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.

Supported Operating System(s):
Web browser (OS agnostic)

75 Reviews of Bookly

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  • Desmond from M Jane Corporation

    Number of employees: 2-10 employees

    August 2018

    Amazing Serice

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Paul from See Life Paulagics, LLC

    Number of employees: 1 employee

    August 2018

    Great Service for Small Business Owners

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Eddie from GAN SIGNS & GRAPHIC, INC

    Number of employees: 1 employee

    August 2018

    Bookly is a great accountant to have

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Rahul Kumar from OATI

    Number of employees: 501-1,000 employees

    August 2018

    Bookly has divide and solved large business problems in chunk of Add-On that is really nice and new.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I had a great experience with it. I love what they are doing and in really nice way they do it I liked their documentation very much and refer it time to time.

    Pros

    1. For every operation and function Bookly have got the Add-On like for Group booking, Special days booking, Deposite Add-On and Payments Add-On.
    2.Appointment booking is really simple and easy now.
    3. User friendly admin panel
    4. Bookly provides Analytics of data that really comes handy.
    5. They provide Run TIme demo if you are first time user of it you should check it out first.

    Cons

    1. It is paid WordPress booking plugin.
    2. If price was not the issue then this software is awesome.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    August 2018

    simple and good

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The fact that you can interact with other people who like the same books that you've liked and read before.

    Cons

    the layout and general look of the app is too simple and ''meh'', could improve on that aspect of the app.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sarah from Newport Strength

    July 2018

    It has been helpful to have consistent bookkeeping that I don't need to worry about.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Peace of mind.

    Pros

    It's very user-friendly and easy to pull up reports that I want. Easy to fix any bookkeeping mistakes etc.

    Cons

    Customer service is rarely quick to respond and I often have to email a couple times to get a response if they don't respond immediately. My accountant got my taxes done but he didn't ask any questions to help me get the best return and/or write offs/depreciation. I don't know these details so being able to connect with him would be more helpful. I won't do my taxes through Bookly again.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    July 2018

    Used this for a short period of time on our company website.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    This software was easy to set up and it's easy to create several different forms for your website. There are different functions that you can set up.

    Cons

    It took some time to figure out how to customize these forms to look exactly like I wanted them to. We ended up going with a different form company because of this.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Elisa from Estudios

    Number of employees: 2-10 employees

    July 2018

    Good booking system but lacks some basic functions

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Great for scheduling and booking.

    Pros

    This is a simple to using booking program that you can upgrade with add-ons. It is super easy to use and allows you to keep track of appointments.

    Cons

    It tends to get very glitchy and as wordpress updates, they don't release patches as quickly as they probably should. If you email customer service, they do respond, but sometimes it takes a while to get a response.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Joanne from Indiana University

    June 2018

    Not for everyone. Software and Support are excellent, but not geared to my business needs.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    First, it's not only software, there is a person at the company that is assigned to you and knowledgable about your account. It helped me to get on top of my finances and get them organized. However, it's more for business and does not meet my needs. I switched to managing budgets and transactions at YNAB.

    Pros

    What I liked most was that I had a dedicated bookkeeper that I could work with, who was available and accessible. The software and communications process was easy. I didn't wast time trying to track anyone down. Response times are great. Everyone was easy to talk to and to work with. Polite, helpful, and responsive.

    Cons

    My "business" is low transaction with over fewer than 10 bank accounts. One account is a business account, the others (linked) are personal accounts. The issues I ran into are:

    1) I needed reports by each of the accounts, that was not easily generated by bookly, my dedicated person had to do it manually. It was wonderful that they did, but it wasn't always correct (because it needed a lot of info from me) and so the reports weren't as useful as I had hoped.

    2) Unforeseen problems: The "view only" access to my (personal) bank accounts triggered major problems. That second username triggered all my lined accounts to be unlinked and auto-payments stopped. I was NOT notified by the bank! My mortgage was late and I have to live with remove the late mark on my credit report.

    3)Taxes: I wanted to submit them on time had my information to Bookly well in advance of April 15. They were not done on time, and they only have paper submissions now, so I had to print and mail all the forms. Furthermore, because they are submitted on paper, it takes several more weeks to have them processed by the IRS (and probably the states too).

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • GREGORY from ALLIED HOME REMODELING LLC

    Number of employees: 2-10 employees

    June 2018

    Very helpful

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Convenience, personable , quick response, intuitive.
    They always are on top of things before it's seen by me.

    Cons

    Delay times in updates, I have to input info that is needed sometimes which is kinda inconvenient.

    Other than that it's great

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Michael from Timber Wolves Restaurant

    May 2018

    Amazing Bookly staff are kind an accurate

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Accuracy Financial Intelligence monthly budget planning It really helps us be sure of where all our money is going !

    Pros

    They help my small business improve daily ! Every-time I call they are more than willing to help me take my business to the next level.

    Cons

    NO CONS Bookly is a asset to my company we love bookly ! I'am sure if you test drive bookly you will be happy as well .

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Richard from EZ Travel Distribution

    Number of employees: 2-10 employees

    May 2018

    Great Value, Very Accommodating

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Saving lots of money and time! This allows me more time to focus on sales and company growth.

    Pros

    Easy of Use and Efficiency. I cautiously switch from my accounting service I used for years to bookly.co it was much simpler than I had thought. The bookly staff was there to make sure the integration worked properly and help fix any issues as they would arise.

    Cons

    I honestly haven't found any issues or problems. If I do, I will post them online....However, it would be nice if bookly brought us lunch every now and again :)

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Chris from Front Beach Cottages

    April 2018

    Great for allowing customers to order & pay online

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    What I like most as it easily allow customers to schedule appointments as well as pay for the service online. Works well!

    Cons

    The follow-up correspondence emails are not the prettiest. Could use a little updating with this feature.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Gregory from Photography

    April 2018

    If you're serious about offering your services online for payment

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    If you're serious about offering your services online for payment We couldn't live without Bookly pretty much a requirement in our business will be getting ours are updated for years to come

    Cons

    Wouldn't mind if they would consolidate all the plug-ins into maybe a package to minimize the renewals

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Tracy from Step By Step 3D Virtual Tours

    Number of employees: 1 employee

    April 2018

    Awesome product

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    This plugin offers us the ability to allow our customers to order and pay for our services online. Scheduling an appointment for our services and paying online were two of the things we wanted to automate most on our site. We tried several different plugins but none would let us achieve this so perfectly as Bookly did. The products just works!

    Cons

    I would like to see improvements in the receipt and follow up emails to customers and staff. They are not aesthetically pleasing to the eye. Hoping they improve this functionality.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 501-1,000 employees

    March 2018

    Easy to manage appointments

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I have been maintaining business meeting with clients.

    Pros

    It provides an automatic tool for booking schedule with clients. We never worry to miss any meeting schedule. I always get touch with my business client through notification popup. We can easily add it to WordPress. It also saves my time and money.

    Cons

    It should show the previous schedule which we missed anyhow. I would like to more enhancements in GUI.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 501-1,000 employees

    February 2018

    Easy to manage online booking detail

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It provide feature to book online tickets at low cost and also save our time. Easy to add reminders and notifications.

    Cons

    Over all it provide good services but it should reduce intially cost charges. Some time it show tickets in waiting status.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Maria from THE RIOS LAW FIRM, P.C.

    Number of employees: 2-10 employees

    February 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Mike from Liquid Lifestyles

    February 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Lisa from The Mighty BellRays, Inc

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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