Dreambooks

Documents and messaging

Every document, and the conversation about it, in one place

Keep the receipt next to the bill, ask a colleague about an invoice right on the invoice, collect clients' papers through the portal and get documents signed online. Nothing lives in email threads or shared drives.

Document management and comments

Comments and @mentions on every document

Invoices, bills, expenses, journals, quotations, purchase orders and engagements each have a comment thread. Type @ to pick a colleague in the same company or firm who can open that document.

Comments and @mentions on every document

A file cabinet for every client

Trade licences, passports, Emirates IDs and tenancy contracts are filed by type and person with their expiry dates, and appear on the deadlines dashboard 60 days before they expire.

A file cabinet for every client

Collect, check and sign

Request documents from clients through the client portal, where AI checks each file against what you asked for, and send quotations or any PDF for e-signature.

Collect, check and sign

Mentions in the app and by email

The person you mention sees it under the bell in the top bar and gets an email in English or Chinese.

Comments that stay on the record

Comments are kept in the audit trail, and only their author can edit or remove them, so the reason behind a credit note or a VAT correction is still there at year end.

Attachments on invoices, bills and journals

Attach the receipt, contract or purchase order to the transaction it supports, even after it's posted. Moving from Zoho, QuickBooks or Odoo brings the attachments across too.

FAQ

Frequently asked questions

Still have questions? Email us at info@dreamapi.io

Features

Everything your finance work needs, connected

From daily bookkeeping to tax filing, and from winning a client to getting their signature, every module shares one ledger. No more copying between apps.

See Document management and comments with your own books

Book a demo and we'll show you how it fits your work.