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

Uplinq’s machine learning technology and experienced professionals keep your bookkeeping up-to-date and transform your data into actionable financial intelligence - all at the touch of a button. Time and money are wasted on bookkeeping, taxes, and financial management solutions that just don’t work. Enter Uplinq. Go beyond bookkeeping with financial intelligence optimized for your business. Updated weekly and focused on your needs. Our data-focused technology allows you to seamlessly connect to the institutions and tools you work with to manage your business. Shouldn’t everything be this easy? Our technology tracks your business activity and automatically categorizes your transactions. This allows us to provide you with financial analytics on a weekly basis without the constant stream of questions. Many business owners struggle to make use of their financial data. Uplinq tackles this problem head-on. You’ll receive a global view of your business, updated in near real-time.

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

Organizations looking for a solution to manage bookkeeping operations and transform their data into actionable financial intelligence

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

No information available.
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 3.0 / 5
ease 3.0 / 5
features 3.0 / 5
design 3.0 / 5
support 3.0 / 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

  • NONE!! The company does not have any AI aspect. The customer service is none existent. No pros whatsoever.
  • Can't say enough about how my experience has been with Uplinq. They are second to none with technology and their support is the best out there.

Cons

  • Everything about them is a con! They filed our taxes wrong.
  • I wish there was a light theme for the dashboard but that's just my preference.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

cheqbook.com
United States
cheqbook.com

Company Information

Uplinq
United States
www.uplinq.com

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IDOS

IDOS

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Fathom

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Wave Accounting

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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

Integrations

PayPal
QuickBooks Online
ADP Global Payroll
BambooHR
Clover
FreshBooks
Gusto
Justworks
Kashoo
LoanPro
PayPal Point of Sale
QuickBooks Online Advanced
Sage 100
Square POS
Stripe
Wave Accounting
Wells Fargo Business Checking
WooCommerce
Zoho Books

Integrations

PayPal
QuickBooks Online
ADP Global Payroll
BambooHR
Clover
FreshBooks
Gusto
Justworks
Kashoo
LoanPro
PayPal Point of Sale
QuickBooks Online Advanced
Sage 100
Square POS
Stripe
Wave Accounting
Wells Fargo Business Checking
WooCommerce
Zoho Books
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