Digital Billing Desk Layer

Automate statements.
Stay in the loop.

Built for independent professionals and small teams.
AriBooks adds a digital billing desk layer to your existing accounting system. It automatically sends client statements, then logs replies, payment updates, and inquiries as summarized notes straight into the tools you already use. Combined with a secure client invoice portal, everyone stays current at all times.

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Secure sign-in (OAuth 2.0)

See how it works

Watch a 90-second demo

The work doesn't end when you send the invoice.

Managing your clients manually works fine when there are just a few. But as you scale, administrative overhead quickly eats into your billable hours.

Manual statements

Every open account means manual statements, manual email tracking, and administrative load, month after month.

Routine disruptions

Answering repeated requests for past invoices or current balances constantly pulls you away from your actual high-value work.

Siloed information

Important client payment promises sit buried in separate email threads instead of being logged directly alongside your client records.

Connect your tools and set the rules.

AriBooks works alongside the systems you already use. It doesn't replace them or give you another system to check each day.

How it works

A statement of account keeps the conversation going. Notes update automatically, so most billing conversations run on autopilot and you step in only when needed.

Step 1

Statement goes out

Statements send automatically: to every client or only those overdue. You set the minimum balance and the frequency.

If they need it

Self-serve portal

Clients view their open and paid invoices and pay through your existing processor: no more resending anything.

Step 2

Client replies

They reply like any other email. Edit the templates on either cadence to prompt for an update or invite a question.

Step 3

Notes get updated

Every reply and inquiry is summarized, dated, and logged to your existing stack, or not, if you'd rather skip the write-back.

Overdue only

Pause on a date

When an overdue client names a payment date, their overdue statements pause until then.

Once paused, overdue statements will resume if the date passes and there is still an overdue balance.

Pricing

Simple pricing that grows with you.

Every plan runs the full loop: statements out, replies logged, portal included. The only real difference is how many clients you opt in and the tools you use. Start with a 14-day free trial, no credit card required.

How we protect your data

AriBooks connects securely to the systems you already use, with access limited to what's needed for the features you enable. Data is encrypted in transit and at rest, and access can be revoked at any time. Client portal access uses a one-time passcode, so there's no password for clients to create or remember.

Secure connections Scoped access Encrypted in transit & at rest Revocable access One-time-passcode client sign-in

FAQ

Quick answers

How does AriBooks use AI?

Only to summarize your clients' emails into clear, dated notes. It's not used to write or send anything to your clients on its own: nothing goes outbound. The AI reads incoming replies and turns them into a short summary you can act on.

What gets said to my clients?

Only the templates you set up and control in your settings. You decide the wording for every statement and follow-up, and you can edit them at any time. Nothing goes to a client that you haven't approved.

What happens when a client replies to me?

The AI summarizes the email into a short, dated note and logs it back into the tools you already use, so payment promises and questions don't slip through the cracks or get buried in a separate inbox. When a reply actually needs your attention, you can forward the email straight from within AriBooks: you stay in control of the conversation, and the note trail stays up to date around it.

Is my accounting data safe?

Yes. AriBooks connects securely to the systems you already use through secure sign-in (OAuth 2.0), with access limited to only what's needed for the features you turn on. Your data is encrypted in transit and at rest, and you can revoke access at any time. Client portal access uses a one-time passcode, so there's no password for clients to create or remember.

Does AriBooks take payments?

No. It never moves money. It sends statements, lets clients view their billing history and request your payment details, and records what they say back to the systems you already use. You get paid however you do now.

What systems does AriBooks connect to?

Off the shelf, AriBooks connects with QuickBooks® Online accounting software. Beyond that, we build custom integrations. If you use a common app and want AriBooks to work with it, don't be shy, reach out and we'll look into building an integration for it. Tell us what you use: support@aribooks.com.

What if I don't send statements regularly?

That's fine: you don't need a fixed schedule. When an account goes overdue, you can put it on a follow-up schedule you fully control: how often it sends, how many reminders, the minimum balance, and how many days overdue before it starts. Send statements routinely, only when something's overdue, or both: it's entirely up to you.

Who we are

Built by an accountant and an engineer

Luke Sack

Co-founder · The Accountant

Xiaobo Tang

Co-founder · The Engineer

We're building AriBooks for independent professionals and small teams who want a better billing experience without replacing the accounting and business tools they already rely on. As an early user, you'll get white-glove support from the people building AriBooks, and we're always available to help.

Built by a Certified QuickBooks® ProAdvisor.

Modern billing for better client relationships.

Give clients a professional billing experience they remember, and keep your records up to date without another system to manage.

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QuickBooks guide

How to send customer statements in QuickBooks

A statement gives your client a clear summary of their account: invoices, payments, and balance. Here's how to create and send one in QuickBooks Online, step by step.

Prefer not to do this by hand each time? AriBooks sends statements for you, gives clients a self-serve portal, and writes their replies back to QuickBooks automatically.

Set your statement detail first

Before your first statement, choose how much detail it shows. Go to Settings ⚙ → Account and settings → Sales and open the Statements section.

Most businesses turn on List each transaction including all detail lines and Show aging table at bottom of statement so clients see exactly what's outstanding.

Open your customer list

From the left menu, go to Sales → Customers. In newer layouts this may appear as Customer Hub → Customers & leads.

Choose who gets a statement

Tick the checkbox next to each customer you want to send to.

One customer: use the Actions dropdown in their row and pick Create statement.
Several at once: select them all, then use Batch actions → Create statement.

Pick the statement type

QuickBooks offers three, depending on what you want the client to see:

Balance Forward: activity between two dates, with a running balance carried forward.
Open Item: every unpaid invoice from the last 365 days.
Transaction Statement: all transactions and payments, without a balance.

Set the dates and preview

Enter the statement date and the start/end period. Confirm each customer's email address is correct, then use Print Preview to check it reads the way you want.

Save and send

Click Save and send to email the statements. From here you'll watch for replies, read each one, and update the customer's record with any payment date they share, then repeat for anyone still outstanding.

Automate statements.
Stay in the loop.

See how it works