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)

49 Reviews of Bookly

Showing 1-20 of 49

 

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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.

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

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.

Source: Capterra
 

Berk from Future Capture LLC

October 2017

October 2017

Great support

Ease-of-use

Functionality

Product Quality

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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

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.

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.

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.

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.

Ease-of-use

Functionality

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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.

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 $2,600 in IRS fees due to their oversight and mistake.

Source: Capterra
 

Ebba from Professional Rx Staffing

July 2017

July 2017

Love it. Very easy

Ease-of-use

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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.

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.

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.

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

Ease-of-use

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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
 

Stephanie from Myelin
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Great Graphics

Ease-of-use

Functionality

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Fabulous bookkeeping service!

Pros

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!

Cons

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.

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!

Ease-of-use

Functionality

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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.

Ease-of-use

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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

Ease-of-use

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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!

Ease-of-use

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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