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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$9.90 per month
Free Version Not Supported
Free Trial Not Supported

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 Not Supported
Free Trial Supported

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:

Review this Software

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 Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

cheqbook.com
United States
cheqbook.com

Company Information

Dext
Founded: 2010
United Kingdom
dext.com/en

Alternatives

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Accountable

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Categories

Bookkeeping Supported

Categories

Accounting Supported
Accounts Payable Supported
AI Accounting Supported
Bookkeeping Supported
Data Entry Supported
Expense Report Supported
Fund Accounting Supported
Machine Learning Supported
Receipt Scanner Supported

Bookkeeping Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
Collections Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
General Ledger Supported
Payroll Not Supported
Revenue Recognition Not Supported
Spend Management Supported
Tax Management Supported

Bookkeeping Features

Accounts Payable Supported
Accounts Receivable Not Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
Collections Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
General Ledger Not Supported
Payroll Not Supported
Revenue Recognition Not Supported
Spend Management Not Supported
Tax Management Not Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Not Supported
Payroll Management Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Not Supported

Accounts Payable Features

Approval Process Control Not Supported
Bank Reconciliation Not Supported
Cash Management Not Supported
Check Writing Not Supported
Duplicate Payment Alert Not Supported
Fraud Detection Not Supported
General Ledger Entry Supported
Vendor Management Not Supported

Data Entry Features

Abbreviation Detection Not Supported
Data Capture and Transfer Supported
Data Cleansing Not Supported
Data Entry Verification Not Supported
Data Search Flexibility Not Supported
Duplicate Detection Supported
Flexible Search Not Supported
Image Entry Supported
Library Conversion Not Supported
Mis-Keyed Variation Detection Not Supported
Phonetic Variation Detection Not Supported

Expense Report Features

Approval Process Control Supported
Invoice Management Supported
Multi-Currency Not Supported
Receipt Management Supported
Reimbursement Management Not Supported
Spend Control Supported
Time Tracking Not Supported
Workflow Management Supported

Fund Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Activity Tracking Supported
Asset Management Not Supported
Bank Reconciliation Not Supported
Budgeting & Forecasting Not Supported
Compliance Management Not Supported
Donor Management Not Supported
General Ledger Not Supported
Partnership Accounting Not Supported
Purchasing & Receiving Not Supported

Machine Learning Features

Deep Learning Not Supported
ML Algorithm Library Not Supported
Model Training Not Supported
Natural Language Processing (NLP) Not Supported
Predictive Modeling Supported
Statistical / Mathematical Tools Not Supported
Templates Not Supported
Visualization Not Supported

Integrations

QuickBooks Online Supported
AccessOwl Not Supported
Axis LMS Not Supported
FreeAgent Not Supported
KashFlow Not Supported
Outmin Not Supported
PayPal Supported
QuickBooks Online Advanced Supported
Rightworks Not Supported
Sage Accounting Not Supported
Senta Not Supported
Tripcatcher Not Supported
Trustpilot Not Supported
Twinfield Not Supported
Xero Not Supported

Integrations

QuickBooks Online Supported
AccessOwl Supported
Axis LMS Supported
FreeAgent Supported
KashFlow Supported
Outmin Supported
PayPal Not Supported
QuickBooks Online Advanced Not Supported
Rightworks Supported
Sage Accounting Supported
Senta Supported
Tripcatcher Supported
Trustpilot Supported
Twinfield Supported
Xero Supported
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