# 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 --- # 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)[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/) 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 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://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 (1,343)](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 (1,865) Value For Money 0.0 (0) Value For Money 4.2 (1,271) Customer Service 0.0 (0) Customer Service 4.4 (1,205) ## Smartbooks alternatives [4.3 (711)](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 (1,886)](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 [Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/) [4.7 (8,098)](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 Highest Rated [Quire](https://www.capterra.com/p/255521/Quire/) [4.8 (137)](https://www.capterra.com/p/255521/Quire/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars ## 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 need complex financial reporting and planning. It fits professional services and finance-focused teams in small, mid-sized, and larger companies that manage detailed accounting, forecasting, and financial oversight. Features and Usability ### What are the key features of Smartbooks? Smartbooks offers AI Copilot and generative AI for guided analysis, plus data connectors, data import/export, and data synchronization for working with multiple sources. It includes customizable dashboards, dashboard creation, and data visualization, along with ad hoc reporting, real-time reporting, financial reporting, forecasting, trend analysis, and scheduled reports. Talk to an expert ### More questions? Ask our experts Pricing ### How much does it cost and what fees or limitations are included? Smartbooks starts at €50 per month for the Finance Professional plan, which includes a €400 one-time implementation fee and €25 per holding monthly. The Finance Leader plan costs €75 per month with €35 per holding monthly. Finance Enterprise has custom pricing, and 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 training support guided instruction, webinars offer scheduled group learning, documentation provides written reference material, and videos allow self-paced review of 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. With no reviewer feedback available, support experience cannot be assessed from user comments, so the available channels are the only confirmed details about how customers can seek help. ## 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 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.