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)

58 Reviews of Bookly

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Maria from THE RIOS LAW FIRM, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

easy to review my transactions. Talking to the staff, they are very friendly and quick to answer all

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my bookkeeping is quick to review any time. I love it

Pros

I never thought that I would find a software program like this.Great price for starters. Easy to learn.

Cons

Its very difficult to know since I just started but I can say so far I really enjoy the program. It will give free time to do other things.

Review Source: Capterra
 

Mike from Liquid Lifestyles

February 2018

February 2018

Great Service. A big improvement over what we had been doing.

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Pros

Simplicity and convenience. I like having my bookkeeping, taxes and payroll all bundled into to one point of contact.

Cons

The software has trouble staying connected with US Bank, so I have to re-enter my credentials every time I log in.

Review Source: Capterra
 

Lisa from The Mighty BellRays, Inc

January 2018

January 2018

I travel for a living and Bookly has made running my business bookeeping accounting easier.

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Switching over to Bookly allowed me to gain more control over the creative part of my business because I don't have to work hard at the books or put it off until later. My accounts are integrated to upload automatically. I answer the questions bookkeepers have for me. I just review the work. It's like having a person in the office doing the work without having to hire someone. You might think just having software is like that but it isn't. You still have to find the software, keep track of the updates, if you are smart after to upload the work you will have someone review what you have entered. With Bookly, I don't have to do all of that. I never have to buy software. I just log in and see what view the books, answer questions , ask questions, run reports, etc. It's wonderful for me as I have a lot to do running a business. Anyone looking to save time should look into using Bookly. It's isn't just software. It's a group of people that want you to have the best accounting experience possible.

Pros

I am a longtime Mac user. Quickbooks integration has been troublesome and lacking updates or options. Bookly software is a non-issue. I can get the reports I need and if I have questions I can have quick access to knowledgeable staff that is eager to help. Hiring Bookly was a major stress relief.

Cons

There are elements of QuickBooks that I miss like having an app. What I realize I get without the app is made up for in customer service and staff access.

Review Source: Capterra
 

Greg from GMIA Inc
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

Great service and easy to use.

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Pros

Support behind platform is what stands out. The layout and reporting is just what most small business's need.

Cons

An occasional glitch in the reports happens, but the support after the fact is great. Other than that no problems.

Review Source: Capterra
 

Anca from A. M. Acupuncture, LLC

January 2018

January 2018

Excellent!

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Pros

I love that it combines automation with a real live bookkeeper to interact with. Quickbooks took way too long to set up, and when I couldn't figure out certain things, I just gave up. Bookly set up was super easy and I can ask questions to a live person.

Review Source: Capterra
 

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

November 2017

November 2017

Awesome easy way to handle horrible tedious but necessary accounting chores! It's fast and easy!

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Peace of mind that things are do correctly, accurately, and my taxes will be done easily. Confidence in the abilities of the accountants, and that helps me rest assured. Time - I spend less time trying to figure out software I don't understand, and more time enjoying my life.

Pros

The "ask your accountant" feature. It makes it easy for me to ask about confusing expense categories. I also love that my accountant can ask me about things that are unclear to her too. I also love the simplicity of the software and how easy it is to use, download transactions directly from my bank, and upload receipts. It makes seeing the big picture easier. I've used it for nearly a year now, and I love,. Don't do any more work than you need to, just like Bookly.co get it done for you. I am for the first time in years not dreading tax time next year! It is so comforting to know that all our business finances are taken care of my knowledgeable, smart, thorough accountants. I do wish there was a scanning feature built-in, but that's not what the software does! It's okay that I have to scan in the receipts and then upload them, it just takes more time than I want to dedicate but I can even do it with my phone which is pretty convenient and cool. The software is so much better than using Quickbooks, especially Quickbooks for Mac. There is a huge learning curve with Quickbooks, and I'm not an accountant. With Bookly.co you don't need to be an accountant, or even pretend to be one! They take the pain out of small business accounting.

Review Source: Capterra
 

roben from Lightbeam Communications

October 2017

October 2017

Excellent bookkeeping website that helps keep my small business humming .

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Pros

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

Cons

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.

Review Source: Capterra
 

Leslie from GoGirl Fitness Studio

October 2017

October 2017

Extremely slow service, after 12 months had to hire a cpa to Fox all the errors

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None

Cons

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.

Review Source: Capterra
 

Kevin W from Meraglim Holdings

October 2017

October 2017

Setup was quick and professional. For a small fee, they even reconstructed the previous two years.

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A reminder of why I need to use your system to solicit testimonials in the future.

Pros

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.

Review Source: Capterra
 

Muche from The Brook Church

October 2017

October 2017

Its been really good

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Pros

its very functional. The interface is easy to navigate and it's very accessible. The accessibility and functionality make it a win for me

Cons

no real cons. I feel like i would be making something up or nitpicking. If I must nitpick customizing it to look like our organization isnt intuitive

Review Source: Capterra
 

Stephanie from Professional Benefits & Insurance

October 2017

October 2017

So far so good!

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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.

Pros

Seems easy to navigate, easy reporting functions. The bookkeeper assigned is readily available to get everything set up.

Cons

Cannot always do auto loading of credit union accounts. It has been a longer process to get set-up and my books caught up.

Review Source: Capterra
 

Berk from Future Capture LLC

October 2017

October 2017

Great support

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Pros

Organizing Expenses, support for bookkeeping. Helpful staff. User Interface, Connection to my bank accounts

Cons

I would love to have a better month to month comparison. And year to year too in that sense. thank you

Review Source: Capterra
 

Ghanshyam from G&P Foods LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

It's a wonderful service that keeps me up to date with my business.

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It keeps me up to date about my finanaces.

Pros

I love how simple it is to and how affordable it is. The best part is that I am assigned to one person who looks after all my books.

Cons

I love it but I wish there was a mobile app for it especially for IOS so I can have Bookly with whenever and whenever.

Review Source: Capterra
 

Elizabeth from Support Groups Central Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Smooth transition

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Pros

Easy to use. Easy to integrate with other platforms. Quick and helpful customer support. Confidence that the Bookly team is taking care of our accounting.

Review Source: Capterra
 

Michael from Michael G. Earl Law, PLLC
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

Easy to use, clean look, my accountant asked me for some info and I just sent him a bookly report.

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I don't have to print out a year worth of statements from my business account and label and categorize each transaction since the software is hopefully doing it for me.

Pros

I don't really have to do much and it gives me an overview. My business is pretty simple, but it saves me a lot of time.

Cons

There is stuff in there that I don't know what it is or how I am supposed to use it, or what benefit it is to me. I have not really spent much time on bookly, but I honestly could have used like an email with a link to a training video or something. Something encouraging me to actually use the services they are providing, and what those services are. My year breakdown takes forever to load, right now it is not loading at all.

Review Source: Capterra
 

Jesse from Central Athlete
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Great product that I would recommend to others.

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Ease of use.

Pros

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.

Cons

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.

Review Source: Capterra
 

Sumit from S&P Universal Ventures, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Had one of the worst experience with them, using their bookkeeping and tax filing services!

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unnecessary stress, the thing I thought they would help solve with their service

Pros

- Supposedly cheaper than a traditional bookkeeper, but the amount of time you spend correcting them is not worth it.
- Friendly sales people, but poor problem solving skills. I had to follow up with them constantly to get work done.

Cons

Everything. They could not deliver what they promised. Over-promise, under-deliver should be their moto. Plus they have a gap in their tax filing process, but they would not own up to it. It has cost me more than IRS fees due to their oversight and mistake.

Review Source: Capterra
 

Ebba from Professional Rx Staffing

July 2017

July 2017

Love it. Very easy

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Company's financial statements

Pros

It's easy to use & quick to learn. Bookly team is always available to answer any questions in an efficient & timely manner

Cons

It's hard to see all the features. You have to scroll right & left. It can be little frustrating sometimes.

Review Source: Capterra
 

Kenny from Information Technology and Services
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

Bookly charged me for services I never used.

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Nothing but pain.

Pros

The software and concept are good but the company does not conduct itself professionally. They made assurances that they could come up with a solution but ultimately, they failed to do so and still wanted me to pay.

Cons

I received a trial subscription from Bookly and started working with some of their personnel. The staff were very friendly but were not knowledgable enough to figure out the complexity of my needs. Note that my needs were not that complicated. After trying to find a workable solution for me, they deemed I needed to use their partner software named Xero. After multiple attempts and phone conferences, they still were unable to come up with a system that would meet our needs. Subsequently, they ceased correspondence and since I was on a free trial, I let it go. Several months later I noticed on my credit card statement that they had been charging me monthly for their services. I reached out to them again multiple times and long story short, they wouldn't refund my money. I have all the emails to corroborate this story and ultimately, I had to go to my credit card company which disputed the charges and refunded my money. Needless to say, I was shocked and disappointed that Bookly would not refund the charges they had applied for work they never did. It's sad that I had to go to my credit card company to get things right.

Review Source: Capterra
 

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.

Review Source: Capterra