O OneBooks
Features

A complete finance office,
in one quiet app

A real double-entry ledger underneath, effortless workflows on top. Here's everything OneBooks takes off your plate.

Sales

From quote to cash,
without friction

  • ✓Invoices — branded, tax-correct, sent as PDF or email. Line and invoice-level discounts, due dates and prices precise to 4 decimals.
  • ✓Quotes — send estimates and convert accepted ones to invoices in one click, discount preserved.
  • ✓Payments — record full or partial payments and split one payment across several invoices automatically.
  • ✓Credit notes — sales returns that post the right reversal entries for you.
  • ✓Customers & receivables — customer records with live receivables aging across every period.

INV-0042 · Almara Trading

Sent
Subtotal£27,048
VAT 20%£1,352
Total due Jun 24£28,400
Payment received−£10,000
Balance£18,400

Partial payments tracked against every invoice.

Expenses · June

By category
Rent£4,200
Salaries£18,650
Utilities£930
Supplies£2,410

Every expense categorized and posted to the ledger.
Purchases

Spend tracked
to the last fils

  • ✓Purchase bills — record supplier bills with item-level detail, discounts, taxes and due dates.
  • ✓Expenses — capture and categorize day-to-day spending against the right accounts.
  • ✓Supplier payments — settle bills in full or part and keep payables aging honest.
  • ✓Debit notes — purchase returns that post the right reversal entries automatically.
  • ✓Suppliers & payables — who you owe, when it's due, at a glance.
Accounting & reports

A real ledger,
not a spreadsheet

  • ✓Double-entry journal — every entry balanced and auditable, with manual journals when you need them.
  • ✓Chart of accounts & contra — sensible defaults you can extend; move money between cash and bank cleanly.
  • ✓Reports — profit & loss, balance sheet, cash flow, trial balance, tax report and tax summary — all exportable to Excel.
  • ✓Fiscal years — opening balances, configurable year start, clean year-end close to retained earnings, and period locking.
  • ✓Dashboard — revenue, receivables and payables KPIs the moment you log in.

Balance sheet

As of today
Assets£412,300
Cash & bank£96,400
Receivables£52,360
Liabilities£148,900
Equity£263,400

Bank reconciliation

42 / 45 matched
POS settlement · Jun 09✓ Matched
Supplier payment · Jun 08✓ Matched
Bank charge · Jun 08Suggest: Bank fees

Import a statement, match in minutes, never miss an entry.
Banking

Reconcile in minutes,
not weekends

  • ✓Statement import — upload a CSV or Excel statement; OneBooks detects the columns automatically.
  • ✓Smart matching — date and amount suggestions for every line, or create the entry on the spot.
  • ✓Lock when done — reconcile a statement to close it off, and unreconcile if you need to revisit.
  • ✓Payment methods — cash, bank transfer and card, each mapped to the right account.
United Kingdom

VAT-ready invoicing
for the UK

Issue VAT invoices at 20%, keep your books in pounds sterling, and handle reverse charge correctly — with real-time financial reports.

  • ✓20% VAT — VAT invoices with the right rates
  • ✓Reverse charge handled on documents and reports
  • ✓Pound sterling (£) — books and pricing in your currency
  • ✓Double-entry ledger and full financial reports

VAT return · Q2

Output VAT 20%£14,200
Input VAT£4,950
Net VAT due£9,250

Onboarding wizard and Phase-2 clearance built in. No plugins, no consultants.

Workspace mode

Switch anytime
Simple — invoices, payments, reportsOwner
Accountant — full GL, journals, contraAccountant
RolesOwner · Admin · User

One ledger, two ways to work — nothing to migrate.
Built for how you work

Simple for owners,
powerful for accountants

  • ✓Two modes — a clean Simple view for day-to-day owners, and a full Accountant view with the general ledger, journals and contra entries.
  • ✓Owner, admin and user roles — everyone works on the same live numbers with the right level of access.
  • ✓POS sales, auto-booked — connect LithosPOS over OAuth and daily sessions, sales and tenders post to your books automatically.
  • ✓Open API — OneBooks is an OAuth 2.0 provider, so partner apps can plug straight in.
And everything around it

The details, handled

Items & catalog

Goods and services with units, default sale and cost prices, tax rates and HSN/SAC codes. Turn on stock tracking with reorder levels when you need it.

Import & export

Bring customers, suppliers, items and opening balances in from Excel or CSV — with row-by-row validation — and export your data whenever you want.

Attachments

Pin receipts, contracts and supporting files to invoices, bills, payments, journal entries and more. Up to 10 per record.

Print designer

Classic, Modern, Minimal and Thermal templates with your logo, for invoices, quotes, credit and debit notes, and receipts.

Audit trail

Every create, edit, payment and mode switch is logged with who did it and when — a clean activity history for your records.

Multi-currency

Run your books in your country's currency with the correct decimal precision — two, three or zero places — for every market.
Try it yourself

See every feature, free for 14 days

Full access, no credit card. Free forever for LithosPOS and partner-app customers.

Start free trial View pricing