How does AI categorization work?
DozaBooks reads the vendor, amount and description on each document, assigns a category and account code, and learns from your corrections so repeat vendors are categorized automatically next time.
Can I send documents by email?
Yes. Every business gets a dedicated DozaBooks email address, and anything forwarded to it is analyzed and posted to your books automatically.
Does DozaBooks import bank transactions?
Yes. Bank and account imports are included, and DozaBooks assists with reconciliation against your recorded transactions.
Can DozaBooks produce a profit and loss statement?
Yes. Ask for a profit and loss statement, balance sheet or cash flow summary in plain language and DozaBooks generates it from your data.
Does DozaBooks track money owed to me?
Yes. DozaBooks tracks receivables and can draft collection emails to clients who owe you money.