| What it does | Download invoices from 500+ portals and email automatically, ready for accounting software
| Month-end close software for CA firms in India
|
|---|
| Stage | Not given
| Startup
|
|---|
| Founded | Not given
| 2024
|
|---|
| Based in | GB
| IN
|
|---|
| Pricing model | Not given
| Free trial
|
|---|
| Pricing | Basic: $19/month billed annually (600 documents/year, 1 team member); Business: $49/month billed annually (6,000 documents/year, up to 5 team members); Enterprise: $99/month billed annually (unlimited documents, unlimited team members). All plans include 14-day free trial.
| Three monthly plans priced per active client: Essential ₹1,999/month (10 clients included, then ₹149 each), Firm ₹4,499/month (30 clients included, then ₹119 each), Scale ₹9,999/month (75 clients included, then ₹99 each). Annual billing includes 2 months free. All prices exclude 18% GST. Extra Whats
|
|---|
| Key features | - Automatically downloads invoices from 500+ websites
- Connects to Gmail, Outlook, and IMAP email clients
- OCR and AI data extraction
- Receipt scanning via WhatsApp
- End-to-end encryption for synced data
- Credentials stored locally on device
- Export to Xero, QuickBooks, Google Drive, DATEV, and sevDesk
- Accountant access and team collaboration
- Document limits per plan
- Human support included in all plans
| - Extract: reads bank statements, Tally exports, and GST/TDS registers into structured lines
- Recon: matches bank to books in 5 passes (exact, same-day, close, firm rules, splits) with exception queues
- Narrate: drafts source-traceable monthly MIS with every figure linked to source transactions
- Chaser: sends automated document follow-ups via email and WhatsApp on schedule
- Full audit trail: logs all decisions, corrections, and sign-offs with who made them and when
- Unlimited users: entire firm can access, never priced per seat
- Integration with Tally and Zoho Books without migration
- Role-based access for partners, managers, and juniors
- Processing speed under 1 second from file to reconciled numbers
|
|---|
| What makes it different | - Runs on your machine with data collected locally
- Supports 500+ supplier portals without repeated logins
- Credentials stored locally, never sent to Booksmate servers
- Combines invoice portals, email, and receipt scanning in one platform
- Automatic invoice data categorization with AI
| - Exception-first design surfaces only genuine mismatches that need human judgment
- 100% source-traceable MIS figures linked to bank and book lines behind them
- Cost per client decreases with scale; ₹133 per client per month on Scale plan
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 30 ● no change since last check | 1 ● no change since last check |
|---|
| Trust Flow (Majestic) | 21 | 7 |
|---|
| Citation Flow (Majestic) | 44 | 15 |
|---|
| Referring domains (Majestic) | 508 | 4 |
|---|
Booksmate
FynHelp