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Reviews summary
4.5
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Anonymous Reviewer
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Stephanie L.
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Joanne L.
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GREGORY S.
103 reviews
Recommended
Christopher S.
Real Estate, self-employed
Used monthly for 1-2 years
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Bookly is great. The support is amazing. The time commitment was more than I expected, but my finances get a little complicated at times.
The software is very interactive, with chat functionality and followup. It also is a one stop shop for all of the financing and tax / ledger tracking.
The software doesn't really tell you when your connections have been lossed to your financial institutes. You won't know until you login and go to the accounts page.
Lindsay T.
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I have been with Bookly since it was TaxAlli back in 2012/2013. I love the Customer Support and responsiveness above all. To be honest, the software itself has some kinks to work out in the transactions and reporting side. The service and convenience more than compensate for the progress the product still has to make. At the end of the day, I'm a single member LLC, and I love that this is a company I can trust to do my accounting and taxes. I have a really clear view of where my money is going across accounts, and when I do need a custom report, I get it fairly quickly.
No pros were added to this review
No cons were added to this review
Kevin W M.
Verified reviewer
Used weekly for 6-12 months
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A reminder of why I need to use your system to solicit testimonials in the future.
In addition to being comprehensive, it is completely intuitive. There is effectively nothing to learn in order to be up and operating as soon as your accounts are linked.
No cons were added to this review
Travis G.
Self-employed
Used weekly for 6-12 months
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financial organization, everything in one place, friendly service, company that can handle us now matter how small we are or how big we become.
Easy to understand and intuitive. I like the fact that each expense and income source can be categorized.
No cons were added to this review
Tracy W.
Photography, self-employed
Used weekly for less than 6 months
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This plugin offers us the ability to allow our customers to order and pay for our services online. Scheduling an appointment for our services and paying online were two of the things we wanted to automate most on our site. We tried several different plugins but none would let us achieve this so perfectly as Bookly did. The products just works!
I would like to see improvements in the receipt and follow up emails to customers and staff. They are not aesthetically pleasing to the eye. Hoping they improve this functionality.
Justin C.
Entertainment, self-employed
Used monthly for 1-2 years
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When I first started my business, I tried to do the accounting on my own. Needless to say, after a short time I was in over my head. I shopped around and found Bookly and have never looked back. From their price to their customer service, I have never once felt like I wasn't being taken care of. I would recommend to anyone who needs online accounting to look no further. Go with Bookly!
Ease of use, intuitive and never down for maintenance.
Nothing that I have experienced so far.
David B.
Information Technology and Services, 1-10 employees
Used monthly for 6-12 months
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It's been 7 months with Bookly and so far I'm pleased with the service and the cost. The website is easy to use and the information detail makes it quick to find what you're looking for. Having a business and personal tax preparation included in the low fee is far better than the 4 previous bookkeeping services I've used. The value is unbeatable with the Bank of America discount.
It's easy to use from your smartphone or computer.
The desktop site isn't a Responsive Web Design that fits all screens, you have to scroll horizontally to view all your data.
roben a.
Used monthly for 1-2 years
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Its soooo easy to use and run reports. It almost runs itself. One click and you can run and print an important financial report in 10 seconds or less
I wish there was a cash flow report that could be run as easily as a balance sheet. Also the Barclays Mastercard does not sync so constantly have to send in hard copies on excel to have actual person input the data.
Stephanie L.
Accounting, 1-10 employees
Used weekly for less than 6 months
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Fabulous bookkeeping service!
I really love how easy it is to know what's going on with my accounts, and outstanding invoices. The graphics are fabulous and my favorite feature by far! Having a bookkeeper and customer support that you can reach out to at anytime with questions is phenomenal! Great service!
Some things aren't as intuitive as I would hope but they do seem to be getting better each week, so there must be a great tech team at work continually designing because each month the features seem to improve.
Julio M.
Verified reviewer
Consumer Services, 1-10 employees
Used weekly for less than 6 months
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This year I feel a huge stress relief, the anxiety of getting my taxes done, finding a dependable accountant, not being charged for bad bookeeping, words can't describe how happy I am with my experience with KPMG SPARK!
I think what makes this software work are the accountants assigned to work with you. They are amazing at getting your businesses finances organized without the drama.
I wish I could approve access for my accountant to link to my financial accounts so that I didn't have to upload, download, statements, etc.
Damien W.
Health, Wellness and Fitness, 1-10 employees
Used weekly for 6-12 months
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I love how Bookly connects directly to my bank and organizes my spending accordingly. The dashboard is streamlined and easy to understand as well. Customer services is usually pretty fast.
No pros were added to this review
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Hristo H.
Health, Wellness and Fitness, 1-10 employees
Used monthly for 1-2 years
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I can rely on bookly. When I speak with my business advisor and she asks for some data, I can turn to bookly and they will provide it in no time. I love that
I love the software but the live support is unmatched
So far I love it but I think knowing more details about how our business runs and creating more loop holes for tax savings would be best
Paul G.
Recreational Facilities and Services, 1-10 employees
Used monthly for less than 6 months
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Bookly has made our lives so much better. No more spending hours on end at the end of the year trying to pull together lists of expenses paid throughout the year. With a few minutes a month, Bookly and the awesome accountants there make bookkeeping simple and easy. I link my accounts directly and almost like magic the month is summed up for me in record time. I don't think we could go any longer without Bookly managing our very small business books! It gives us so much more time to dedicate to building our business and enjoying our lives. Bookly takes the stress out of tedious jobs that no one really enjoys!
Ease of use! Accuracy of categories and simplicity of linking accounts!
The price (we are so small it's hard to handle). Having to write notes to the accountant instead of putting in the categories myself -where I know they should go.
Roy A.
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I only wish I would have heard about this company sooner. Having payroll and bookkeeping in one area for a low price is not only saving money but the level of service is great as well. This is definitely an exception to the rule of "you get what you pay for". You definitely get more that what you pay for. I've only been using them for a short time but I do not see myself going anywhere else.
No pros were added to this review
No cons were added to this review
Andrew A.
Verified reviewer
Information Technology and Services, 1-10 employees
Used weekly for less than 6 months
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I am a small business owner, and the financial/accounting side of things are not my strong suit. KMPG has been extremely helpful with their Bookly service. I love the ability to text them a question through my phone and get a detailed answer back quickly.
Their software is constantly improving, but at the moment it's a little bit of a work-in-progress when it comes to design and ease of use compared to some of their competitors.
Michael A.
Marketing and Advertising, 1-10 employees
Used weekly for less than 6 months
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I knew I was getting in over my head and needed a partner so I could focus on my growing business. Bookly is that partner for me. I know I'm in good hands and they take care of my bookkeeping, have a CPA for my regulatory questions, and offer payroll to set me up with confidence for future growth. Do yourself a favor and partner with them today so you can focus on what do what you do best too.
Easy to use and the support team is great
Looking forward to a few. New features in the billing module
Anonymous Reviewer
Verified reviewer
Photography, self-employed
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This simple software helps a small business tracks it expenses and revenue easily. Also it helped us send out invoices easily so we can get paid.
The fact that they had 3 plans made it a little hard to pick the right one, maybe I am just too indecisive.
Jesse O.
Health, Wellness and Fitness, 1-10 employees
Used weekly for less than 6 months
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Ease of use.
Quick access to reporting, whereas before, I had to email my bookkeeper and wait for several days before I could get the same reports. Also is something is miscategorized, there is easily functionality to recategorize the expense.
Sometimes there is some lead time to get questions/issues resolved. This has improved as both my bookkeeper Dora and myself have gotten accustomed to our needs.
Leslie T.
Used weekly for 6-12 months
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None
No pros were added to this review
I had a very unpleasant experience. From the get go they were behind by several months. My numbers were never correct. I finally had to hire a cpa to get it all fixed and was told I would receive a refund. True to their form, I never received that refund and they stopped answering my emails. Extremely disappointing service.
Sarah S.
Used monthly for 1-2 years
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Peace of mind.
It's very user-friendly and easy to pull up reports that I want. Easy to fix any bookkeeping mistakes etc.
Customer service is rarely quick to respond and I often have to email a couple times to get a response if they don't respond immediately. My accountant got my taxes done but he didn't ask any questions to help me get the best return and/or write offs/depreciation. I don't know these details so being able to connect with him would be more helpful. I won't do my taxes through Bookly again.
Tegan M.
Used weekly for less than 6 months
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As a small business owner with very little accounting experience, it's nice to have someone who knows what they're doing keeping an eye on things without having to hire an accountant.
It's somewhat expensive, but not too expensive for the services provided. Also, it would be nice to be notified more regularly when there are questions about the account.
Kevin G.
Verified reviewer
Individual & Family Services, 11-50 employees
Used weekly for less than 6 months
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I have had trouble finding a good cpa and book keeping here in town. They are all so busy and I felt like a small cog in a big wheel. With KPMG I have a book keeper that I am building a relationship with and we have quick turn around on all the issues presented so far. I finally feel like my business matters.
I like the ease and quickness of the software.
At this time, I don't have anything I dislike.
Stephanie E.
Verified reviewer
Used weekly for less than 6 months
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Looking forward to getting books up to date real time and up to date whenever I want to see where our company is financially.
Seems easy to navigate, easy reporting functions. The bookkeeper assigned is readily available to get everything set up.
Cannot always do auto loading of credit union accounts. It has been a longer process to get set-up and my books caught up.
Anonymous Reviewer
Verified reviewer
Used weekly for less than 6 months
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This software was easy to set up and it's easy to create several different forms for your website. There are different functions that you can set up.
It took some time to figure out how to customize these forms to look exactly like I wanted them to. We ended up going with a different form company because of this.
Dani B.
Real Estate, 1-10 employees
Used monthly for 1-2 years
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My is experience was HORRIBLE. If you want proof, send me a private message and I will send you the email chain and proof of debits! They never paid anyone back. HORRIBLE COMPANY.
The idea is great but it is not executed well.
This software is coupled with a designated representative. DON'T BE FOOLED. RUN. This company changed its name from BOOKLY to KPMG Spark. They owe me thousands of dollars. Research BOOKLY.CO and you'll see.