mybookpad.com

What It Is

My Book Pad is a cloud-based project ledger tool for insurance restoration crews and general contractors, designed to replace workflows cobbled together from QuickBooks, spreadsheets, and cloud drives. It brings projects, receipts, expenses, partner splits, payments, change orders, and settlements into one workspace, with a particular focus on mobile data entry for disaster restoration and on-site construction work.

Core Features

The product supports two built-in project types: Insurance for claim-related jobs, with fields for claim number, adjuster, insurance company, date of loss, and Emergency/Rebuild phases; and Retail for renovations, new builds, and subcontracting projects, with support for quotes, customers, addresses, scope, change orders, and progress payments. Receipt OCR is a highlight: it uses Google Gemini Vision to recognize vendors, amounts, dates, tax, and categories, and also supports offline photo capture with queued syncing. The Money tab calculates revenue, expenses, partner shares, HST, and take-back in real time. It also supports cross-workspace collaboration, allowing external contractors to enter expenses in shared projects and settle automatically.

Pricing and Trial

Pricing is straightforward and charged by workspace rather than by seat. Basic is $39/month with up to 5 active projects; Pro is $69/month with up to 25 projects, adding auto-settlement, reports, and CSV export; Enterprise is $199/month with unlimited projects plus dedicated onboarding, SLA, and phone support. All plans include a 3-month full-featured trial with no credit card required. If no subscription is purchased after the trial expires, the workspace becomes read-only.

Pros and Cons

Its strengths are the strong fit with industry workflows: insurance fields, phases, HST, profit sharing, and cross-company collaboration are handled more directly than in generic accounting software. Unlimited team members are friendly to field crews, and the PWA is well suited to mobile use. The downsides are its relatively narrow industry focus and the fact that it cannot replace a full accounting, tax, or legal system. Apart from Gemini Vision and Stripe, there is no visible information about integrations with accounting software, APIs, or a developer platform. On security, it describes isolated SQLite databases, export, deletion, and encrypted backups, but does not disclose certifications such as SOC 2 or ISO.

Who It’s For and Access from China

It is best suited to restoration companies, general contractors, and subcontracting teams in a North American context that need to manage insurance claims, HST, partner splits, and field receipts. The provided text does not mention access from China. Payments are monthly in USD via Stripe, so companies in mainland China may face uncertainties around payment, local tax requirements, and network access. For deployment in China, Kingdee or Yonyou combined with Feishu or DingTalk multidimensional tables and project management tools could replace parts of the workflow, but an industry-specific split-settlement and receipt OCR loop would need to be built separately.