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f-ai and Spreadsheets

From accounting in Excel to books that keep themselves

A spreadsheet is where most small businesses start. f-ai keeps the same records - sales, purchases, stock, the bank - and does the adding up: your bills read by AI, tax reports and the bank matched as you go.

Side by side

What each one gives you

f-ai Essential

$210Offer price

$168 a year, no tax added

Growth and Scale add locations, payroll and companies

  • ✓3 people
  • ✓2,400 AI reads a year
  • ✓Bank reconciliation
  • ✓Tax reports
  • ✓Sales, purchases and point of sale
  • ✓Your accountant in the same books
f-aiSpreadsheets
Bills✓AI reads each bill; you check it before it posts–Typed in by hand
Bank reconciliation✓Statements imported and matched to your entries◐Ticked off by hand
Tax reports✓Tax reports for your registration◐Built with your own formulas
Reports✓Profit and loss, balance sheet and who owes what, as you post◐Built with your own formulas
Who changed what✓Every change in the audit trail - who and when◐Depends on where the file is kept

f-ai's from its plans page. ✓ yes · ◐ partly or at a cost · – not offered.

Why businesses move to f-ai

More in one plan

Bills read for you

AI reads each bill and fills the entry; you check it before it posts.

One payment a year

No monthly subscription - one price a year for the whole plan.

Grows with you

Stock in several places, payroll and more than one company, on Growth and Scale.

Your accountant in the same books

Invite your accountant with the rights you choose.

How moving works

From Spreadsheets to f-ai, step by step

  1. 1Set your opening dayThe day f-ai's books start - usually the first day of a month or a year.Settings › Opening balances
  2. 2Bring in your chart of accountsExport it as a spreadsheet; each account is matched to f-ai's.Chart of accounts › Import
  3. 3Enter your trial balanceType it in or import it - each balance matched to its account.Settings › Opening balances › Ledgers
  4. 4Bring in open invoices and billsWho owes you and whom you owe, with their dates.Settings › Opening balances › Import
  5. 5Add your products, then opening stockAdd your products in f-ai, then stock by location from a spreadsheet.Products · Opening balances › Import
  6. 6Bring past documents, if you want themSales invoices, bills, credit and debit notes, payments - one spreadsheet.Settings › Import data
  7. 7Import your bank statementsPDF, Excel, CSV or your bank's own format; matched to your entries.Cash & banking › Import statement
  8. 8Invite your accountantTo the same books, with the rights you choose.Settings › Team

Spreadsheets's words, f-ai's words

Spreadsheetsf-ai
Sales registerSales invoices
Purchase registerBills
Party listCustomers and suppliers
Stock sheetProducts and opening stock
Bank sheetBank statements
Cash bookCash book

Questions

Try f-ai with your own books

14 days, no card. Bring one month across and check the reports before you move the rest.

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