Bookly Pricing, Features, Reviews & Comparison of Alternatives

Bookly Reviews

Bookly

Online bookkeeping specifically aimed at small businesses

4.5/5 (22 reviews)
3,924     4,993

Bookly is an online bookkeeping service that has been designed specifically to address the demands of small businesses. Bookly functions as a WordPress plugin, which works in tandem with an iOS application for instant communications with the Bookly team. Extending its reach beyond the limits of a traditional software application, Bookly offers personalized tax consulting in its Starter version, and additional tax consultation as well as tax preparation options in its Essential and Enterprise versions.

Bookly provides real-time bank feed and reconciliation, allowing users to keep up with the books directly from the Web. Bookly offers users access to live bank data, transaction details, and tax information. Bookly connects with all types of financial accounts, including credit card accounts. The app also features intuitive search and customizable reporting functionality. Users can send invoices and process payments within the Bookly interface. Users of Bookly can readily collaborate with others inside their organization as well as the Bookly accounting team. Communications are further expedited with the companion iPhone app, which allows users to instantly message Bookly on-the-go.

Bookly features 256-bit encryption and secure storage, allowing users to rest assured that customer data is safe.
bookly.co

Bookly Reviews (22)

Latest reviews

 CCF Bookly Review

Bookly has been tremendous in helping me organizing my goods and keeping me up to date. There level of engagement is great... they are there to remind and nudge you to get the important things done.

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Reviewed 21st of March by Ashley Lissaint

 

 Bookly's Amazing!

I use Bookly for my growing startup and I love it! I spend about a half hour/week viewing reports and making sure everything's classified correctly but for the most part it runs itself and I don't have to touch the bookkeeping, which is exactly how I want it. Communication with my bookkeeper is ...

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Reviewed 5th of March by Brad Henderson

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Bookly Screenshots (4)

Bookly screenshot: The Bookly WordPress pluginBookly screenshot: A calendar in BooklyBookly screenshot: Bookly on iPhoneBookly screenshot: Setting appointments in Bookly

Specifications

Intended Users
Small Business
Devices Supported
iPhone-iPad, iPhone, iPad, Web-based
Supported Countries
United States
Supported Languages
English
Support Options
Online Support, Phone Support

Bookly Pricing

Starting from: $99.00/month
Pricing model: Subscription

Starter: $99 per month
Essential: $199 per month
Enterprise: $299 per month

Competitors Pricing

AnytimeCollect

Pricing model: Subscription

Avaza

Starting from: $9.95/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

Host Analytics EPM Suite

Free Trial: Available (No Credit Card required)

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Key Features of Bookly

  • Accounting Management
  • Accounting Integration
  • Customer Accounts
  • Electronic Payments
  • Budget Control
  • Auditing
  • Audit Trail
  • Transaction History

Benefits

• Keep track of financial accounts and transactions from inside WordPress, with Bookly.
• Create and send invoices from Bookly.
• Collaborate with Bookly’s dedicated accounting and tax advising team directly from the Bookly iOS app.
• Receive tax consultation and prepare returns.
• Track financial performance within the Bookly dashboard.

Alternatives to Bookly

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Ashley Lissaint

CCF Bookly Review

21/03/2017

Bookly has been tremendous in helping me organizing my goods and keeping me up to date. There level of engagement is great... they are there to remind and nudge you to get the important things done.

Pros

ease of use. system is comprehensive but easy to use. I like the reports

Cons

going back and reconciling

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Brad Henderson

Bookly's Amazing!

05/03/2017

I use Bookly for my growing startup and I love it! I spend about a half hour/week viewing reports and making sure everything's classified correctly but for the most part it runs itself and I don't have to touch the bookkeeping, which is exactly how I want it. Communication with my bookkeeper is SUPER easy! I just send them a message through the service and they're very fast at responding. When my bookeeper has has questions about how to categorize certain transactions they make it super easy for me to answer their questions in no time through a quick link. The price is unbeatable for the service you're getting and the time it saves me. Any time I need to send a report to an external source it's right there, easy to download and send. And they built me an incredible financial projection model for an unbeatable price. Can't speak more highly of Bookly and the pain it relieves for me.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Danielle Papakanelou

Alas...I've been saved!!!!`

02/03/2017

As a restaurant owner, I have no time (literally if i want to sleep!) to input all my sales/spending info so at the end of the month I can see where all my money went! This company syncs up to your bank account, gets your sales data and inputs everything so that I can see in one shot where my money is actually going and where I could use some help! Everyone that works over there has been so patient and helpful...I feel like God has finally answered my prayers! It's so easy and I mean we text back and forth!!! I don't have to answer phone calls and sit on phone sessions for hours to figure anything out..and if they have questions I answer them when I can!! I don't have to play phone tag to get my accountant on the phone! It's all done online. I do wish that they had a phone app (but they have assured me they are working on one!) This company has saved me and my tax accountant is so thankful for them!! They also do taxes but opted out of that for my business! In one sign in I can see what my business is worth and my net income. I use to do all this on my own but literally just have excel spreadsheets with data...and that's it nothing really to go on much other than totals for the week or the month! It wasn't telling me anything, I felt just more of wasting my time! This company uses everything; my spending, my income...categorizes it and then helps me see where I am spending too much and how it's affecting my overall net worth! I recommend this to everyone and anyone looking to streamline their business!

Pros

It's so easy to use and I love that we text back and forth!

Cons

I think it's more personal, but I do wish they would send me a text or an email when they ask me questions...otherwise I guess I need to just get into the habit of checking it more habitually!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Bookly

It does take some time to get a question that I have answered...but I think I am sending it to the wrong person...so this could be totally my fault!

Source: Capterra
Helpful?   Yes   No
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Kimlan Do

Review Mar 2017

02/03/2017

It has been a great experience working with assigned staff at Bookly. My account are up to date with detail report every week.

Pros

ease of use

Cons

Categories cannot be in a tree format with sub categories

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Cameron Hastings

Accounting for a Farmer

01/03/2017

Bookly has been very helpful so far for keeping track of my spending on maple syrup production. It is perfect for getting a look at my business as a whole. However, being able to take a more granular perspective to more easily sort out my different products and be able to attribute sales or expenses to certain clients or vendors as part of the transactions page.

Pros

Very easy to use for its purposes anf readily available support. Support and tax filing are main reasons I currently use this service.

Cons

Doesn't include as many features as I would like such as being able to separate transactions by product I manufacture or client or vendor. I want to be able to attach more data to each transaction and then sort through those transactions with more granular category such as "transportation costs for product a sold to clients A and B" or "equipment for product B"

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10

Recommendations to others considering Bookly

More analysis features. Would be nice to use the trove of data that Bookly must have to allow me to compare my business to others as well as an ability to create graphic reports.

Source: Capterra
Helpful?   Yes   No
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Milena Lyons

I vote yes for Bookly

01/03/2017

Since hiring Bookly my books are easy to see at a glance, communication is terrific and promot, all if the accountants have been very knowledgeable.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ryan Leonard

Value is worth the cost

01/03/2017

The value is 100% worth the cost. Bookly's accounting software isn't as high speed as as quickbooks. However, they make it up with their customer support. The cost of bookkeeping from Bookly is best I've seen on the market.

Pros

It is simple and user friendly.

Cons

I am not able to upload my own transactions VIA a CSV file. And the limited amount of reports the software is able to generate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10

Recommendations to others considering Bookly

I'd like to see more functionality in the "Reports" section. I'd like to be able to create a budget as well as compare actual vs the budget. A statement of cash flow would also be a useful report. Additionally I'd like to see a better way to upload files for assets and/or liabilities. My vision would be to not utilize dropbox to store loan documents and/or purchase agreements for assets. Ideally there should be a clean way to organize it within the Bookly software, so if I get assigned another Bookkeeper, or if I want to add a collaborator to log into my account all the source documents are available within the Bookly software. Finally I'd like to be able to make "sub categories" when categorizing transactions. For example Vehicle Expense is a category and Gas/Fuel would be a sub.

Source: Capterra
Helpful?   Yes   No
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Dan Griffiths

Perfect for Small Businesses

25/02/2017

This is a great way for small business owners to automate most of their book keeping. It links directly with bank accounts and has good reporting functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
David Langley

Bookly is huge timesaver!

18/02/2017

I converted to Bookly from Quickbooks last year and never looked back; this is an excellent value plus the support staff are highly-responsive. Bookly is a huge timesaver which eliminates 20-30 each month of rather tedious bookkeeping duties. My only criticism would be the rather limited reporting functions. Although the income statement can be exported to Excel there is no functionality to break the data out by month --- would like to see this become available.

Pros

Ease of use. Huge timesaver compared to Quickbooks.

Cons

Very limited reporting functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Rebecca Walsh

I actually look forward to financial meetings!

07/02/2017

I could not be happier or more impressed with the bookly team. They are wonderful to work with, really know what they're doing and have an amazing work ethic, while still managing to be calm, friendly and relaxing to work with. They keep coming to my financial rescue time and time again. They are also helping a complete procrastinator and slacker like myself get ahead of problems and truly be on top of my businesses finances. The most amazing part is how little time it is taking me to make that happen. They have streamlined the process and the amount of work required from me is minimal. i truly could not imagine finding a better financial service.

Pros

Ease of use

Cons

Nothing. It's amazing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10

Recommendations to others considering Bookly

Don't waste time on anything else. I've used QuickBooks and PeachTree. There's no comparison. Bookly is a whole different world.

Source: Capterra
Helpful?   Yes   No
Read more