# Booksmate Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Booksmate Software - reviews, pricing plans, popular comparisons to other Cloud Storage products and more.

Source: https://www.capterra.com/p/10037401/Booksmate

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# 

 Booksmate Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on July 3, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

Booksmate

## What is Booksmate?

Booksmate is an invoice automation tool that connects to hundreds of online portals and email inboxes to automatically fetch invoices and receipts. Once collected, documents are processed using AI-powered data extraction and organized in a central dashboard, ready for export to accounting software. The platform is designed for bookkeepers, accountants, and finance teams who spend significant time manually downloading invoices from platforms like Amazon, Stripe, Google, Microsoft, and PayPal. Rather than maintaining thousands of unreliable integrations, Booksmate focuses on a curated set of actively monitored portal connections to ensure consistent, reliable document fetching. Key capabilities include automated invoice collection from web portals, email inbox scanning, AI data extraction, document organization, and accounting software export. Custom plugin integrations, API access, and SSO are available for teams with advanced requirements.

## What is Booksmate used for?

[Cloud Storage](https://www.capterra.com/cloud-storage-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$13

Flat Rate, Per Month

Free trial  
not available

Free version not included

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Booksmate

0.0

VS.

[4.6 (1,201)](https://www.capterra.com/p/171884/IDrive/reviews/)

Starting Price

$13

Flat Rate, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.5 (28,418)

Value For Money

0.0 (0)

Value For Money

4.7 (20,553)

Customer Service

0.0 (0)

Customer Service

4.5 (18,546)

## Booksmate alternatives

Highest Rated

[Google Drive](https://www.capterra.com/p/161425/Drive/)

[4.8 (28,542)](https://www.capterra.com/p/161425/Drive/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/161425/Drive/)

[OneDrive](https://www.capterra.com/p/161304/OneDrive/)

[4.5 (12,768)](https://www.capterra.com/p/161304/OneDrive/reviews/)

Starting price

$1.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/161304/OneDrive/)

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)

[4.7 (17,618)](https://www.capterra.com/p/247901/Google-Workspace/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/247901/Google-Workspace/)

[iCloud](https://www.capterra.com/p/204717/iCloud/)

[4.6 (1,970)](https://www.capterra.com/p/204717/iCloud/reviews/)

Starting price

$0.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/204717/iCloud/)

## FAQs about Booksmate

Overview

### What company size and specific industries is Booksmate built for?

Booksmate is designed for small to mid-sized businesses that manage invoices and bookkeeping, along with accountants, bookkeepers, tax advisors, and other finance professionals. It fits organizations and service firms that need support for routine accounting, bookkeeping, and tax-related financial tasks.

Features and Usability

### What are the key features of Booksmate?

Booksmate offers activity tracking, archiving and retention, and data storage management for organizing records and stored content. It also includes data synchronization, document management, document storage, file management, file sharing, and file transfer for handling documents and files across connected systems.

Pricing

### How much does it cost and what fees or limitations are included?

Booksmate starts at $13 per month for the Solo plan, which includes 50 documents, 1 team member, unlimited web portal connections, and unlimited email connections. The Team plan is $49 per month for 150 documents and 3 team members, and the Growth plan is $99 per month for 500 documents and 20 team members. A free version is available.

Getting Started and Support

### What training and onboarding options does Booksmate offer?

Booksmate provides live online sessions, documentation, and videos to help teams get started. Live online sessions support guided setup and questions in real time, documentation offers written reference for features and steps, and videos provide self-paced walkthroughs for learning key functions.

Getting Started and Support

### What customer support options does Booksmate offer?

Booksmate offers email/help desk support, a knowledge base, phone support, and 24/7 live rep assistance. No reviewer feedback about support is available here, so user experience details such as response speed or helpfulness cannot be assessed from the provided information.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Tracking

Track and document all activities across devices, networks, and other systems

API

Application programming interface that allows for integration with other systems/databases

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Data Storage Management

Manage and store data in a database

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Document Management

Store, manage, and track all electronic documents in a centralized location

Booksmate 10 features

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Manage and store data in a database

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Create, save, and store files

Public or private sharing of digital files such as documents, audio/video, images, and more

Move files across different systems or networks

## Pricing

Free Version

Solo

$13.00

Flat Rate,Per Month

It includes:

-   Flat rate pricing
-   50 documents per month
-   1 team member
-   Unlimited web portal connections
-   Unlimited email connections

Team

$49.00

Flat Rate,Per Month

It includes:

-   Flat rate pricing
-   150 documents per month
-   3 team members
-   Unlimited web portal connections
-   Unlimited email connections

Growth

$99.00

Flat Rate,Per Month

It includes:

-   Flat rate pricing
-   500 documents per month
-   20 team members
-   Unlimited web portal connections
-   Unlimited email connections

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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