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

Sage Accounting is a cloud-based accounting solution designed to simplify financial management for small businesses, with AI-powered features that automate key tasks like invoicing, VAT returns, and receipt capture. It offers Making Tax Digital (MTD) compatibility and is recognized by HMRC, ensuring seamless tax submissions. Sage Copilot, the built-in AI assistant, helps users stay organized by automating reminders, generating professional communications, and providing real-time financial insights. The platform supports bank connections, cash flow control, detailed reporting, and optional payroll management. Available in three plans—Start, Standard, and Plus—Sage Accounting caters to different business needs, from sole traders to companies managing inventory and multiple currencies. Users benefit from a free 3-month trial, no long-term contracts, and award-winning support that helps maximize productivity.

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

Sage Accounting is ideal for small businesses and sole traders seeking a user-friendly, AI-powered cloud accounting solution that simplifies financial management, tax compliance, and payroll with scalable features and expert support

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

£18 per month
£18 per month for Accounting Start
£39 per month for Accounting Standard
£59 per month for Accounting Standard
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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.

Pros & Cons from Real Users

Pros

  • This software is cloud based so our staff doesn't need to be together to use it. Has robust reporting capabilities, which can be generated with a click of a button. The dashboard is a nice touch because it provides a visual representation of the financials which are up to date. Finally, it is easy use so anyone can begin to use it pretty quickly.

Cons

  • When it comes to syncing accounts, occasionally they are slow or the connection breaks. Quick fixes.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

cheqbook.com
United States
cheqbook.com

Company Information

Sage
Founded: 1981
United Kingdom
www.sage.com/en-gb/sage-business-cloud/sage-accounting/

Alternatives

Enalo

Enalo

Enalo Technologies Private Ltd.

Alternatives

IDOS

IDOS

Digital CFO - IDOS
AccountEdge

AccountEdge

Priority Software US
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

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Integrations

PayPal
BestCPQ
Booket
Codeless Platforms BPA Platform
CyberPlan
Data Sentinel
Datameer
Dext
Diversified Billing
Geo Rep
HQ Platform
HaloPSA
Opermax
Pandium
Precise API
RentalResult
Sage People
SaveMyLeads
StarfishETL
Storable Newbook

Integrations

PayPal
BestCPQ
Booket
Codeless Platforms BPA Platform
CyberPlan
Data Sentinel
Datameer
Dext
Diversified Billing
Geo Rep
HQ Platform
HaloPSA
Opermax
Pandium
Precise API
RentalResult
Sage People
SaveMyLeads
StarfishETL
Storable Newbook
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