Plus
Live bank feeds and AI for your business.
$10 / month$100 / year $10 a month, or $100 a year.
- Live bank accounts
- 3 included
- AI categorisations
- 300 a month
And everything on Free.
Your business. In good order.
Know where your business stands. Every day.
Invoices, bills, bank activity and reports in one set of books, shared with your accountant. When money comes in, you see exactly what changed.
Free. No card needed. Or look around first: see it in action, or watch 35 narrated guides.
One payment, start to finishSample company · synthetic figures
Cedar & CoastYour workspaceOctober · USD
Where you stand
Cash in the books$19,700.00+$1,240.00 received
This invoice · amount due$0.00Paid in full
For your reviewPayment recorded
Lighthouse OfficesCustomer payment · operating account
+$1,240.00
Invoice INV-1042Lighthouse Offices · $1,240.00Paid
Recorded: cash up, invoice paid, revenue unchanged.
04 / 04
Now the books tell the story.
Cash rises. The invoice is paid. Revenue stays the same: this sale was already recorded.
Interactive illustration. No bank account is connected and no real money moves.
Your bank. Your permission.
The money stays at your bank.
The clarity comes here.
Bring bank and card transactions into Qetaab through Plaid. Review what arrives, match what is already in your books, and decide what to record.
How bank connections work-
Your bank
The accounts you choose to connect. Illustrative bank examples: Chase, Bank of America, Wells Fargo and American Express. Availability depends on your institution and account; check in Plaid when connecting.
Illustrative banks. Availability varies by institution and account.
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Plaid
Read-only bank connection through PlaidThis connection reads transactions. It cannot move money.
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Qetaab™Transactions for review
- Lighthouse OfficesOperating account+$1,240.00To review
- Paper & Post SuppliesBusiness card−$86.20To review
- Coastline PlumbingOperating account−$1,200.00Already in your books
Sample transactions
- You choose the accounts
Each account you connect is mapped to its own account in the books.
- You decide what is recorded
Transactions land in review: matched where your books already have them, categorised by you or by a rule you previewed.
- You can disconnect at any time
What was already reviewed stays in the books.
- Choose which accounts to connect.
- Review transactions and control your rules.
- Disconnect without removing posted entries.
Live bank feeds are on the paid plans. On Free, upload a bank statement instead. For an Excel or other spreadsheet, save it as CSV first.
US bank connections. Statement-file import is also available. Bank names and marks belong to their respective owners; no bank endorsement is implied.
See it working
Pick a job. See the real screen.
Real screens from sample companies. Nothing here is a customer’s books.
- Get paidInvoices and what is still owed
- Manage stockWhat is on the shelf and what it is worth
- Understand your numbersReports that open to their entries
- Work with your accountantDrafts and questions waiting for a person
Send the invoice. See what is still owed.
Every invoice shows what was billed, what has arrived and the balance still due.
- Your design and logo on the invoice
- Sales tax and part payments
- Open, overdue and paid in one list
Real screen · sample company Northgate Web Services LLC · synthetic figures One overdue, three open including one part-paid, and one paid. 
Real screen · sample company Northgate Web Services LLC · synthetic figures A part-paid invoice: what has been paid and what is still due. Know what is on the shelf, and what it is worth.
Stock, its value and the things needing attention on one screen, checked against the ledger.
- Orders, receiving, pick, pack and dispatch
- Lots, counts and more than one site
- Valued first in, first out
Real screen · sample company Harbour Coffee Supply · synthetic figures Stock value, one product running low, and a badge saying stock agrees with the ledger. 
Real screen · sample company Harbour Coffee Supply · synthetic figures Each product with quantity on hand, available, unit cost and value. Read the report. Open any figure.
Choose a line on the profit and loss and the ledger opens on the entries behind it.
- Profit and loss, balance sheet, cash flow and trial balance
- Export to PDF, Excel or CSV
- The entries add up to the figure you chose
Real screen · sample company Northgate Web Services LLC · synthetic figures Revenue, cost of revenue and gross profit, each line as a share of income. 
Real screen · sample company Northgate Web Services LLC · synthetic figures Service Revenue on the profit and loss, opened to the entries behind it. Bring questions and drafts to your accountant.
These are the review screens: a draft waiting for a decision, and entries flagged for a second look.
- A draft shows why it was prepared
- Approve, change or decline it
- Flag an entry with a question
Real screen · sample company Northgate Web Services LLC · synthetic figures A draft prepared from a receipt, waiting for a person to approve, change or decline. 
Real screen · sample company Northgate Web Services LLC · synthetic figures An entry flagged by a person with a question, then entries the books raise for a second look.
Prefer to watch? 35 narrated guides walk through the same screens, with captions and transcripts.
Inventory
One order, from shelf to invoice.
Picking and packing post nothing. Dispatch creates the invoice, and the stock and its cost leave once.
Illustration · sample figures, synthetic product and companies
Sales order · Quayside Café70 × House blend beans, 1 kg bag · SKU HB-1KG · 16.00 a bag
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Set aside
Quayside Café orders 70 bags. They are set aside: still on the shelf, but no longer free to promise.
On hand 120Set aside 70Available 50
In your books Nothing posts
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Pick
The pick list suggests the lot that expires first. Picking moves bags, not money.
On hand 120Set aside 70Available 50
In your books Nothing posts
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Pack
The order is packed and waits to leave. Nothing has reached the books yet.
On hand 120Set aside 70Available 50
In your books Nothing posts
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Dispatch
Dispatch creates the customer invoice, and the stock and its cost leave once.
On hand 50Set aside 0Available 50
In your books Customer invoice 1,120.00 · Cost of sales 630.00
Now Dispatch
Dispatch creates the customer invoice, and the stock and its cost leave once.
- On hand
- 50
- Set aside
- 0
- Available
- 50
- Stock value at cost
- 450.00
In your books Customer invoice 1,120.00 · Cost of sales 630.00
The same steps on real screens. A different sample order, SO-0003 at Harbour Coffee Supply, so the figures differ from the illustration above.
You and your accountant
One set of books. Two seats.
There is one record, and it belongs to the business. Each person works in it with their own role.
Illustration of how access works, not a product screen
Owner
The business owner
- Invites people in the role you choose: owner, admin, bookkeeper or viewer.
- Gives your accountant’s practice access on every plan, Free included, and can remove it at any time.
- Keeps the record: when access ends, the books stay with you.
The books
- Review before it postsA suggested entry arrives as a draft, showing why it was prepared. Nothing reaches the books until a person decides.How approvals work
- Correct without erasingPosted entries are never edited or deleted. Reverse a mistake and both the original and the correction stay on the record.Correcting a mistake
- Trace any figureChoose an account on a report and the ledger opens on the entries behind it.Tracing a report figure
Bookkeeper or admin
The accountant or bookkeeper
- Joins when the client invites the practice: as a bookkeeper, or as an admin to manage the team.
- Or opens new books for a client, who is then invited as their owner.
- Works in the client’s books, not a copy of them.
- Roles differ. Viewers can look but can’t change anything. The owner or an admin manages who has access.
- Either side can end it. The client removes the practice, or the practice stops. Everyone at the practice loses access at once, and the records stay with the client.
- Suggestions are not postings. Bank lines are categorised by you or by a rule you previewed. AI suggestions wait as drafts until a person approves them, and are on the paid plans.
Illustration of how access works, not a product screen
- The owner invites people by role, and can remove the accountant’s practice at any time.
- The accountant joins when the client invites the practice, as a bookkeeper or an admin, and works in the client’s books, not a copy.
- Review before it posts. A suggested entry waits as a draft until a person decides.
- Correct without erasing. The original and the correction both stay on the record.
- Trace any figure. A report figure opens to the entries behind it.
Bank lines are categorised by you or by a rule you previewed. AI suggestions wait as drafts until a person approves them, and are on the paid plans.
More about access
- Roles are owner, admin, bookkeeper or viewer. Viewers can look but can’t change anything.
- The owner or an admin manages who has access.
- A practice can also open new books for a client, who is then invited as their owner.
- Either side can end it. Everyone at the practice loses access at once, and the records stay with the client.
Pricing
Free. No card needed.
Your books, your people and your accountant cost nothing. Live bank feeds and AI are on the paid plans.
Everything for your books is free
- As many businesses and people as you need
- Invoices, estimates and bills
- Bank statement uploads and reconciliation
- Checks and the check designer
- Reports, budgets and month-end close
- Inventory
- Your accountant in your books
- Portfolio, consolidation and the firm dashboard
- 200 emailed invoices and reminders a month
Start free, through the door that fits
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I run a business
Your own books: invoices, bills, bank statements and reports, with your accountant invited when you choose.
Start free: I run a businessFree. No card needed.
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I’m an accountant or bookkeeper
Your practice, and any number of clients’ books, at no charge.
Start free: I’m an accountant or bookkeeperFree. No card needed.
On the paid plans: live bank feeds and AI
A paid plan will add two things, because each costs money every time it runs: bank and card accounts that bring their transactions in on their own, and AI that suggests categories and reads receipts and statements. Paid checkout and online invoice payments aren't open yet, so these prices describe the planned subscriptions.
Practice
Live bank feeds and AI across a practice and its clients.
$50 / month$500 / year $50 a month, or $500 a year.
- Live bank accounts
- 25 included
- AI categorisations
- 3,000 a month
And everything on Free.
Migrating, or bringing a practice across? Talk to us
Prices in USD. AI allowances are shared across your businesses each calendar month. Questions or cancelling: support@qetaab.com.
Plain answers
Questions worth asking before you move your books.
What we can tell you today, and what we don't claim.
Answered on their own pages
More about Qetaab
Who can see my books?
People you invite, in the role you choose: owner, admin, bookkeeper or viewer. Viewers can look but can't change anything. On every plan, Free included, you can also give your accountant's practice access and remove it at any time; they lose access at once, and your records stay with you. If Qetaab support ever needs to look, that look is read-only, time-limited and needs a written reason, and it's listed in your Settings under Qetaab support activity.
Can AI change my books?
No. The assistant reads your books to answer questions; it can't post, edit, delete or pay. Suggested categories wait as drafts until a person approves them. AI is on the paid plans, and depends on the AI service being available.
Can I take my books out?
Yes. While your account is open, download reports as PDF, Excel or CSV, save a backup copy of your books, or export them to a supported accounting exchange file. The export lists anything that doesn't come across, so you know before you move.
How are my books protected, and where are they kept?
Access is limited to the people and roles you choose, each company's records are kept apart in the database, and connections to Qetaab are encrypted. We don't publish security certifications or a promise about where every copy of your data is kept. If either matters for your business, email support@qetaab.com before you move your books.
How do I get help?
Start with the help centre: step-by-step guides for everyday work, each showing when its steps were last checked in the app. For anything else, email support@qetaab.com. Support is by email.
Next step