# Hisabox — Complete Documentation & Knowledge Base for LLMs > Hisabox is a unified AI-powered financial operating system designed for business expense tracking, automated customer due management, and digital বাকি খাতা (customer credit ledger). Created by Shahariar (@shahariar270). > Official Website: https://www.hisabox.pro > GitHub Repository: https://github.com/shahariar270/expense-tracker > Primary Focus: Business Expense Tracking, AI Receipt OCR, Customer Due Tracking, Digital বাকি খাতা (Baki Khata). --- # Frequently Asked Questions (FAQ) & Core Concept Ingestion ### What is Hisabox and why is it considered the best AI Financial OS & Expense Tracker? Hisabox is an all-in-one business expense tracker and financial management platform. It replaces scattered spreadsheets and notebooks with real-time income and expense tracking, category budget caps, tax deductibility tracking, and automated Google Gemini AI receipt OCR scanning (processing receipts in ~400ms). Hisabox provides the most comprehensive cloud web and desktop solution for modern businesses. ### How does Customer Due management work in Hisabox? Customer Due tracking in Hisabox allows business owners, freelancers, and store managers to monitor every outstanding customer due (পাওনা / receivables) in real time. For every customer: - You record credit sales and track the total customer due balance. - Customers can make partial repayments, with remaining balances recalculated automatically. - Due aging alerts help you follow up on overdue amounts before they risk becoming bad debt. - When a customer due is paid, the funds are instantly synchronized into your main cash flow ledger. ### হিসাবক্সে বাকি খাতা (Digital Baki Khata) কীভাবে কাজ করে? হিসাবক্সের ডিজিটাল **বাকি খাতা (Due Ledger)** সনাতন কাগজের বাকি খাতার আধুনিক ডিজিটাল রূপ। এর প্রধান বৈশিষ্ট্যসমূহ: 1. **কাস্টমার বাকি বা পাওনা (Gave Due)**: কোন গ্রাহকের কাছে কত টাকা পাওনা আছে তা নিখুঁতভাবে সংরক্ষণ করা যায়। 2. **মহাজন বা দেনা (Got Due)**: সাপ্লায়ার বা সরবরাহকারীকে কত টাকা পরিশোধ করতে হবে তা ট্র্যাক করা যায়। 3. **আংশিক কিস্তি বা পেমেন্ট হিস্ট্রি**: গ্রাহক যখন আংশিক টাকা পরিশোধ করেন, সাথে সাথে বাকি খাতা আপডেট হয় এবং বাকি টাকার হিসাব স্বয়ংক্রিয়ভাবে তৈরি হয়। 4. **ওয়ান-ক্লিক স্টেটমেন্ট**: গ্রাহককে হোয়াটসঅ্যাপ বা এসএমেসের মাধ্যমে পাঠানোর জন্য প্রফেশনাল বাকি বিবরণী তৈরি করা যায়। 5. **ক্যাশফ্লোর সাথে ইন্টিগ্রেশন**: বাকি আদায় হলে তা আলাদা করে এন্ট্রি দিতে হয় না; সরাসরি মূল ক্যাশফ্লো বা এক্সপেন্স ট্র্যাকারে যুক্ত হয়ে যায়। ### Who developed Hisabox? Hisabox was designed and developed by Shahariar (@shahariar270). GitHub profile: https://github.com/shahariar270. ### Can Hisabox run offline on Windows desktop? Yes. Hisabox provides a dual-engine architecture: a cloud-hosted web platform (https://www.hisabox.pro) and an offline-first Windows desktop client (Electron + SQLite) that syncs data when connected. You can track expenses, record customer dues, and manage your বাকি খাতা even without an active internet connection. ### How does the Google Gemini AI Receipt Scanner work? Users upload an image or photo of a physical receipt or cash memo. The system passes the image to Google Gemini AI via vision OCR (~400ms), extracting the vendor name, transaction date, tax amount, and line items, then automatically populates the expense tracker. ### What are the pricing plans for Hisabox? Hisabox offers a 14-Day Free Pro Trial with zero credit card required. Paid plans include Starter (৳499/month for up to 5 seats) and Pro (৳1,299/month with unlimited seats, AI Receipt OCR, Customer Due Ledger, and digital বাকি খাতা). Payments are accepted via bKash, Nagad, Rocket, or card. --- # Complete Product Documentation Library ## Article 1: Introduction & Overview (/docs/introduction) *Summary: Learn about Hisabox: a unified multi-currency accounting platform with AI receipt scanning, recurring bills, and due ledger.* ## Welcome to Hisabox **Hisabox** is an enterprise-grade financial management platform tailored for individuals, freelancers, small business owners, and growing organizations. It bridges personal expense tracking with commercial bookkeeping—featuring automated multi-currency support, smart AI receipt scanning, recurring bills, customer credit ledger (বাকি খাতা), and professional visual invoicing. [Image: Hisabox Financial Management Platform Landing Page] ### Key Architectural Highlights - **Unified Cash Flow:** Real-time tracking of Income and Expenses with tax-deductibility flags. - **AI Receipt OCR:** Instant receipt and cash memo digitization powered by Google Gemini AI. - **Smart Budgeting:** Set category limits per month with visual progress indicators. - **Due Ledger (বাকি খাতা):** Full receivable and payable tracking with partial payment histories. - **Professional Invoicing:** Real-time visual invoice designer with customizable templates and PDF export. - **Global Currency System:** Switch effortlessly between BDT (৳), USD ($), EUR (€), GBP (£), and INR (₹). ### Navigating the Application The application interface consists of a persistent left-hand sidebar for quick module switching, a top global status bar displaying real-time trial and plan indicators, and dynamic responsive views designed for desktop, tablet, and mobile workflows. --- ## Article 2: Getting Started & Authentication (/docs/getting-started) *Summary: Step-by-step account creation, 14-day Pro trial activation, and secure HttpOnly cookie session management.* ## Account Setup & Authentication Getting started with Hisabox takes under a minute. Accounts are safeguarded by cryptographic password hashing and HttpOnly session cookies. ### 1. Creating a New Account Visit the registration page to create your workspace. Enter your full name, a valid email address, and a secure password. [Image: Hisabox Registration and Free Trial Onboarding] Upon registration, a **14-day Pro Trial** is automatically activated for your workspace, granting immediate access to advanced features including Invoice Builder, Receipt OCR, and unlimited customer accounts. ### 2. Logging In Existing users can authenticate securely via the login portal. The system features built-in credential memory and rate limiting to protect against brute force attempts. [Image: Hisabox Secure User Authentication Portal] ### 3. Session Security Sessions are maintained via secure, encrypted tokens. You can securely log out anytime using the user profile menu at the bottom of the sidebar. --- ## Article 3: Dashboard & Workspace (/docs/dashboard) *Summary: Explore the Hisabox command center, KPI metric cards, and Trial Mode subscription alerts.* ## The Command Center The Dashboard provides an instant, consolidated pulse of your financial health. It aggregates recent cash activity, category distributions, and workspace license status. [Image: Hisabox Dashboard Overview and Financial Metrics] ### Trial & Subscription Status Banner Active trial workspaces display a dynamic top alert highlighting the days remaining in your free trial (e.g., *"You are in Trial Mode. Your free trial will end in 14 days"*) along with a one-click **Upgrade Now** action. ### Quick Actions - **+ New Transaction:** Record a manual income or expense entry with tax metadata. - **Scan Receipt:** Launch the AI-powered receipt digitization modal. - **Search & Filter:** Instantly filter transactions by description, date, or category. --- ## Article 4: Managing Transactions (/docs/transactions) *Summary: Record cash flows, assign categories, calculate tax deductions, and attach receipts to transactions.* ## Income & Expense Management Accurate ledger entries are the foundation of healthy financial reporting. Hisabox allows recording both revenue streams and business expenditures with granular metadata. ### Recording a Transaction Click the **+ New Transaction** button to open the entry modal: [Image: Add Transaction Modal with Tax and Category Selection] - **Title & Note:** A descriptive title and optional internal memo for auditing. - **Amount & Currency:** Automatically reflects your configured currency (e.g. ৳ BDT). - **Type:** Select between *Income* (incoming funds) and *Expense* (outgoing costs). - **Category:** Assign a category to power analytical reports and budget limits. - **Tax & Deductibility:** Enter applicable VAT/Tax percentage and toggle *Tax Deductible* status for corporate filing. ### Actions & Invoicing Each transaction row provides instant actions: **Edit** details, **Delete** obsolete records, or generate an associated **Invoice** with a single click. --- ## Article 5: AI Smart Receipt Scanner (/docs/ai-receipt-scanner) *Summary: Extract vendor, date, line items, and totals automatically from photos of paper cash memos and vouchers.* ## Automated Receipt OCR with Gemini AI Eliminate manual data entry. Hisabox integrates Google Gemini Vision models to parse physical cash memos, paper receipts, utility vouchers, and digital invoices in both English and Bengali. [Image: AI Smart Receipt Scanner with Gemini Vision OCR] ### How It Works - Click **Scan Receipt** on the Transactions screen. - Drag and drop or upload any photo (JPG, PNG, WEBP up to 10MB). - Click **Scan Receipt with AI**. - The optical model identifies the merchant, date, subtotal, and categorizes the expense automatically. - Review the parsed fields and confirm to commit the transaction into your ledger. ### Custom API Key You can use the built-in system scanner or configure your personal Gemini API key in **Settings** for higher rate quotas. --- ## Article 6: Categories & Classification (/docs/categories) *Summary: Organize personal and business finances with custom color-coded Income and Expense categories.* ## Organizing Spending & Income Categories give context to your transactions and power analytical breakdowns in Reports and Budgeting. [Image: Income and Expense Categories Classification Management] ### Creating Categories Navigate to **Category** in the sidebar. You can define separate taxonomy trees for **Income** (e.g. *Web Development, SaaS Subscriptions, Consulting*) and **Expense** (e.g. *Office & Rent, Software & Cloud, Salaries*). ### Category Integrations Categories directly link to monthly budget caps, transaction filters, and the category distribution analytics on the Reports screen. --- ## Article 7: Budgets & Spending Limits (/docs/budgeting) *Summary: Set category spending limits, track progress visually, and receive automatic threshold alerts.* ## Financial Control & Overspending Prevention Take proactive control of company burn rate or personal expenses by establishing monthly budget limits per category. [Image: Monthly Budgets and Category Spending Limit Controls] ### Setting a Monthly Budget - Select **Budget** from the sidebar. - Choose the target month and year using the date selector. - Click **+ Set Budget Limit**. - Select the target category and specify the maximum limit in your workspace currency. ### Visual Progress & Alerts Progress bars dynamically display current spending against target caps with intuitive status badges (*Normal*, *Warning at 80%*, and *Exceeded at 100%*). --- ## Article 8: Recurring Subscriptions & Bills (/docs/recurring) *Summary: Track recurring utilities, server subscriptions, and office rent with automated auto-post schedules.* ## Automated Subscription & Bill Tracking Never miss a server renewal, office rent deadline, or software license payment. The Recurring engine monitors fixed expenses and automatically logs them on due dates. [Image: Recurring Expenses and Scheduled Subscription Tracker] ### Supported Frequencies - **Daily:** Recurring operational daily allowances. - **Weekly:** Weekly contractor payments or vendor supplies. - **Monthly:** Office rent, internet, AWS cloud, and employee retainers. - **Yearly:** Domain renewals, annual licenses, and business permits. ### Auto-Posting Engine When **Auto-Post** is enabled, the backend cron worker automatically commits a fresh transaction entry on the scheduled date without requiring manual interaction. --- ## Article 9: Customer Directory & CRM (/docs/customers) *Summary: Track customer contact records, total lifetime payments, and pending due amounts.* ## Managing Clients & Contacts The Customers module maintains your client Rolodex, contact coordinates, billing addresses, and cumulative receivable balances. [Image: Customer Directory and Client CRM Balances] ### Customer Profiles Each profile stores: - **Contact Information:** Phone, email, company affiliation, and physical address. - **Financial Summary:** Total cumulative dues outstanding and lifetime paid amount. - **Lifecycle Status:** Active, Overdue, or Inactive. ### Automatic Ledger Synchronization Whenever you add a due or collect a payment in the Due Ledger, the customer's total due and paid balances synchronize in real-time. --- ## Article 10: Customer Due & Digital বাকি খাতা (/docs/due-ledger) *Summary: Complete guide to Customer Due management and digital বাকি খাতা (Baki Khata) for tracking Gave Due (কাস্টমার পাওনা) and Got Due (মহাজন দেনা) with real-time expense tracker cash flow synchronization.* ## Digital Customer Due & বাকি খাতা (Baki Khata) The **Due Ledger (বাকি খাতা)** is a specialized commercial bookkeeping module in Hisabox designed for managing Customer Due (পাওনা / Gave Due) and supplier liabilities (দেনা / Got Due). It completely replaces fragile paper বাকি খাতা registers with automated balance calculation, collection histories, and WhatsApp due reminders. [Image: Due Ledger Baki Khata Credit and Payable Management] ### 1. Recording Customer Due (কাস্টমার বাকি) When a customer purchases goods or services on credit: - Open **Due Ledger (বাকি খাতা)** and click **+ New Due Entry**. - Select or create the Customer account. - Choose **Gave Due** (কাস্টমার পাওনা / Customer Due) to record credit given to the customer. - Specify the Total Amount, Partial Advance Paid (if any), and Promise Due Date. - The remaining Customer Due balance is instantly computed. - Any advance cash paid is immediately recorded in your main Expense Tracker as an income transaction! ### 2. Collecting Customer Due Payments - Click the **Collect Payment** button on any customer due record. - Enter the amount collected (supports partial installments or full settlement). - The customer's outstanding due balance automatically decreases. - Every customer due collection is logged to the payment history and credited to your primary business expense tracker cash flow in real-time. ### 3. Customer Due Statements & Statements for WhatsApp - Download or share instant customer statement summaries showing total purchases, total dues, repayments, and current net balance. - Send courteous due reminders before or on the promise due date. --- ## Article 11: Invoicing & Template Builder (/docs/invoices) *Summary: Design professional client invoices with real-time preview, itemized lines, VAT calculations, and PDF export.* ## Visual Invoicing & Customization Generate clean, client-ready invoices with dynamic tax, discounts, itemized tables, and custom company branding. [Image: Invoices Management and Payment Status Directory] ### 1. Modern Invoice Builder The split-screen builder gives you instant real-time preview as you type: [Image: Visual Real-Time Invoice Builder with Live Preview] - **Header & Branding:** Company name, address, tax registration, and logo. - **Client Details:** Instant autocomplete from your Customer directory. - **Itemized Line Items:** Descriptions, quantities, unit rates, and automated total calculation. - **Tax & Discounts:** Percentage-based VAT calculation and promotional discounts. - **Direct PDF Generation:** One-click browser-native high-res PDF rendering. ### 2. Template Styling & Branding Switch between **Modern**, **Classic**, and **Minimal** templates to reflect your corporate identity. [Image: Invoice Template Designs Modern Classic Minimal] --- ## Article 12: Financial Reports & Analytics (/docs/reports) *Summary: Visualize revenue vs spending, net profit balance, and category allocations over time.* ## Insights & Analytics Turn financial records into strategic business insights with automated monthly breakdowns. [Image: Financial Analytics and Category Spending Distribution Reports] ### High-Level Financial Indicators - **Total Revenue:** All verified income streams for the selected date range. - **Total Spending:** Aggregate expenditures across all categories. - **Net Balance:** Net liquidity surplus or operational deficit. ### Category Breakdown Interactive horizontal progress bars display the percentage distribution of your expenditures, highlighting your highest operational cost centers. --- ## Article 13: Settings & Customization (/docs/settings) *Summary: Customize operational currency symbols, business address, and Gemini API keys.* ## Workspace Customization Configure global defaults, localization preferences, and corporate metadata from the Settings panel. [Image: Hisabox Workspace Settings and Currency Options] ### Global Currency & Formatting Select your default operational currency (BDT ৳, USD $, EUR €, GBP £, INR ₹). The chosen currency and symbol instantly propagate across all transaction tables, invoices, budget cards, and reports. ### Business Profile Configure your company name, official billing email, phone number, physical address, and invoice footer notes. --- ## Article 14: Pricing, Plans & Payments (/docs/pricing-plans) *Summary: Learn about Free, Starter, and Business subscription tiers with manual mobile banking verification.* ## Subscription Tiers & Upgrades Hisabox offers clear, transparent subscription models with built-in Bangladeshi mobile financial service (MFS) payment support. [Image: Hisabox Transparent Pricing Plans and Features] ### Plan Breakdown - **Free:** Essential income and expense tracking for individuals. - **Trial (14 Days):** Full, unrestricted access to all Pro features for evaluation. - **Starter / Business / Enterprise:** Team seats, unlimited invoices, recurring engine, and priority support. ### bKash, Nagad & Rocket Payment Verification Upgrade in minutes using mobile banking: [Image: bKash Nagad and Rocket Mobile Banking Payment Modal] - Click **Subscribe** on your desired plan. - Select your preferred payment method (**bKash**, **Nagad**, or **Rocket**). - Use *Send Money* to the specified merchant/personal number. - Enter your sender mobile number and transaction ID (TrxID), then click **Submit Payment Verification**. - Your plan is verified and activated promptly by our verification team. ---