Deskera Books Features

Deskera Books

Deskera Run Your Business

4.45/5 (62 reviews)

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ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Audit Trail
Automatic Billing
Bank Reconciliation
Billing & Invoicing
Budgeting/Forecasting
CPA Firms
Client Management
Client Portal
Collaboration Tools
Compliance Management
Contact Database
Contact Management
Credit Card Processing
Customer Accounts
Customizable Templates
Dashboard
Data Import/Export
Data Visualization
Discount Management
Distribution Management
Document Storage
Electronic Payments
Email Management
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Government
Fund Accounting
General Ledger
Income & Balance Sheet
Inventory Management
Inventory Optimization
Inventory Tracking
Invoice Management
Invoice Processing
Mobile Access
Multi-Currency
Multi-Location
Online Payments
Order Management
Partial Payments
Payment Processing
Payroll Management
Performance Metrics
Price / Margin Management
Prioritization
Procurement Management
Product Catalog
Profit/Loss Statement
Project Accounting
Project Management
Project Planning
Project Time Tracking
Project Tracking
Proposal Generation
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Updates
Receipt Management
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Reporting/Analytics
Sales Orders
Sales Tax Management
Search/Filter
Status Tracking
Stock Management
Tax Management
Third Party Integrations
Time & Expense Tracking
Timesheet Management
User Management
Vendor Management
Visual Analytics
Warehouse Management
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Audit Trail
Automatic Billing
Bank Reconciliation
Billing & Invoicing
Budgeting/Forecasting
CPA Firms
Client Management
Client Portal
Collaboration Tools
Compliance Management
Contact Database
Contact Management
Credit Card Processing
Customer Accounts
Customizable Templates
Dashboard
Data Import/Export
Data Visualization
Discount Management
Distribution Management
Document Storage
Electronic Payments
Email Management
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Government
Fund Accounting
General Ledger
Income & Balance Sheet
Inventory Management
Inventory Optimization
Inventory Tracking
Invoice Management
Invoice Processing
Mobile Access
Multi-Currency
Multi-Location
Online Payments
Order Management
Partial Payments
Payment Processing
Payroll Management
Performance Metrics
Price / Margin Management
Prioritization
Procurement Management
Product Catalog
Profit/Loss Statement
Project Accounting
Project Management
Project Planning
Project Time Tracking
Project Tracking
Proposal Generation
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Updates
Receipt Management
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Reporting/Analytics
Sales Orders
Sales Tax Management
Search/Filter
Status Tracking
Stock Management
Tax Management
Third Party Integrations
Time & Expense Tracking
Timesheet Management
User Management
Vendor Management
Visual Analytics
Warehouse Management
Workflow Management
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Mobile apps

iOS App


2 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

Deskera Books Feature Reviews

25 reviewers had the following to say about Deskera Books's features:

Munema I.

Accounting with an award-winning app

2021-09-13

Pros

I like that Deskera Books focuses on different aspects related to the money side of things of your business: creating and sending invoices (by creating them from scratch or relying on one of the Deskera Books templates), tracking your bills purchases, and expenses, keeping track of your inventory, and getting real-time reports.

Cons

The "full" dashboard does affect the user interface, no doubt

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Arman M.

An affordable alternative to Xero and Quickbooks

2020-11-13

Very easy also to switch from their user interface since it takes the same terminology any accountant CPA would do.

Pros

- Multicurrency - US Tax compliance Ready - Inventory Management - CCPA & GDPR compliant Very solid and quality product overall. great combo if you use the full suite (namely Deskerra Sales CRM + People for HR).

Cons

EU Tax compliance is lacking a bit at the moment but being in touch with their development team I know it will be live very soon.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
saurabh p.

Best tool to have in this Corona Time

2020-12-02

Pros

They do have good plan ahead like launching store .I love the CRM part the most as its very user friendly .One of my reason is their integration with their inventory integration especially with woocommerce.

Cons

everything is good with this product.only thing they should be working in support and knowledge base

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Julien A.

Dynamic System, Easy to Functionality, Great Reporting

2017-06-27

Pros

It is very reliable ERP system; dynamic business suite with multiple applications like stock, billing, purchase, orders, expense, reports). easy to use functionality great reporting

Cons

Graphic interface need to improved, currently it's too old, required some extra efforts and time for new users.

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
Source: Capterra
Helpful?   Yes   No
Read more
Jermain K.

Everything I need to manage my business

2020-11-30

Pros

Inventory management is very important to me to keep track of everything in my store.

Cons

For what I'm using it right now there isn't anything not to like. It does the job perfectly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
aka r.

Deskera will rule in this era

2020-11-29

I am happy that now I can go for a real expansion of my agency.

Pros

Deskera functionalities are awesome and they have made an amazing general user interface Deskera delivers maximum possibilities in almost all aspects Their mobile app is incredibly well designed and useful.

Cons

Integrating Deskera with some more third-party software and saas apps will make it even more useful for me.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Natapol S.

A True All-in-One that does it all!

2020-11-30

Pros

- UI/UX are very pleasant to work with and intuitively easy to start immediately out of the box. - Bookkeeping/ERP functions are great and cover everything you need to do in this are - The app is quite fast and smooth - Mobile App is very well made.

Cons

- I would love a compliance with my local IRS (Thailand) - Integration with local Thai banks is missing

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Lata M.

Deskera is a boon for small businesses.

2020-04-30

This software helps in taking the business digital right from accounts, CRM to ERP management. The software’s pricing too is not very expensive and the customer support is really helpful.

Pros

I run a small organization where I used to face difficulty in keeping track of my finances.

Cons

The software took a while for us to getting used to that’s when we reached to their customer support who helped us extensively to get on board with it. Since then have found this very useful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Vinh N.

Great All In One Replacement For Your Bookkeeping

2020-11-04

Would like to see more integrations with other 3rd party sofware.

Pros

Im pretty confident Deskera will become a major player in the near future. The UI is very user friendly and I can create entries quickly.

Cons

It is still young so it is not as feature rich as say a Quickbooks or a Gusto, but it is progressing well and has many features rolling out soon.

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
Read more
Hemant S.

Stop paying for multiple tools and apps after switching to Deskera

2020-11-24

We're quite happy about it after switching from Intuits QBO has it's quite complex to use. Most of our business needs get fulfilled from the Deskera.

Pros

It has all the features which we ever wanted for running over business like CRM, Invoicing tool, and Finance management module to understand the flow and utilization of the money.

Cons

Nothing as such but native integrations with Yes Bank and Bank of Baroda as well as some essential features like revenue projections and forecasting will make it a killer business tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Carrie S.

Deskera is a great combination business solution platform!

2020-11-30

Pros

And I have to give a shout-out to how interactive and responsive this company's management team is, as well.

Cons

I think that the CRM portion could use some more advanced features, and I have faith that the wonderfully responsive Deskera management team will take all of our suggestions to develop the product to its full potential!

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
Read more
Christopher K.

Deskera: Affordable Solution to an Expensive Problem.

2020-11-28

The charts, reporting features and accounting help make my life easier.

Pros

I love that its an affordable solution to an expensive problem, meaning its is an all in one suite that tackles problems from all angles and is completely easy to learn with just a bit of onboarding.

Cons

From my research, the company is trying to expand from its comfort zone in SE Asia to the West and is compared often with Zoho Suites, another amazing product which is a bit pricey, AKA too rich for my blood at the moment. There are minor hiccups with Deskera but are mostly my own fault that is solved with a quick chat to the responsive customer support team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Azim R.

Ease of use, smooth experience

2020-11-30

As thing get easier with this software, we can focus more on other things.

Pros

CRM, api. These 2 things really make deskera different.

Cons

As I'm using other bank rather than integrated bank, it makes extra effort to key in some data manually.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Ethan T.

Awesome Features and Support

2017-04-07

I like the compliance of the system.

Pros

Ease Customization Value Added Features Customer Support

Cons

None

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Deskera Books

I highly recommended this software, Integration with other application is hassle free .

Source: Capterra
Helpful?   Yes   No
Read more
Karan U.

Real-time updates, easy to use and works on cloud

2017-04-14

Deskera makes you responsive and agile with fully configurable product capabilities and real-time notifications and updates.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, myself only employees)

Great SMB accounting software with loads of extras

2020-11-04

Pros

While there seems to be a bit of a learning curve, it's not all that different, and there is a large feature set. Accounting *alone* is worth the price for me.

Cons

Customer service has been very responsive and let me know it's under development, but for now I still have to import items which is annoying.

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
Read more
Tae Y.

Making the Switch

2020-11-30

It covers distinct separate phases of my company and allows for the combining of different paid services. I look to continue saving on monthly expenses by having an effective and budget friendly solution.

Pros

New features and integrations are being deployed frequently, adding value to the purchase.

Cons

I wish there was a way to import all my data and make the process a bit quicker and smoother.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Akhmad Syaiful N.

All in one ERP Software for SMB

2020-12-07

Awesome ERP Software

Pros

I like all the complete features on deskera, from books (Accounting), people (HR), CRM (Sales), and the latest with a website builder, all of which are available at affordable prices for such a complex system, the features are also integrated with many other applications It makes it easy for us to import a lot of documents, and I really recommend this for people out there, especially SMB to immediately take this deal, because when it passes, you will definitely regret it, out there are many applications that pay thousands of dollars and the deskera is very affordable, especially with a mobile application that is cool and can be taken anywhere so that we can see where our business performance is through the application, this is an honest review and you have to try it yourself, thank you

Cons

So far there are no complain, what you have to check is deskera have compliance with your country or not

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
Read more
Landon K.

Early Use - Huge Upsides!

2020-11-27

We are a new startup in Canada and I have to say that Deskera looks to be a surefire winner when it comes to the features offered in their program.

Pros

Bookkeeping, CRM, inventory management, email campaigns, so so many.

Cons

As with all early use programs, they are constantly evolving so some of the features are not as polished, but I have full confidence they will improve rapidly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ruby V.

A complete software suite with a very affordable price

2020-11-15

Using a complete and modern business suite which has a high degree of compliance with Indonesian requirements without doing any customization is just like a dream come true.

Pros

The software provides a complete functionality that suits my business, especially its high degree of compliance with Indonesian requirements.

Cons

By the time I purchased the product, there is no integration between customers in Deskera Books and contacts in CRM module.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Publishing company, myself only employees)

Great Mobile Experience. Great Software

2020-11-20

Deskera Books is still a work in progress, but the product is evolving rapidly. As it stands now, Deskera Books has more than enough features for you to run your business.

Pros

Deskera Books is amazing on mobile from a UI/UX perspective.

Cons

Deskera doesn't have cash-basis accounting as an option, which could pose an issue if you rely on that accounting method.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, 1-10 employees)

Completely Amateur Software

2021-07-21

All while wasting 30+ hours QA'ing the product for them because they don't know how to integrate with Stripe properly.

Pros

Nothing was positive about this experience for 4 months.

Cons

It's been 1 month since my original request to have fixes to something so simple, and more importantly, REASONABLE. (1) Email invoices directly from Deskera app (2) Add a payment link in the body of the email. (3) Add a payment link to the attached invoice. (4) Add payment details to their Integrated "Stripe Express" Dashboard. For bug (4), imagine as a business owner receiving 20 payments and none of them have customer info or any other details, all that Deskera shows is a blank page with totals.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Marilyn D.

This Is a Now and Future Purchase

2020-12-07

One of the reasons I looked at this deal was to streamline my systems, which currently consist of several products. Some of what is offered by Deskera; the Warehouse, and Packing and Shipping for example, is beyond what I need, however it is great to know those features are there for the future.

Pros

There's also the option to upload a demo company App before you get started so you can safely have a play around and set up new invoices, bills, and see how everything works without compromising (or messing up) your own data while you learn.

Cons

There is still some work to be done with UK compliance, however the completion of that is on the roadmap for Q4 2020.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Raul F.

Your desk to keep things in place

2020-11-20

Pros

I plan to integrate my shopify store (or use their own ecommerce platform to have a clear view of data as Cost of Good Sold, real profit, best customers, etc).

Cons

Some features are now being developed. What is good because they are done listing to the market and with the newest technology.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alexander M.

If you just took a bite of a lemon then Deskera will surely sweeten up your morning

2020-11-22

Customer satisfaction 100%. UI 100%. Bank reconciliation for my accounts (Xero didn't have my banks) 1000%!!!

Pros

Its all integrated! This really has the ability to provide a fully inclusive platform for startups. Additionally, the Appsumo pricing was an enormous help however I've seen the regular pricing and charging for admins only is the first of its kind. Really showing its priorities for startups.

Cons

The CRM isn't quite fully featured and for now I will stick with CompanyHub.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more