FAQs
Have a question in mind?
Feel free to check common questions.
How can I become a partner?

You can become a RealBooks partner in two ways – an Implementation partner, or an Outsourcing partner.

An implementation partner helps in implementing RealBooks to businesses and provides training and support to them on an ongoing basis. An outsourcing partner used RealBooks as a platform to provide book keeping and contunuous audit services to businesses.

Kindly contact us if you wish to partner with us.

Is RealBooks available on my mobile device?

“Yes RealBooks is available on mobile as well. You can approve transactions and view your dashboard and reports on your mobile on the go. Simply visit the PlayStore (Android) or App Store (iOS) to download the RealBooks app “

Once I signup is my company or personal information secure?

Yes, your information is 100% secure, we use Amazon’s world renowned AWS servers only to ensure complete confidentiality of your data

What are the main advantages of using cloud accounting software?

The main advantages of using cloud accounting software are as follows:

  • Pay As You Go
  • Safety Backups
  • Accessibility Anywhere, Anytime
  • Multi-Location Accounting with Real-Time Consolidation and Reporting
  • Ease of Communication between locations
  • Economically Priced Products
What is the difference between cloud and desktop accounting software?

You have access to your business intelligence any time, any where for taking informed business decisions without spending excessively on hardware and internet technology.

How do I get started and create a account?

Starting with RealBooks is very simple and exploring RealBooks is free. Simply provide your email id and company details and you can get started with RealBooks.

Who is behind RealBooks?

RealBooks is the brain child of Neeraj Jain and Anurag Mohta. You can read more about them in the About section.

How can RealBooks help me?

Information is flowing from many different locations and sources. RealBooks can be the hub for all financial information to flow into, from different locations and from different systems. RealBooks processes all this data provides timely and accurate reports and analysis or in other words Business Inteliigence.

What is RealBooks all about?

RealBooks has been designed to take accounting functions to the cloud helping in easy collabration for your team sitting across different locations and easy integration capabalities with other systems like your Bank, your CRM and your e-commerce portals.

How much does RealBooks cost?

RealBooks charges on a per user per year basis – depending on the feature requirements. There are 3 categories – Professional (Rs. 5,000/- per year or Rs. 500 per month), Business (Rs. 10,000/- per year or Rs. 1,000/- per month) or Enterprise (Rs. 20,000/- per year or Rs. 2,000 per month). You can refer to the features available for each user on https://realbooks.in/index.php#price

Why do I need an accounting software?

An accounting software helps in creating instant reports by summarising the transaction as it is recorded. We will be able to see receivables, payables, party ledgers, stock statements, profit and loss statement, balance sheet and many other reports the moment a transacion is recorded in the software.

Is my Data Secure with RealBooks?

We are Hosted on Amazon AWS servers, using better than bank grade encryption at 256 bit, with Multiple levels of Data Backup and Password Protection Policy, we ensure that your data is safe and secure with us.

Does RealBooks allow Excel Integration?

Yes, RealBooks does almost all types of Custom Excel Integration with all 3rd Party Software

Does RealBooks allow API Integration with DMS?

Yes, RealBooks offers Excel Integration with all 2 wheeler & 4 wheeler DMS

Does RealBooks offer Bank Integration?

Yes, RealBooks has partnered with ICICI Bank to provide a quick and seamless payment process that can be completed within a minute. Moreover, the receipts are automatically recorded in the books, providing added convenience.

Does RealBooks offer 3rd Party Software Integration?

RealBooks is more than happy to integrate with almost all the 3rd Party software to make your accounting experience seamless.

Can I operate RealBooks with short keys?

Yes, you can operate RealBooks with shortcut keys for enhanced efficiency and faster navigation.

Can I create PriceList?

Yes, we allow PriceList creation at many levels, to ease out your day-to-day operations.

  1. Company Level
  2. Segment/Branch Level
  3. Party Level (Single or Multi Price List)
Does RealBooks support multi warehouse inventory management?

Yes, multiple warehouses/godown management is simple in RealBooks.

Does RealBooks offer inventory management?

Yes, RealBooks has an inbuilt inventory management system. Maintaining inventory can be done for simple scanarios to complex ones depending on the complexity of your business. From simple Purchase – Sale – Stock Journal to Material Requisition Planning with multi-satge Production.

Can I receive reports at pre-defined intervals?

Yes, you can schedule reports from RealBooks to reach you at pre-defined day and time repeatedly.

What kind of reports does RealBooks provide?

Realbooks offers more than 200+ comprehensive reports, which varies from Accounting Reports to Financial Reports to Management Reports to Inventory Reports. Not only this, there are many Comparative Analysis Reports available as well, which helps the decision makers to take quick decisions.

Do I still need to maintain physical copies of vouchers?

No. With RealBooks you can Go Paperless, as we allow users to attach documents with transactions and masters itself, making it much easy and quick to refer back to a supporting document, whenever necessary. These attachments can be downloaded too.

How do I upload a Document to Realbooks?

Uploading documents to RealBooks is as easy as uploading a photo to your social media account, or attaching documents in an email. Choose any from the following options:

  1. Drag & Drop the document against the transaction/master
  2. Scan & Upload the document to RealBooks
  3. Integration with Dropbox
Does Realbooks support multi branch accounting?

Yes. We have branch accoutning built in right into the heart of the software. RealBooks can give you PnL reports for each branch independently and can roll up the data at company level.

Does RealBooks offer Approval Matrix?

Adding an Approval Workflow can help the management exercise better online control and avoid several operational issues. RealBooks’ Approval Workflow is a fully customizable feature where you can nominate a pool of makers and checkers for specific transactions.

I have multiple businesses, how can RealBooks help me?

Great, RealBooks is the perfect solution for you. We have segment / branch / group accounting built in right into the heart of the software. RealBooks can give you PnL reports for each business independently and can roll up the data for the parent body / company.

Why should I shift from my existing software to RealBooks?

If you are looking for a cloud-based online accounting software with world-class cloud services then look no further. RealBooks is the one-stop solution to all your data management-related queries. Numerous companies from several industries have already switched to RealBooks for hassle-free data management with real-time cloud sync.

How do I migrate my data from Tally to Realbooks?

RealBooks provides import facility in Tally XML format. In case you have any queries feel free to get in touch with us, and allow us to guide you better.

Is it easy to switch to a different package at any point of time?

Though the transition always comes with its own Pros & Cons. But yes our Team at RealBooks always aims to ensure that you are trained better, so you don’t find it difficult to switch.

What happens if the server goes down or the internet connection fails?

The server is backed up continuosly and proper fail over mechanisms are in place. However, in the remote likelihood of the server going down, we have expert IT guys who will bring the system up in shortest time possible.

How many users can access the software at a given time?

As many as you want – it’s a cloud based softare with a very robust database driving the system.

What type of industries and businesses is RealBooks equipped to serve?

RealBooks can cater to the needs of almost all types of business and industries. Namely, professionals, service providers, automobile dealerships, logistics, education institutions, traders, and so on.

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