--- title: "Smartbooks Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Smartbooks Software - reviews, pricing plans, popular comparisons to other Budgeting products and more." source_url: "https://www.capterra.com/p/10038882/Smartbooks/" page_type: "product" language: "en" --- # Smartbooks 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) 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/)[Budgeting](https://www.capterra.com/budgeting-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 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 Smartbooks?[Manage this product listing](https://www.g2.com/products/smartbooks-ai/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. ### Smartbooks 0.0 VS. [4.4 (1,399)](https://www.capterra.com/p/130949/Paycom/reviews/) Starting Price €50 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 4.4 (1,872) Value For Money 0.0 (0) Value For Money 4.2 (1,275) Customer Service 0.0 (0) Customer Service 4.4 (1,210) ## Smartbooks alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) [4.6 (1,893)](https://www.capterra.com/p/176586/Power-BI/reviews/) Starting price $10.00 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/176586/Power-BI/) Highest Rated [Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/) [4.7 (8,101)](https://www.capterra.com/p/177042/Google-Analytics/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/177042/Google-Analytics/) [Datarails](https://www.capterra.com/p/177451/DataRails/) [4.7 (244)](https://www.capterra.com/p/177451/DataRails/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/177451/DataRails/) ## FAQs about Smartbooks Overview ### What company size and specific industries is Smartbooks built for? Smartbooks is designed for finance professionals, accounting firms, financial consultants, CFOs, controllers, and organizations that manage complex financial reporting and planning. It fits finance and accounting teams in small to large businesses that need structured support for reporting, forecasting, and planning across demanding financial operations. Features and Usability ### What are the key features of Smartbooks? Smartbooks offers AI Copilot and Generative AI for assisted analysis, plus Data Connectors, Data Import/Export, and Data Synchronization for bringing in financial data. It includes Customizable Dashboards, Activity Dashboard, and Dashboard Creation, along with Reporting/Analytics features such as Ad hoc Reporting, Real-Time Reporting, Financial Reporting, Forecasting, and Trend Analysis. Pricing ### How much does it cost and what fees or limitations are included? Smartbooks starts at €50 per month for the Finance Professional plan, with a €400 one-time implementation fee and €25 per holding per month. Finance Leader costs €75 per month with €35 per holding per month, and Finance Enterprise has custom pricing. A free trial is available. Getting Started and Support ### What training and onboarding options does Smartbooks offer? Smartbooks provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online options support guided instruction, webinars cover group learning, documentation offers written reference material, and videos provide self-paced viewing for reviewing key steps. Getting Started and Support ### What customer support options does Smartbooks offer? Smartbooks provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Without reviewer feedback on support, no claims can be made about response times, helpfulness, or common frustrations. These channels give users multiple ways to find answers or contact support. ## Features AI summary Based on 4,769 Budgeting reviews Capterra data shows that buyers of reporting software rank the following features as their top priorities: - **Customizable Reports** (**54%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**56%**) - **Data Visualization** (**44%**) Smartbooks supports all three of the features reviewers rate most important: **Customizable Reports**, **Reporting/Analytics**, and **Data Visualization**. Together, these capabilities help businesses tailor reports to specific needs, track performance through clear analytics, and present data in visual formats that are easier to understand, allowing teams to make faster and more informed decisions. 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 ### All Features - 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 - Dashboard Creation: Creation and customization of dashboards - Data Connectors: Connect to big data sources - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Financial Reporting: Generate reports to assess the financial performance of an organization - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Real-Time Reporting: Active reporting of data and metrics - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Single Sign On: Allow users to access multiple services after entering their login credentials once - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Visual Analytics: 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 [View pricing plan details](https://www.capterra.com/p/10038882/Smartbooks/pricing/) 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 Finance Enterprise Contact vendor for details It includes: - Advanced reporting, planning, and consolidation for organizations with more than 10 entities or high volume/complexity/multiple business models - Includes all Finance Leader features - Business model-driven planning up to 5 years - User Limit: Unlimited users - Implementation Fees: Custom pricing (on request) - Additional Costs: Custom pricing (on request) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.