF invoice without an account. When you want the invoices tracked and paid online, move to the full app.
Expense tracking that keeps up
Snap a receipt and let AI read it, import bank statements, set rules for the transactions that repeat, and reconcile each account at the end of the month. BooksBat is part of OfficeBats, so one account and one plan cover it and every other Bats app.
Guides
Learn more about BooksBat
Small business paperwork, from quote to payment
A practical small business workflow: intake form, proposal, signed contract, quote, invoice and payment, plus a website with a booking form.
How to give your accountant access to your books (safely)
Share your accounting with your accountant or bookkeeper without sharing a password. Roles, review only access, comments, audit log and closing the books.
How to read a profit and loss statement (small business guide)
A plain English guide to the profit and loss statement: income, cost of goods sold, gross profit, expenses and net income, with a real example.
- How to set up recurring invoices for retainer clients
- Bank reconciliation for small businesses, explained simply
- How to convert a quote into an invoice (without retyping it)
- Get paid faster: online payments, reminders and clear terms
- How to track expenses as a freelancer without hating it
- How to create a professional invoice (with a checklist)
BooksBat questions
Is BooksBat free?
Yes. The free plan includes the ledger, invoices, expenses, bills, core reports, bank import and reconciliation, with 5 invoices and 5 quotes a month for up to 5 customers.
Which payment providers can I use?
Stripe on every plan. Pro and Business add PayPal, Square, Razorpay, Mollie, GoCardless and Lemon Squeezy. Each one connects to your own account and BooksBat adds no fee by default.
Does BooksBat connect to my bank automatically?
BooksBat imports bank statements in CSV, OFX, QFX and QBO formats, then matches and reconciles them. There is no live bank feed today.
Does BooksBat file my taxes or run payroll?
No. BooksBat tracks sales tax and keeps payroll records, but it does not file tax returns or calculate payroll taxes.
Can my accountant get access?
Yes. Invite them with the accountant role. Pro includes 3 users and Business 25.
Open BooksBat with your OfficeBats account
Create a free account once and use it for BooksBat and every other Bats app.