Bookly Software


 

Bookly is an online bookkeeping solution that enables small business owners to handle accounts and track their financials. The vendor also offers tax consultations and tax preparation services.

Bookly helps users to connect bank accounts, applications and credit cards to send data to the bookkeeping team. Users can manage reconciliation, invoicing, transactions, payroll, payments and more. Business owners can add various accounting teams to work collaboratively in real time. The solution also helps team members interact with each other using live chat, email or phones.

Bookly has a search feature that allows users to filter transaction data by date, account type or category. The dashboard feature helps users keep track of companies' overall financial performance. The solution also offers third-party integration with time tracking, inventory management and point-of-sale software.

 

Bookly - Edit appointment
 
  • Bookly - Edit appointment
    Edit appointment
  • Bookly - Calendar
    Calendar
  • Bookly - Mobile login
    Mobile login
  • Bookly - WordPress plugin
    WordPress plugin
Supported Operating System(s):
Web browser (OS agnostic)

36 Reviews of Bookly

Showing 1-20 of 36

 

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Tegan from Querencia Studio

June 2017

June 2017

The team at booky has been friendly, accessible, and extremely helpful.

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Pros

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.

Cons

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.

Source: Capterra
 

Anita from See Life Paulagics, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Bookly Makes Books Easy! I dreaded using other programs because I'm not the best with numbers.

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Saved time by not spending hours trying to figure things out. Saved money not buying upgrades over and over for software that is too difficult to use. Saved my sanity by knowing that my books are correct at all times and having access to a real accountant everyday.

Pros

Automated and easy to keep up with monthly instead of waiting until the end of the year! Having a knowledgable accountant at my beck and call makes me feel confident that what I'm doing is correct always, and if I have a questions it is easily and quickly answered. I hated using other software programs like the one that just stopped supporting the version I was using because they want me to pay for another upgrade. With Bookly, there is no capital upgrade outlay, just a monthly fee that covers everything. I like the way the software pulls in my data in from my accounts and then my accountant just asks me simple questions about what the expense was for and then determines the correct category. I love the ease of being able to ask a question of my accountant and get an answer fast. I don't have to think about what I'm doing from day to day. I just login and see what our financial picture looks like. You won't find a software product with the simplicity and clarity than Bookly has. I love the weekly cash flow updates too. If Quickbooks or other programs are too difficult for you to use Bookly is your answer! It's far more valuable than the price charged. Peace of mind is priceless. I don't worry about receipts that I don't know what to do with. I just upload them and let my accountant handle it. It's like a Butler for your Books!

Source: Capterra
 

Jeremy from EM Global, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Great Programs

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Value

Its all in one and easy to use.

Pros

I like how it has everything in one. I can do my invoicing and keep up with all my finances. I do a lot of work out of office and can keep up with all my billing and finances on my Ipad. I highly recommend the program

Cons

I have been trying to change the name of my company, I can't find how to do that. We renamed our company. I also am having problems downloading my bank account information into Bookly. I haven't contacted support yet.

Source: Capterra
 

Travis from Still Got It Fitness
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Very Helpful. As a start-up, we need all the help we can get, especially with financial things.

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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.

Pros

Easy to understand and intuitive. I like the fact that each expense and income source can be categorized.

Source: Capterra
 

Michelle from CrossFit 330

May 2017

May 2017

Finally my books are in order!

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Pros

That my books are in order and I know where my expenses are and my money is going. My book keeper reaches out with any questions they have and always answers my questions quickly.

Cons

Really my only complain (other than seeing that I spend way too much money a month) is that I have to resync my accounts a lot

Source: Capterra
 

Sarah from Newport Strength
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Love working with the simplicity of Bookly! They are on point with how modern business is run.

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Pros

Communicating with my accountant is simple and lots of transactions can be clarified in only a few minutes. Keeps everything organized and easy to read. Love the dashboard and how clean/clear everything looks. It's so easy for non-accounting business owners to keep on track with everything.

Source: Capterra
 

Dasan from Echo Printworks
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Amazing service, knowledgeable and accessible

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I've been putting off handing off my bookkeeping and accounting for YEARS much to my detriment. Finally did it, and very happy I did. The service is very easy to use, and I was even able to call my bookkeeper the day before the tax deadline this year and we spoke for 45min to get some last minute stuff worked out. Seriuosly fantastic, and cheaper than other services out there.

Pros

Easy to use and understand, and everyone at Bookly is very knowledgeable about using it as well.

Cons

I'll let you know when I find one. Maybe that it's not free? haha j/k

Advice to Others

I've already recommended this to a few other business owners i know.

Source: Capterra
 

Justin from JC3 Productions Inc.
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Great Company!

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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!

Pros

Ease of use, intuitive and never down for maintenance.

Cons

Nothing that I have experienced so far.

Source: Capterra
 

Travis from Still Got It Fitness

April 2017

April 2017

Bookly Software Review

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Everything has been good so far. Very easy to use. I use it to check up on our expenses occasionally does a great job of helping us see where the money is going.

Source: Capterra
 

Kayla from Spring Glen Veterinary Cinic
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Love This Service!

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My account specialist is fantastic. He answers by questions quickly and effectively solves any issues I may have. Customer service is always extremely friendly and helpful and the service takes a huge weight off of my shoulders.

Pros

Easy to navigate and easy to get help.

Cons

I would like to have more control over changing categorizations of transactions.

Source: Capterra
 

Tammy from ABC Fitness Connection

April 2017

April 2017

I am in BOOKKEEPING Heaven!

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I can use Bookly.co with ease without wasting a ton of hours learning to navigate it and did I mention that it is very reasonable?

Pros

The ease to use and it did not take hours for me to learn to use and navigate. These were very important to me.

Cons

- Revamp the ability to add milage because the one entry at a time is brutal.
- If customer using tax service, then ability to ADD other expense totals i.e. TAX INFORMATION and under it categories (W2: ____, Cash Donation Total: _____, Student Loan: ___)
- Files ADD categories i.e. 2015, 2016, 2017 so we can group files together by the year not when it was uploaded.

Advice to Others

Nope

Source: Capterra
 

Paul from See Life Paulagics LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Give Up Your Headaches!

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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!

Pros

Ease of use! Accuracy of categories and simplicity of linking accounts!

Cons

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.

Advice to Others

I love it. I would like to be able to pull a report that shows detail about how our company is doing per trip, not just the overall picture.

Source: Capterra
 

Roy from Unique Event Elements

April 2017

April 2017

Best bang for your buck

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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.

Source: Capterra
 

Jeff from Martin Remodeling llc
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Very happy

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Being new to owning a business it was nice to have someone in my corner explaining everything to me to take the stress away

Pros

Ease of use

Cons

Built very well for most companies however having a very small company a lot of what is offered is useless

Source: Capterra
 

Ashley from Core Cardio Fitness
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

CCF Bookly Review

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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

Source: Capterra
 

Brad from TochiLife
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Bookly's Amazing!

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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.

Source: Capterra
 

Danielle from Le Cafe
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

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

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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!

Advice to Others

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
 

Kimlan from App Connext Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Review Mar 2017

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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

Source: Capterra
 

Cameron from Maple Syrup Farm LLC

March 2017

March 2017

Accounting for a Farmer

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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"

Advice to Others

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
 

Milena from CHameleon Marketing Group LLC

March 2017

March 2017

I vote yes for Bookly

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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.

Source: Capterra