10 docs tagged with "guides"

Welcome to the BookiAI guide series. This first entry introduces the product so users understand what BookiAI offers today and what’s coming next.

Keep books in a home currency while posting and reporting in many currencies.

For first-time BookiAI users: how to create an account, log in, verify email, manage passwords, understand free quotas, when to upgrade/expand, and how to downgrade/cancel.

Walkthrough for new users to create their first ledger, import accounts, and get ready for transactions.

This page explains what you see on the Ledger Overview screen, why each section exists, and where to add UI screenshots.

See how to review journal entries, find the right lines with filters, and post new entries with the required support.

Let AI read your documents, pick accounts, and draft balanced entries. This section shows the flow and where screenshots belong.

Review, adjust, and expand your accounts in one place. Use the AI toolbar when you need new codes fast.

Track every entry for a chosen account, filter quickly, and open attachments without leaving the page.

The system ledger is your billing home: see membership charges, add-ons, and invoices in one place.