BookBeyond

From a document to your numbers

Hand over a document, confirm what BookBeyond read, answer anything it can't settle, and see your numbers move.

The firmLarkspur Architecture, a sample firm with simulated documents. Its books are at 31 Aug 2026.
The ruleBookBeyond only proposes. Nothing that needs a decision goes on the books until you answer.

Read: hand over a document

Open Documents, drop your files on the dashed box or use Choose Files, then press Read it.

The Documents page with the drop box and the Read it button.
Documents, before August.

Check and confirm

BookBeyond picks the document's kind first. If it picked wrong, choose another. Then check the rest of what it read, such as the amounts, and press Take it in.

Check for a client invoice: 1 invoice and 1 invoice item, each $148,000.00.
A client invoice. 1 invoice and 1 invoice item, both $148,000.00.
Check for a bank statement, with the period, opening and closing balances, and what it would book.
A bank statement shows more. Check its balances against your statement.

Taken in: it goes on your books

When it's taken in, What changed shows each figure the document moved, old figure then new.

Done page for the invoice, with What changed listing owed to you, left to bill, and P-2410's billed and owed figures.
The invoice, taken in. Owed to you goes from $606.6K to $754.6K.

Questions: Bee walks you through

If anything is unclear, Bee takes you through the questions one at a time, with as many answers selected for you as it can.

A question on invoice INV-1091 for Janet and Paul Hollis, $3,510.00, with yes selected as our read.
A question with its answer already selected. Invoice INV-1091, Janet & Paul Hollis, $3,510.00.

Ask Bee when you aren't sure

Type in the Ask Bee box under the card. Asking changes nothing. Only your button press does.

A $4,100.00 deposit card with INV-1087 selected, and Bee explaining why INV-1087 fits and INV-1091 does not.
Bee explains its pick. Janet & Paul Hollis · money that arrived in the account · $4,100.00.

Handing over several at once

Drop several documents together and you check them one at a time. The list stays on the page, and you can come back to the questions later.

All 3 taken in, with the card statement done and each receipt showing 1 question left.
Three documents, all taken in. Two still have a question for later.

Done: see how your numbers changed

What changed shows the figures the document moved, grouped by page.

Done for the bank statement. What changed shows cash on hand from $38K to $360.3K and runs dry from 14 Aug to not in 13 weeks.
The bank statement, done. Cash on hand goes from $38K to $360.3K.

What changed shows the moment of taking in. Your answers can move figures after that, so check each page's tiles for the current number.

The A/R tiles: owed to you $373.1K, older than 30 days $105.5K, disputed $105.5K, paid to confirm none waiting.
A/R after all 15 August documents.

The whole month

FigureBefore AugustAfter all 15 documents
Cash on hand$38,040.91$360,307.62
Runs dry14 AugNot in 13 weeks
Owed to you$606,603.40$373,110.00
You owe$12,881.20$17,932.80