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

It's time to experience the only automated bookkeeping solution purpose-built for Accounting Firms. You can now take back control of your bookkeeping without having to hire more people or put expensive resources into data entry work. We're all about creating the most capacity, at the lowest resource consumption, with the highest possible level of accuracy, maximizing an organization’s potential. Why? Because with capacity, you can better serve your clients, scale your customer base, diversify your offering, stand out in the competitive landscape, or simply do more of what you love. SOC2 Type 2 compliance, bank-grade security and skilled accountants ensure the books are always safely managed. Realize tremendous savings and scalability with automation instead of manual data entry. We scale with your firm and cost less per client over time. Our success is YOUR success in the most literal sense.

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 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

Audience

Professionals and beginners seeking a bookkeeping and accounting software solution

Audience

Companies seeking a solution to manage their bookkeeping processes

Support

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

Support

Phone Support Supported
24/7 Live Support Not 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

$99 per month
Free Version Not Supported
Free Trial Not 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:

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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 Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

cheqbook.com
United States
cheqbook.com

Company Information

Botkeeper
Founded: 2015
United States
www.botkeeper.com

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Categories

Bookkeeping Supported

Categories

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

Integrations

Axis LMS Not Supported
Desktop.com Not Supported
PayPal Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported

Integrations

Axis LMS Supported
Desktop.com Supported
PayPal Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
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