Your accounting, answered in plain English
Ask a question or give an instruction in your own words. The AI concierge reads your live company data to answer in seconds — and gets the next action ready for you to approve. No menu-hunting, no training, no waiting.
Just ask about your business
Find any customer, supplier or item and see current stock. Pull a customer’s outstanding balance and open invoices, or read out exactly what’s on any posted document — an invoice, a payment, a journal — just by its reference.
It never makes numbers up. Every figure comes straight from your live records. If there’s nothing to show, it tells you plainly.
It gets the work ready — you approve
Ask it to create a customer, supplier or item, prepare a sales order, quotation or invoice, or post a journal entry such as a customer/supplier set-off. It opens the real form, pre-filled, with a button.
It never posts on your behalf. You review every line and submit it yourself — the assistant only ever gets it ready.
Change a setting just by saying it
Describe what you want to change and it finds the exact built-in setting, tells you where it lives, and — with your permission — turns it on or off for you. It can also restyle your printed invoice and receipt layouts, and answer “how do I…” questions from the built-in help guide.
It troubleshoots — and gets it fixed
When something looks wrong, it doesn’t guess. It inspects the actual data with its tools, explains what it finds, and — if it’s a real issue — files it to the development team, who reply right in the same chat.
Prefer a person? Just ask, and it connects you to support — no ticket forms, no waiting on hold.
It speaks your language
Write the way you talk — in English, Tamil, Hindi, Arabic or a mix — and the concierge replies in the same language. Here’s the same question, answered for everyone on your team.
Everything you can ask it to do
One assistant across sales, purchasing, inventory, accounting and setup.
Balances & statements
Outstanding balances and open invoices for any customer or supplier — on demand.
Items & stock
Find products and check current stock on hand in a sentence.
Transaction lookup
Read any posted invoice, payment or journal by its reference.
Excel export
Download a statement of outstanding transactions, even up to a chosen month.
Prepare documents
Sales orders, quotations and invoices pre-filled for you to review and save.
Journals & set-offs
Balanced journal entries, including customer/supplier set-offs, ready to post.
Send invoices
Email or WhatsApp an invoice to your customer, once you confirm.
Find & flip settings
Locate the right toggle and switch it on or off for you, with permission.
Create customers & items
Describe a new customer, supplier or item and it opens the form pre-filled to submit.
Restyle print layouts
Move your logo, resize the total or recolour an invoice template — saved as a draft to preview.
How-to answers
Ask “how do I…” and get step-by-step guidance from the built-in help guide.
Plan & account
Check your subscription, renewal date, days remaining and user limits anytime.
How it improves your day
Answers in seconds
No hunting through menus, filters and reports. Ask the question you actually have and get the answer straight away.
Almost no learning curve
New staff don’t need to know where everything is — they just ask, and the assistant guides them to the right action.
You stay in control
It prepares; you approve. Nothing is posted without your click, and it’s honest about what it did and didn’t do.
Works in your language
English, Tamil, Hindi, Arabic or a mix — everyone on the team can use it the way they write.
Always available
It’s on whenever you are — quick answers late at night or during the month-end rush.
Only your data
Scoped strictly to the company you’re signed into — it can never reach another business’s books.
How different people use it
Business owners
- “Who owes me the most?”
- Today’s cash position
- Subscription & renewal date
Accountants
- Statements & Excel exports
- Customer/supplier set-offs
- Look up any posting
Sales teams
- Quick quotes & invoices
- Check stock before promising
- Email/WhatsApp to customers
Admin & support
- “How do I…?” answers
- Flip the right setting
- Reach a human when needed
Put an assistant on every desk
Give your team an AI concierge that knows your books, inside TA Book.