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)

79 Reviews of Bookly

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Richard from EZ Travel Distribution
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra
 

Alex from Piano Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Bookly has been great for our business

Ease-of-use

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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.

Review Source: Capterra
 

Caroline from Reward Realty
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Hands off accounting for small business

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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.

Review Source: Capterra
 

Penny from J & S Fiderio Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Easy Reliable service

Ease-of-use

Functionality

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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.

Review Source: Capterra
 

Mike from Freeman
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Works well and keeps your life organized a bit better

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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

Review Source: Capterra
 

Desmond from M Jane Corporation
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Amazing Serice

Ease-of-use

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Value for Money

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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.

Review Source: Capterra
 

Paul from See Life Paulagics, LLC
Number of employees: 1 employee Employees number: 1 employee

August 2018

August 2018

Great Service for Small Business Owners

Ease-of-use

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Value for Money

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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.

Review Source: Capterra
 

Eddie from GAN SIGNS & GRAPHIC, INC
Number of employees: 1 employee Employees number: 1 employee

August 2018

August 2018

Bookly is a great accountant to have

Ease-of-use

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Value for Money

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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

Review Source: Capterra
 

Rahul Kumar from OATI
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

August 2018

August 2018

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

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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.

Review Source: Capterra
 


August 2018

August 2018

simple and good

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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.

Review Source: Capterra
 

Sarah from Newport Strength

July 2018

July 2018

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

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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.

Review Source: Capterra
 


July 2018

July 2018

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

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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.

Review Source: Capterra
 

Elisa from Estudios
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Good booking system but lacks some basic functions

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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.

Review Source: Capterra
 

Joanne from Indiana University

June 2018

June 2018

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

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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).

Review Source: Capterra
 

GREGORY from ALLIED HOME REMODELING LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Very helpful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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

Review Source: Capterra
 

Michael from Timber Wolves Restaurant

May 2018

May 2018

Amazing Bookly staff are kind an accurate

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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 .

Review Source: Capterra
 

Chris from Front Beach Cottages

April 2018

April 2018

Great for allowing customers to order & pay online

Ease-of-use

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Value for Money

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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.

Review Source: Capterra
 

Gregory from Photography

April 2018

April 2018

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

Ease-of-use

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Ease-of-use
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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

Review Source: Capterra
 

Tracy from Step By Step 3D Virtual Tours
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

Awesome product

Ease-of-use

Functionality

Product Quality

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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.

Review Source: Capterra
 


March 2018

March 2018

Easy to manage appointments

Ease-of-use

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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.

Review Source: Capterra