BooleanBooks
Complete Feature Set

Everything you need to run your business

BooleanBooks provides a comprehensive invoicing and accounting solution with powerful features designed to help you get paid faster and grow your business.

Core Features

Powerful tools designed to streamline your invoicing and help you get paid faster

Professional Invoicing

Create beautiful, branded invoices in seconds with our intuitive editor and professional templates.

  • Intuitive invoice editor
  • Professional templates
  • Automatic invoice numbering
  • Line items with quantities and prices
  • Automatic calculations (subtotal, tax, total)
  • Invoice status management (Draft, Sent, Paid, Overdue, Cancelled)
  • PDF generation and download
  • Email sending with PDF attachments
  • Recurring invoices (all plans)
  • Progress invoicing (Business & Premium)
  • Retention payments (Business & Premium)
  • Quotes functionality
  • Sales receipts
  • Custom invoice templates

Client Management

Keep all your client data organized in one place with detailed profiles and history tracking.

  • Complete CRUD operations
  • Client details with contact information
  • Address management
  • Search and filter clients
  • View client history and associated invoices
  • Client relationship management
  • Payment history per client
  • Unlimited clients (all plans)

Payment Tracking

Monitor payments and send automated reminders to ensure you get paid on time, every time.

  • Record payments against invoices
  • Payment status management
  • Payment history and tracking
  • Payment details and notes
  • Payment method tracking
  • Automatic payment reminders
  • Streamlined payment workflows
  • Payment links for online payments
  • Multiple payment methods support
Business & Premium Plans

Inventory Management

Track your products and services with comprehensive inventory management tools.

  • Track inventory levels and stock
  • SKU management
  • Stock in hand and available quantity tracking
  • Price lists management
  • Inventory reports (Inventory Summary, Inventory Valuation Summary)
  • Never run out of products with stock monitoring
  • Import/Export inventory data

Vendor Management

Manage vendors and supplier information to streamline your purchasing process.

  • Manage vendors and supplier information
  • Vendor details and contact information
  • Track vendor relationships
  • Purchase orders (Business & Premium)
  • Vendor payment tracking
  • Vendor history and transactions

Expense Management

Track business expenses with comprehensive categorization and reporting capabilities.

  • Track business expenses
  • Expense categorization with expense accounts
  • Support for tax-inclusive and tax-exclusive expenses
  • Expense attachments and file uploads
  • Link expenses to vendors and clients
  • Recurring expenses (Business & Premium)
  • Expense account types (COGS, Advertising, Marketing, Legal, etc.)
  • Expense reports and analytics

Account Management

Manage your chart of accounts with multiple account types and transaction tracking.

  • Chart of accounts management
  • Multiple account types (Asset, Liability, Equity, Income, Expense)
  • Account details and transaction history
  • Link payments and expenses to accounts
  • Account balance tracking
  • Currency support per account
  • Account reconciliation

Comprehensive Reporting

Get real-time insights into your business performance with powerful analytics and reports.

  • Profit & Loss (P&L) Statement
  • Cash Flow Statement
  • Balance Sheet
  • Sales By Customer
  • Sales By Sales Person
  • Sales By Item
  • Invoice Summary
  • Inventory Summary & Valuation (Business & Premium)
  • Tax Summary
  • Activity Logs
  • Divisional reports with reporting tags (Business & Premium)
  • Custom reports (Business & Premium)
  • Cashflow forecasting (Business & Premium)
  • Budgets (Business & Premium)
  • Export reports in multiple formats

Team Management

Collaborate with your team through organization-based multi-tenant architecture.

  • Organization-based multi-tenant architecture
  • Invite and manage organization users
  • Role-based access control (ADMIN, STAFF, ACCOUNTANT, VIEWER)
  • Resend invitations to pending users
  • Remove users from organization
  • User role management
  • Secure data isolation per organization

Dashboard & Analytics

Get a comprehensive overview of your business with key metrics and quick actions.

  • Overview of recent invoices and payments
  • Quick access to create new invoices and clients
  • Summary of outstanding payments and revenue
  • Financial overview (Total Receivables, Total Payables)
  • Recent activity feed
  • Revenue tracking and trends
  • Monthly revenue summaries
  • Payment status charts
  • Interactive charts and graphs

Additional Features

More tools and capabilities to help you succeed

Multi-Currency Support

Work with clients worldwide with support for 150+ currencies and automatic conversion.

Smart Reminders

Automated payment reminders that help you get paid faster without lifting a finger.

Cloud Storage

All your data safely stored in the cloud with automatic backups and 99.9% uptime.

Bank-Level Security

256-bit encryption, secure authentication with Amazon Cognito, and role-based access control.

Lightning Fast

Optimized performance with real-time updates and instant invoice generation.

Data Export

Export your data in multiple formats for accounting and backup purposes.

Email Integration

Send invoices directly via email with PDF attachments automatically.

Recurring Invoices

Set up recurring invoices to automate your billing cycle (available in all plans).

Advanced Search

Powerful search and filter capabilities across invoices, clients, and payments.

Customizable Settings

Customize invoice templates, payment settings, and organization preferences.

Quotes & Estimates

Create professional quotes that can be easily converted to invoices.

Payment Scheduling

Schedule payments and set up automatic payment reminders.

Features by Plan

Choose the plan that's right for your business

FREE

$0
  • 1 User + 1 Accountant
  • 5 invoices per month
  • Manage customers
  • Quotes
  • Recurring invoices
  • Sales receipts
  • Manage vendors
  • Expenses
  • P&L, Balance Sheet & Reports
  • Email Support
Most Popular

PRO

$5/month
  • 5 Users
  • Unlimited invoices
  • Everything in Free plan
  • Priority Support

BUSINESS

$20/month
  • 10 Users
  • Everything in Pro plan
  • Progress invoicing
  • Retention payments
  • Purchase orders
  • Recurring expenses
  • Track inventory
  • Price lists
  • Inventory reports
  • Divisional reports
  • Custom reports
  • Cashflow forecasting
  • Budgets
  • Dedicated Support

PREMIUM

$40/month
  • 25 Users
  • Everything in Business plan
  • All advanced features
  • Dedicated Support
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BooleanBooks - Simple Invoicing for Small Businesses