For insurance and takaful agents
Your commission in. Your costs out. Tax season sorted.
You spend your days with clients, not spreadsheets. Snap each receipt as you go and Books keeps your year in order for your Form B.
Solo plan RM 39 a month after your trial.
What changes in your month.
No more receipt shoebox.
Petrol, tolls, client lunches, phone bills. Snap them on your phone the day you pay. The photo stays with the entry.
Commission you can check.
Record commission as it lands in your bank, so you can check it against the CP58 your insurer sends in the new year.
A clean hand-over to your tax agent.
Invite your tax agent into your books. They see every figure with its receipt, not a bag of paper in March.
You confirm. Books does the typing.
Books reads each receipt and suggests where it goes. It asks when something is unclear, like which client a dinner was for. Nothing goes into your books until you say so.
- Works from photos and PDFs
- Import your bank's CSV and match it to your entries
- Profit and loss for the year in one click
Questions
I'm not an accountant. Is this too much for me?
The Guided view is built for agents, not accountants. You see money in, money out and a short list of things to decide. Your tax agent can open the Professional view on the same books.
Which expenses should I keep receipts for?
Anything you spend to earn your commission: petrol and tolls, phone bills, client meals and gifts, marketing, training and your office costs. Your tax agent decides what's claimable. Books makes sure the receipt is there when they ask.
Can I use it on my phone?
Yes. Books works in your phone's browser and can be added to your home screen like an app. Snap a receipt the moment you get it.
Do I need e-Invoicing?
Most individual agents are below LHDN's turnover line and don't have to issue e-invoices yet. If you do, it's already included. Ask us and we'll check your case.
Start with this month's receipts.
Free for 30 days. No card needed. Bring last month's receipts and a bank statement and you'll see your month by lunch.