Cheqbook

Cheqbook

cheqbook.com
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About

Cheqbook is fast and easy to pick up for business owners while having the pro features that accountants and bookkeepers need. We can save business owners two weeks a year through our patent-pending import and smart categorization. We designed Cheqbook to be as simple and easy to use as we could, but like all accounting software you do have a bit of work to do when you first set it up. Before you start you should connect to the online bank and credits cards that you’re going to sync. Especially if you haven’t connected in awhile to make sure you still have access. Add a company. For personal accounts go ahead and name it after yourself, like “John & Mary Smith”. We typically refer to a set of books as a company but it can just as easily be your personal finances. Sync your first bank account by selecting the bank and securely entering your login name and password for that financial institution. You may be prompted for security questions as Cheqbook establishes a connection.

About

Automate bookkeeping and streamline expense management with Dext. Capture receipts, process invoices, and integrate seamlessly with major accounting software, 11,500+ apps, banks, and platforms. Start your free trial today! How Dext works 1. Capture invoices and receipts – Snap a photo, upload a PDF, or connect data feeds. 2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date. 3. Categorise and enrich with AI – Suggests categories, descriptions, and payment methods. 4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and over 30 accounting platforms. 5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date. 6. Integrate with over 11,500 applications, banks, and institutions: Seamlessly connect with e-commerce platforms like PayPal, Shopify, and Stripe. *Need an MTD for IT solution? Try Dext Solo (HMRC-approved) 🏆 Xero App Partner of the Year (UK and US, 2024)

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professionals and beginners seeking a bookkeeping and accounting software solution

Audience

Accountants and Bookkeepers: Professionals who require efficient tools for processing large volumes of financial data and who value accuracy and time-saving in their workflows. Small to Medium Businesses (SMBs): Business owners and finance teams in SMBs looking for streamlined and hassle-free bookkeeping and financial data management solutions. Firms in Transition to Digital Tax Systems: Companies that need to manage digital tax submissions, such as Making Tax Digital for income tax self-assessment (MTD ITSA), seeking an end-to-end solution.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$9.90 per month
Free Version
Free Trial

Pricing

$31.50/month
- Business Plans start at $31.50/month for 5 users with 250 documents included. Choose an annual subscription for just $25.21 per month (Save up to 20% with an annual subscription).

- Practice Plans start at $239.19/month for 10 Business Clients. Choose an annual subscription for just $207.99 per month (Save 13% with an annual subscription).

*Plans are available in multiple currencies: USD, GBP, EUR, CAD, AUD, and ZAR. Discounts may vary by region.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • Cheqbook is not overly complicated, but very powerful when it comes to categorizing transactions. It uses your own history and "community" history to pre-categorize transactions to speed up the process. Our business does alot of "Split" transactions and Cheqbook excels at splits. We've used Quickbook desktop and web based software, Wave accounting, Mint and Tiller (as an avid google sheets user). Quickbooks was "too much" for our small business and having to buy their software every 2 years basically turned it into a subscription model software. You can also import transactions from a csv file into different accounts, one of my biggest beefs with other platforms was the inability to import.

Cons

  • While the reporting system is pretty robust, my biggest issue is the inability to do "Comparisons" to prior periods, you have to export and do your own comparisons. I'd also like to also see a budgeting module added.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

cheqbook.com
United States
cheqbook.com

Company Information

Dext
Founded: 2010
United Kingdom
dext.com/en

Alternatives

Enalo

Enalo

Enalo Technologies Private Ltd.

Alternatives

IDOS

IDOS

Digital CFO - IDOS
Wave Accounting

Wave Accounting

Wave Financial

Categories

Categories

Bookkeeping Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Bookkeeping Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Data Entry Features

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Expense Report Features

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Machine Learning Features

Deep Learning
ML Algorithm Library
Model Training
Natural Language Processing (NLP)
Predictive Modeling
Statistical / Mathematical Tools
Templates
Visualization

Integrations

QuickBooks Online
AccessOwl
Axis LMS
FreeAgent
KashFlow
Outmin
PayPal
QuickBooks Online Advanced
Rightworks
Sage Accounting
Senta
Tripcatcher
Trustpilot
Twinfield
Xero

Integrations

QuickBooks Online
AccessOwl
Axis LMS
FreeAgent
KashFlow
Outmin
PayPal
QuickBooks Online Advanced
Rightworks
Sage Accounting
Senta
Tripcatcher
Trustpilot
Twinfield
Xero
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