---
title: "Booksmate Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Booksmate Software - reviews, pricing plans, popular comparisons to other Cloud Storage products and more."
source_url: "https://www.capterra.com/p/10037401/Booksmate/"
page_type: "product"
language: "en"
---

# 

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

Last updated on September 16, 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

$19

Flat Rate, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Booksmate?[Manage this product listing](https://www.g2.com/products/booksmate/claim_requests/new?auto=true)

## 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.

[4.8 (2,290)](https://www.capterra.com/p/253631/Google-Cloud-Storage/reviews/)

Starting Price

$19

Flat Rate, Per Month

Starting Price

$0.0012

Usage Based, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.7 (28,497)

Value For Money

0.0 (0)

Value For Money

4.6 (20,622)

Customer Service

0.0 (0)

Customer Service

4.5 (18,613)

## Booksmate alternatives

Highest Rated

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

[4.8 (28,621)](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 (12,873)](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 (17,715)](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 (1,989)](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 and finance-focused teams that manage invoices and bookkeeping. It also suits accountants, bookkeepers, tax advisors, and other finance professionals in accounting and financial services who need support with day-to-day recordkeeping and billing tasks.

Features and Usability

### What are the key features of Booksmate?

Booksmate offers API access, activity tracking, and data synchronization for managing system interactions and keeping records aligned. Its document management suite includes document storage, file management, file sharing, file transfer, and archiving and retention, supported by data storage management for organizing and preserving files.

Pricing

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

Booksmate starts at $19 per month for the Basic plan, with a free trial available. Basic includes 600 documents per year, 1 team member, unlimited websites and emails, advanced OCR, WhatsApp receipt scanning, auto-export integrations, and human support. Business costs $49, and Enterprise costs $99.

Getting Started and Support

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

Booksmate offers live online sessions, documentation, and videos to help teams get started. Live online sessions provide guided instruction, documentation offers written reference material for setup and feature checks, and videos support self-paced learning and review of key tasks.

Getting Started and Support

### What customer support options does Booksmate offer?

Booksmate provides Email/Help Desk, a Knowledge Base, Phone Support, and 24/7 Live Rep. Support coverage centers on direct contact and self-service help resources. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations.

## Features

AI summary

Based on 14,196 Cloud Storage reviews

Capterra reviewers highlight these as the features buyers care about most when comparing Cloud Storage software:

-   **File Transfer** (**48%** of reviewers rated this feature as critical)
-   **Document Storage** (**55%**)
-   **Secure Data Storage** (**57%**)

Booksmate includes **File Transfer** and **Document Storage**, so teams can move files between users and keep business documents organized in one place. However, it does not offer **Secure Data Storage**. Instead, it provides **File Sharing** (**50%**), which still gives teams a practical way to distribute content and collaborate across departments. Together, these features help businesses manage documents more efficiently and keep everyday file access simple for staff.

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

### All Features
- 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
- Document Storage: Store and organize documents in a centralized system
- File Management: Create, save, and store files
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- File Transfer: Move files across different systems or networks

---

## Pricing

Free Trial

[View pricing plan details](https://www.capterra.com/p/10037401/Booksmate/pricing/)

Basic

$19.00

Flat Rate,Per Month

It includes:

-   Flat rate pricing
-   600 documents/year
-   1 team member
-   Unlimited websites
-   Unlimited emails
-   Advanced OCR
-   Scan receipts via WhatsApp
-   Auto-export integrations
-   Human support

Business

$49.00

Flat Rate,Per Month

It includes:

-   Everything in Basic
-   6000 documents/year
-   Up to 5 team members
-   Priority human support (12-hour)

Enterprise

$99.00

Flat Rate,Per Month

It includes:

-   Everything in Business
-   Unlimited documents
-   Unlimited team members
-   Priority human support (6-hour)
-   500+ Integrations

## 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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