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.



91 Reviews of Bookly

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 91 reviews

December 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Bookkeeping Software For All

Pros

This software is fantastic. I used it under the original name (Bookly) and have been a customer ever since. What the business is doing is wonderful and you can't ask for better customer service. You work with a specific account manager that helps you with any and all bookkeeping issues.

Cons

The software is in its early stage and is improving. Some features you want added may take a little time, but rest assured it will happen.

December 2018

William H. from Clickbase Corporation

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Ideal Accounting solution for small businesses

We can quickly see the monthly results of our business activities and make corrections in our business model much quicker than we were when we posted to QuickBooks and submitted the results to our account after the close of the quarter. It often would take them another 3 months to product our final reports, which put us behind in making needed corrections to keep our business profitable and growing at the rate we had forecasted.

Pros

We were please to be introduced to KPMG Bookly team at eBay Open this past summer. We had been planning to either go with QuickBooks Enterprise or Go Daddy Accounting for our new eCommerce business. With Bookly we not only have a software package to handle our accounting but a personal bookkeeper to make sure we are posting our accounting data correctly. We the other solutions we were considering, there was no personal interface, and we still would have had to hire an accountant to review our results after the fact. While we are fairly versed in sound accounting practices, it is great to have a bookkeeper looking over our shoulder to make sure we are consistently following the best practices for our accounting.

Cons

We would like to see a checklist added to Bookly to ensure we are consistently entering the required data for each aspect of our business each and every month.

December 2018

Jay from Security Minds Inc

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

Great Tool For Small Business

Pros

Functionality and Ease of Setup for businesses

Cons

Banking Integration and Security of tools when using with mult-factor authentication

November 2018

Colin from Cobb Design

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

4 of 5

November 2018

Straight-forward Bookkeeping

Pros

I love the at-a-glance UI. They've made keeping track of my accounting very simple and have removed a lot of the stress. I thought it was very user-friendly and they make is easy to correct any errors.

Cons

Customer service has been slow to respond on occasion.

November 2018

Andrew from A2 Services

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

KMPG Spark/Bookly is a Powerful Small Business Tool

Pros

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.

Cons

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.

November 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

5 of 5

November 2018

In's and Out's

Pros

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.

Cons

The fact that they had 3 plans made it a little hard to pick the right one, maybe I am just too indecisive.

November 2018

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2018

Bookly

Pros

good transparency
east to use
quick data entry and exports

Cons

I dont get a text or an email when they ask me questions.
could have better notifications
better support.

November 2018

Zachary from Zachary Albudri Veterinary Services

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Great service for the independent contractor

So far, so great! I can't say thanks enough!

Pros

It's easy to use and has a clean interface.

Cons

I migrated over from intuit quickbooks and I appreciated having:

1. Automatic GPS tracking for mileage
2. Taking snapshots of receipts to embed to my transactions

It'd be nice to see those features applied

November 2018

Julio from Wax Man Spa

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

3 of 5

November 2018

Accounting I can count on!

It took me forever to sign up with Bookly because I have gone thru hell with accountants in the past. I remember not being able to sleep for 3 nights over tax stress and I am so happy that I finally called bookly and they walked me thru it all. Im happy, laughing, joking and feel like myself again! The stress is melting away everyday. TY!

Pros

I think as of so far I really like the communication I got from the initial consultation. The way its set up to answer questions from your accountant, no pressure or stress, just text back when I can is great for my hectic life.

Cons

I wish it had some options to help with figuring out quarterly sales tax for resale of goods and payroll management.

October 2018

Christopher from The Smith Team Austin LLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Book Keeping at Its Best

Bookly is great. The support is amazing. The time commitment was more than I expected, but my finances get a little complicated at times.

Pros

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.

Cons

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.

October 2018

John from Barrus Pianos

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

On top with Bookly

We no longer need to wait for our expenses to get entered. They show up a day or so after they are paid.

Pros

This has been great for our business. We now can be on top of our finances.

Cons

So far, I don’t have many complaints. Maybe having to give up all your accounts and passwords, but knowing who we are working with, that was ok.

October 2018

Hristo from Higher Level Fitness

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2018

Bookly gives me more confidence and peace of mind

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

Pros

I love the software but the live support is unmatched

Cons

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

October 2018

Richard from EZ Travel Distribution

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Bookly Has Saved My Company More Than 2K a Month for the Year!

Since I started using bookly, I was able to let go of my full time accountant, which I was paying 2K a month to. That's why I say: Bookly Has Saved My Company More Than 2K a Month for the Year!

Pros

Simple, easy to fall behind and catch up when needed.

Cons

I wish they would do my Sales tax for me.

October 2018

Alex from Piano Associates

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Bookly has been great for our business

Showing our full accounting at the click of a button has been great.

Pros

What we like most is the ease of using it. Once all the accounts are synced, there is nothing major that we have to do to see up to the minute accounting.

Cons

We haven't had any negative experiences.

September 2018

Caroline from Reward Realty

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Hands off accounting for small business

My acct rep has been wonderful and they make my corporate accounting very easy

Pros

I love the easy integration tools and frequent consolidation of accounts. It keeps all of my numbers up to date and I never feel like I am behind.

Cons

No complaints. I would recommend this software to any small business owners.

September 2018

Penny from J & S Fiderio Inc

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Easy Reliable service

Pros

I like that I can know at any time how my business is doing.
Everything is updated in real time and very easy to use.
The payments are monthly and very reasonable.
Super easy and helpful for Tax preparation.

Cons

I am really satisfied with this service, at the last 2 years I am using it.

September 2018

Mike from Freeman

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

4 of 5

September 2018

Works well and keeps your life organized a bit better

good

Pros

Works well and interface is very easy to navigate

Cons

If I lose my phone that would create a lot of problems, but thats not a fault of bookly; its great to use, but still have to write down dates just in case the phone dies, a cable goes missing etc.. The program itself is great

August 2018

Desmond from M Jane Corporation

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Amazing Serice

I’m having an Amazing experience wiht Bookly! If you’re looking for bookkeeping for your business, this is the best service that’s out there, and you can’t beat the price for the value they provide which is really a lot of value. They actually should charge more for the service, but I don’t mind paying the current fees. However, I’m sure they’ll increase the price in the future as that’s normal for any business. Do yourself a favor and go ahead and get started NOW. You’ll thank yourself later, as you’ll more time to do what you do best in your own business.

Pros

Easy to use as the service connects directly to your account.
Weekly emails regarding your P&L
Easy to reach your accountant.
Affordable price.
Amazing support.
There’s so much more, I don’t have much time to list everything.

Cons

I don’t have any cons for Booky. The service has been so Amazing, I actually don’t have any cons.

August 2018

Paul from See Life Paulagics, LLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Great Service for Small Business Owners

The accounting team is awesome, friendly and does everything they can to work with us. I don't fear the accountant anymore. I don't get lectured only advised. It's an amazing feeling not to have to worry about the company's books.

Pros

The ease of use. It takes only a short time to setup and there is an assigned accountant at the ready to help you to setup your chart of accounts. You just put in your bank & company credit card information and let the system pull back the detail. You can then just answer any questions your accountant may have about expenses and payments. It's so simple a toddler with an iPad could do it. That's what I love about it.

Cons

The price is a little steep for our company. We are VERY small and don't have a lot of capital to work with so every month hurts a little but the time it saves us makes up for the expense.

August 2018

Eddie from GAN SIGNS & GRAPHIC, INC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Bookly is a great accountant to have

My corporate and personal taxes are consolidated under on platform and easy to access.

Pros

Simple, efficient and easy to use. I have access to all my personal and corporate taxes.

Cons

Takes out the one on one interaction with an actual accountant