# Smartbooks Software Pricing, Alternatives & More 2026 | Capterra

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

Source: https://www.capterra.com/p/10038882/Smartbooks

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# 

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

Last updated on March 27, 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)[Features](#features)[Pricing](#pricing)[Support](#support)

Smartbooks

## What is Smartbooks?

Smartbooks is a financial management software that automates reporting, planning, and consolidation. It integrates with accounting systems and various operational data to centralize data, reducing manual entry and errors. The platform generates customizable reports like profit and loss statements, balance sheets, and cash flow analyses. Advanced analytics enable variance analysis and provide strategic financial and operational insights. Its planning tools simplify budgeting and forecasting, with an interface accessible to all skill levels. Scalable for single entities or multi-unit organizations, Smartbooks automates repetitive tasks, freeing finance teams for strategic decisions. It enhances financial discipline and operational efficiency for organizations.

## What is Smartbooks used for?

[Reporting](https://www.capterra.com/reporting-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

€50

Flat Rate, Per Month

Free trial  
available

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Do you work for Smartbooks?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.smartbooks.ai/&name=Smartbooks)

## 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.

### Smartbooks

0.0

VS.

[4.4 (15,309)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting Price

€50

Flat Rate, Per Month

Starting Price

$7.91

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.1 (8,028)

Value For Money

0.0 (0)

Value For Money

4.3 (5,515)

Customer Service

0.0 (0)

Customer Service

4.2 (5,170)

## Smartbooks alternatives

[4.4 (1,173)](https://www.capterra.com/p/130949/Paycom/reviews/)

Starting price

Contact vendor for pricing

[4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

[4.4 (360)](https://www.capterra.com/p/129749/Zoho-Analytics/reviews/)

Starting price

$30.00

Per User, Per Month

Highest Rated

[Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)

[4.7 (8,089)](https://www.capterra.com/p/177042/Google-Analytics/reviews/)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/177042/Google-Analytics/)

## Features

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

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Ad hoc Query

One-off queries made on an as-needed basis

Ad hoc Reporting

Generate one-off reports that meet information requirements

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customizable Dashboard

Alter the layout and content of dashboards

Customizable Reports

Alter the layout and content of reports

Smartbooks 22 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

One-off queries made on an as-needed basis

Generate one-off reports that meet information requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of dashboards

Alter the layout and content of reports

Creation and customization of dashboards

Connect to big data sources

Import and export data to and from software applications

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

Graphical representation of data

Generate reports to assess the financial performance of an organization

Form predictions based on past and present data/trends

Use AI to generate content in the form of text, images, videos, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Active reporting of data and metrics

View and track pertinent metrics to find patterns and gain insights from data

Reports specific to sales analysis for trends and strategies

Set a time to generate routine reports automatically

Allow users to access multiple services after entering their login credentials once

Review data from past periods to reveal recurring tendencies and predict future performance

Interact with data visualization elements, such as charts and graphs, to drill down into data

Get Advice

We can help you find the software with the features you need.

## Pricing

Free Trial

Finance Professional

€50.00

Flat Rate,Per Month

It includes:

-   Extensive automatic reporting for smaller organizations
-   Workflow for month-end closing
-   Textual explanations and financial results reporting
-   Automatic cash flow and dynamic reports
-   Period-over-period comparison
-   User Limit: Maximum 5 users
-   Implementation Fees: Fixed one-time fee: €400
-   Variable one-time fee: 1 x monthly fee
-   Additional Costs: €25 per holding per month

Finance Leader

€75.00

Flat Rate,Per Month

It includes:

-   Advanced reporting, planning, and consolidation for organizations with fewer than 10 entities
-   Includes all Finance Professional features
-   AI-based booking error signaling
-   Drilldown to journal entries and invoices
-   Dashboards and non-financial KPIs
-   Actual vs budget reporting and management reporting book
-   Power BI synchronization
-   Cost center/project analysis
-   Business model-driven planning (budget/forecast modeling, templates, variance analysis, year-end forecast, 13-week cash flow, multi-year planning up to 3 years)
-   Automated consolidation (single level, multi-level subconsolidation, budget consolidation, cost center consolidation, multi-currency consolidation, upload without API)
-   User Limit: Maximum 10 users
-   Implementation Fees: Fixed one-time fee: €600
-   Variable one-time fee: 2 x monthly fee
-   Additional Costs: €35 per holding per month

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## 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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