--- title: "ProfitBooks Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is ProfitBooks the right Billing and Invoicing solution for you? Explore 101 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/142288/ProfitBooks/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- ProfitBooks 4.4 (102) [View alternatives](https://www.capterra.com/p/142288/ProfitBooks/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 19th, 2026 # Reviews of ProfitBooks Ease of use 4.5 Customer Service 4.3 ## Pros and Cons in Reviews DB Deepa B Creative DirectorEvents Services, 2 - 10 employeesUsed the software for: 1-2 years. “For small business owners like me,ProfitBooks strikes the perfect balance: powerful enough to handle core accounting needs, yet simple and affordable.“ July 4, 2025 MK Mahalakshmi K Invoice CreationFishery, 501 - 1,000 employeesUsed the software for: 1-2 years. “The Excel upload list feature in ProfitBooks is a bit confusing and could be improved for easier use.“ March 13, 2026 SA Suman A OwnerAccounting, Self-employedUsed the software for: I used a free trial. “Invoicing,expenses tracking and inventory managment make it a good fit for small businesses.“ September 5, 2025 AN Akshay N ExecutiveImport and Export, 2 - 10 employeesUsed the software for: Less than 6 months. “Basic feature like sort is not available (eg sorting as per date, amount, inv/purchase nos)“ July 12, 2024 Harish P FounderArchitecture & Planning, 11 - 50 employeesUsed the software for: More than 2 years. “I liked the simplicity in maintaining finances on ProfitBooks.“ September 16, 2026 CP Clint P OwnerHospitality, Self-employedUsed the software for: Less than 6 months. “They took an age to respond to my request to fix the problem and a guy called \[sensitive content hidden\] said he’d get his “team” onto it, the thing is I don’t believe there is a team because he is the only one who responds to WhatsApp, email or live chat!“ November 8, 2024 DB Deepa B Creative DirectorEvents Services, 2 - 10 employeesUsed the software for: 1-2 years. “The real-time dashboards and financial reports give me full visibility into cash flow and profitability.“ July 4, 2025 CP Clint P OwnerHospitality, Self-employedUsed the software for: Less than 6 months. “The issue still exists and today I received an email asking to join a Microsoft team meeting to fix it, I declined as it was obvious it was just another delaying tactic…..avoid at all costs“ November 8, 2024 ## Showing most helpful reviews Showing 1-25 of 102 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Yali Y. B2B Wholesale Operations & CRM Coordinator Used the software for: 1-3 years ### "Centralizes POs, Pricing, and Reconciliation—A Big Win for Our Wholesale Team" November 6, 2026 4.0 What problems ProfitBooks solves for me are mostly the messy, scattered record-keeping headaches that used to slow down our whole Epoch Tech Wholesale back-office team, and it’s taken a ton of stress out of our daily B2B electronics order and vendor management. Before we started using it, our critical data was split across half a dozen different places: one Excel workbook for vendor lead times, another for tiered buyer pricing, a separate bank spreadsheet for invoice payments, and our CRM only holding sales follow-up notes. Nothing talked to each other, and that disconnect kept creating avoidable mix-ups. I was constantly copying values back and forth, cross-checking multiple files every time a sales rep sent out a quote, and it was way too easy for outdated information to slip through the cracks. One big recurring problem it fixed was tracking our net-30 invoice payments against open B2B orders. We work with dozens of repair shops and local electronics resellers, and they often send wire transfers without including the correct PO reference number. Before ProfitBooks, matching those unlabeled payments meant jumping between bank downloads, CRM order logs and our pricing spreadsheet. Back in February, we had a payment from a multi-location tech buyer come in with no PO attached. I would’ve spent well over an hour chasing notes and cross-referencing tabs, but inside ProfitBooks I could pull up all their open invoices sorted by amount and match the payment in minutes. That cuts down my daily reconciliation time a lot, and we’re far less likely to mark an invoice paid incorrectly or accidentally send a duplicate payment reminder to a loyal buyer. It also solved the pain of bulk data imports for our vendor cost sheets and new reseller accounts. Every week I get updated pricing and lead time files from our suppliers in Shenzhen and Guangzhou. Manually typing every SKU cost, lead window and discount rule was tedious and error-prone. Last quarter, before we adopted ProfitBooks, I typed in the wrong unit cost for a batch of wireless chargers. That mistake fed straight into our sales quotes, and we nearly took a loss on a large 800-unit order. Now I use the CSV bulk import feature, and the built-in value checks catch obvious outliers before the data lands in our live records. It doesn’t eliminate every single mistake, but it acts as a first safety net that we didn’t have before. The centralized custom fields are another huge benefit. I log component lead times, shipping terms, buyer discount tiers and special client notes right on the account and vendor profiles. When our memory chip supplier alerts us to production delays, I update that lead time field once, and every sales person can see that note when they’re drafting quotes. That stopped the old issue where one person had updated lead info in their private spreadsheet and the rest of the team had no clue. It keeps our sales promises aligned with what our vendors can actually deliver. At the end of the day, the main benefit is that it consolidates our core order, billing and vendor data into one single source of truth. It doesn’t handle every wholesale-specific workflow we wish it could, but it reduces my repetitive manual copying, lowers the risk of quoting errors and payment mismatches, and makes it easier for our small team to stay on the same page without constant back-and-forth messages. I spend less time hunting for records and fixing data messes, and I get more bandwidth to focus on coordinating vendor stock updates and cleaning up our internal quoting workflows. Pros What I like best about ProfitBooks is how it knits our purchase orders, vendor invoices, buyer pricing tiers and order status logs together in one single workspace, so our team doesn’t have to flip between a stack of disconnected Excel sheets and our CRM all day long. I’m the operations and CRM coordinator for Epoch Tech Wholesale, handling all the back-office flow for our B2B consumer electronics line—things like wireless chargers, Bluetooth headsets, replacement phone screens and bulk accessory kits. The custom field builder is honestly my favorite part. I built out fields for negotiated shipping terms, component lead time, buyer discount tier, hold status and private special notes for each reseller account, and those fields show up front and center whenever any sales staff opens a buyer profile. We work with a memory chip supplier out of Shenzhen, and just last month, they emailed us to say their wafer fabrication line was delayed, pushing lead times from 7 business days out to 18. One of our sales reps was already drafting a formal quote for a local electronics retail chain promising a one-week turnaround. Back when we tracked lead times only in a shared spreadsheet, that mistake would’ve slipped right past us. Instead, I hopped into ProfitBooks, edited the lead time custom field for that vendor, added a bright internal alert tag, and the rep saw the warning while they were still writing the quote. We adjusted the timeline upfront, avoided a broken delivery commitment, and didn’t end up stuck fielding angry calls or scrambling to source emergency stock from a more expensive backup supplier. I also lean hard on the bulk CSV import function, which I run every Monday morning to load newly approved reseller accounts, closed order logs and updated vendor cost sheets. We bring on 4–6 new small repair shops and local tech resellers every month, and manually entering every buyer’s custom discount rules, shipping preferences and billing contact used to burn most of my Tuesday afternoon. A couple weeks ago, I was uploading cost data for our portable power bank vendor, and I mixed up the CSV columns—swapped the volume discount percentage column with the freight surcharge column. ProfitBooks immediately threw a warning about impossible discount values above 100%, instead of blindly importing the bad data. I fixed the mapping before the file saved, and that stopped wrong pricing from pushing out to eleven of our regular bulk buyers. If that bad data had synced over to our CRM, we would’ve sent out incorrect quotes and had to walk back pricing with established customers, which would’ve hurt our trust. The invoice and payment reconciliation tools are another lifesaver with our net-30 B2B payment terms. We juggle dozens of open orders every week, and payments often come in without clear reference numbers. Earlier this quarter, a repeat buyer, a regional tech repair chain with three store locations, submitted a wire transfer but noted the wrong PO number on their payment. Before ProfitBooks, I would’ve had to cross-reference bank statements, separate order spreadsheets and CRM notes for over an hour to match the payment. Here, I pulled up their account history, filtered open invoices by the payment amount, and reassigned the payment to the correct order in just a couple minutes. It’s not loaded with fancy enterprise-level automation, but it fits our small 11–50 person wholesale team perfectly. It keeps all our vendor constraints, buyer pricing and payment records centralized, slashes my repetitive data entry work, and catches tiny data errors before they blow up into costly vendor disputes or upset B2B buyers. Our part-time back-office assistant can also run simple reports and look up invoice status after a quick 20-minute walkthrough, no long training required. Cons What I dislike about ProfitBooks is that it’s built for simpler small-business bookkeeping, so it falls short for our B2B electronics wholesale workflows that rely heavily on layered pricing and bulk order changes. The biggest headache for me is how clunky the custom field logic is. I set up fields for component lead time, buyer pricing tier, and special shipping terms, but there’s no conditional rule support. For example, if a buyer qualifies for our tier 3 bulk discount, I can’t auto-lock their freight term field or pop up a reminder that their orders require palletized LTL shipping. We ran into a messy issue back in April with our portable screen supplier from Guangzhou. One of our sales guys manually changed a long-term reseller’s pricing tier but forgot to update the accompanying freight note. The system didn’t flag the mismatch, and we scheduled a small parcel shipment for a 400-unit screen order. The freight cost ended up being way higher than we quoted, and we ate almost $720 in extra shipping fees because there was no guardrail in the tool to catch that conflict. I also struggle with the CSV import error messaging. When a bulk upload fails, the alert only tells you the upload didn’t go through, it doesn’t point to which exact row or column is broken. Every week I import updated vendor cost sheets and new buyer rosters. Last month I was uploading updated pricing for our Bluetooth headset line, and one single cell had a stray text note mixed into the unit cost column. The whole import crashed. I spent nearly 40 minutes scrolling through 220 lines of CSV hunting for that one bad entry. If it highlighted the problematic row number, this routine maintenance work would be so much faster. Review Source Finance Manager Used the software for: 3-5 years ### "Simple, User-Friendly, and Great Value for Money" September 24, 2026 4.0 Overall, ProfitBooks is a reliable, user-friendly, and cost-effective accounting solution, and I would recommend it to businesses looking for simple and efficient accounting software. Pros I have been using ProfitBooks for more than three years, and overall, I have had a very positive experience with the platform. It is easy to use, intuitive, and offers great value for money. One of the biggest advantages of ProfitBooks is its simplicity. Even users without an accounting background can easily understand and use the software. It provides all the essential features required for day-to-day accounting and business management. Cons Issue resolution takes longer than expected. The one area I would suggest improving is customer support. Review Source Creative Director Used the software for: 1-3 years ### "Value for money" September 22, 2026 5.0 I am super thankful and grateful for ProfitBooks. With the state of my business- which is slow- ProfitBooks is the choice for me. Pros I am grateful for ProfitBooks. I don't have a lot of business right now, so with ProfitBooks it allows me to create invoices to potential customer. And it's under a free plan so I am thankful. I gives me the option to set up my inventory and also create my invoices and set up my clients accounts. So I am thankful that they can assist a small business that is just starting out. Cons I am yet to find out as I am just starting out with my business. Maybe when business picks up and I use it more then I can provide a feedback on this. Review Source Founder Used the software for: 3-5 years ### "Easy to use imvoice and expense management " September 19, 2026 5.0 Pros I liked the simplicity in maintaining finances on ProfitBooks. Being an Architect, it becomes difficult to handle accounting software but with ProfitBooks there is better visibility pf reports. Support team is helpful Cons Ability to send invoices from my email id would have been better. Roight now system id is used to send invoice emails. Switched from [TallyPrime](https://www.capterra.com/p/127762/Tally-ERP-9/) Ease of use and access om mobile. Access from anywhere is food Review Source Election goods Used the software for: 3-5 years ### "Good experience with network team" September 10, 2026 5.0 Good, they support all the time, answers every question asked and helps us to saught out every problem Pros Customer support for any quiery, they revert back every question but take time for convey at times. . Cons There disturbance in software most of the time, at the time when they make changes in software, but frankly telling, they should tell every user before there changes Review Source Invoice Creation Used the software for: 1-3 years ### "Good Tool for Managing Invoices" March 16, 2026 5.0 My overall experience with ProfitBooks has been good, as it helps manage invoices and accounting easily. Pros I like the invoice creation section in ProfitBooks because it makes generating invoices quick and easy. The process is simple and user-friendly, allowing me to create and send invoices without spending much time. It helps keep billing organized and makes managing payments more efficient for daily business tasks Cons The Excel upload list feature in ProfitBooks is a bit confusing and could be improved for easier use. Review Source Accountant Used the software for: 1-3 years ### "Easy and Efficient Accounting with ProfitBooks" March 16, 2026 5.0 Very Helpful Tool for Daily Accounting Work, Good Software for Invoices and Accounting, Smooth and Reliable Accounting Experience Pros Efficient Accounting Management Platform, User-Friendly Cloud Accounting Software , Smooth and Reliable Accounting Experience Cons Limited advanced features compared to some larger accounting software Inventory management features are basic, Review Source Business Manager Used the software for: 1-3 years ### "overall good" March 12, 2026 5.0 Pros easy access for all entries . like customer creation and generating invoices and purchase entries and all Review Source NA Used the software for: 3-5 years ### "User Friendly Application" May 16, 2024 4.0 Pros The visual graphs presented including the dasboard and Report generation Cons Invoice preparation, It needs to be more user friendly. Also the mobile app should be enhanced Review Source CMO Used the software for: 1-3 years ### "Simple and best to use for invoice and inventory management " May 15, 2024 5.0 till now experience was good and there support team is grate. Pros easy to use, no need to set up and have training on the application direct use with minimal information added and the most important is data security Cons its a cloud-based web app, no set up requred any where we can use on webapp Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/) their services are hosted in India, and each time new employ need a training application. Reasons for choosing ProfitBooks data security and esay to use any were no setup cost Review Source Owner Used the software for: Less than 1 year ### "Scam avoid this software " November 19, 2024 1.0 Disgusting from start to finish , being lied to constantly Pros Nothing , absolutely a scam , data collection at its worst Cons Total scam I’m still trying to deal with, as soon as they had all my details I couldn’t log in again. I first thought it might be me, so I created another account, different email, same thing happened. They took an age to respond to my request to fix the problem and a guy called \[sensitive content hidden\] said he’d get his “team” onto it, the thing is I don’t believe there is a team because he is the only one who responds to WhatsApp, email or live chat! I later received a blank email, no business details at all or signature telling me my new password was password, it didn’t work of course. \[sensitive content hidden\] later WhatsApp messaged me asking for the password they had sent!?!? The issue still exists and today I received an email asking to join a Microsoft team meeting to fix it, I declined as it was obvious it was just another delaying tactic…..avoid at all costs Review Source Admin Used the software for: 3-5 years ### "ProfitBooks " August 18, 2022 5.0 I am happy to use ProfitBooks for Payroll & Invoices generation. Pros I would like to process of Payroll process and generating Invoices and settlement of Invoices are easy in this website. Cons We did not used banking services in this website. Alternatives considered [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[OrangeHRM](https://www.capterra.com/p/49068/OrangeHRM/) Reasons for choosing ProfitBooks Very less price subscription availed from this ProfitBooks. So highly recommend to use this website. Review Source Response from ProfitBooks Accounting August 19, 2022 Thanks for your feedback. We encourage you to use the banking features. Head Strategy Used the software for: 3-5 years ### "Ease of invoicing " May 16, 2024 5.0 It is good. I have been using it since 2016. Pros The User Interface, the recent upgradation is really good. It is cloud based, hence I can access it from anywhere around the globe. Cons The period needs to be selected for every window. If we can select the period at the start and view transactions, especially in the cases where you need opening and closing balances. It gets little difficult at times. Also, sometimes once u are done entering data and click on save, it says something went wrong. That causes loss of time. Switched from [TallyPrime](https://www.capterra.com/p/127762/Tally-ERP-9/) We wanted a cloud based software for accounting. Review Source CEO Used the software for: 3-5 years ### "One of the best Billing and Accounting Platform" December 5, 2023 5.0 Excellent. Have been using this platform since last 4 years and we are very happy to have this as part of our company's critical asset. Pros Simple design Easy to implement Simplistic workflow Easy to learn Works for different product portfolios Cons Inventory report is not sufficient. Warehouse wase inventory transction report should be there. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reasons for choosing ProfitBooks Less expensive Easy to implement Sufficient for our business needs Review Source Proprietor Used the software for: Less than 1 year ### "Excellent Software" August 22, 2022 4.0 Pros User Friendly, Almost covering all major features with related to manufacturing, accounting and inventory control. Cons There are some areas need to be improved., mainly in payment gateway through internet banking. google pay etc. and area needs to be improved in "Reports" and mainly need a feature to account non-inventory items. apart all we need a structure to control depreciation and interest calculation on investment. Alternatives considered [Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/) Reasons for choosing ProfitBooks I felt this is user friendly and ease to use for any individuals. Review Source Director Used the software for: I used a free trial ### "Accounting Software for Non Accounting people" November 4, 2024 5.0 overall experience was good enough to use, Still trying the software Pros Ease of using, non accountrs person can also use it easily Cons unable to create staff, unable to import or export data from tally Switched from [TallyPrime](https://www.capterra.com/p/127762/Tally-ERP-9/) User Interferance was not good enough to work, took more time to do invoicing and accounting Review Source C.E.O. Used the software for: 1-3 years ### "General Overview of Profitbooks accounting software " January 23, 2024 5.0 It's working perfectly and gives accurate results. Also, it's cost effective when compared to other apps. Pros It shows accurate and effective reports at all times. Cons Roles and Permissions for other Users should have more filter options for other users i.e enable view, or disable Switched from [Zoho Inventory](https://www.capterra.com/p/146241/Zoho-Inventory/) Subscription fees is too costly and I was fortunate to change my subscription to life time subscription in Profitbooks which have not seen anywhere. Reasons for choosing ProfitBooks I am free from monthly or annual subscriptions and it's costs. Review Source Accounting Intern Used the software for: Less than 1 year ### "Honest Review from Shahnaz, Whizoid Studio LLP" July 11, 2024 4.0 Overall experience with ProfirBooks till now is amazing but in very few areas can be better, Honest opinion is very useful to ProfitBooks Pros Very strong Accounting structure, Reports and Analytical Statements are very helpful, interface is also very user friendly, All the areas are very effective for the user. Cons Need to develop more about GST, At the end of the it is finding difficult to match the balance of GST in the portal to profitBooks balance, Invoicing can be better like adding authorised signatory, QR code etc Switched from [Refrens](https://www.capterra.com/p/204191/Refrens/) For effective Reporting, More flexibility to use all the areas Alternatives considered [Bookkeeper360](https://www.capterra.com/p/215737/Bookkeeper360/) Reasons for choosing ProfitBooks User Interface and ease in flexibility for multi currency Invoices Review Source Suman A. Owner Used the software for: I used a free trial ### "Effortless Accounting with ProfitBooks" September 8, 2025 5.0 Incredibly user friendly and cost effective software and best option for small businesses. if it focuses on advanced features then large enterprises also can use it with it's cost effective feature. best tool to get business finances and highly recommended for small businesses. Pros It has a user friendly interface and it simplifies the accounting for non-accountants. Perfect for small business owners. Invoicing,expenses tracking and inventory managment make it a good fit for small businesses. Huge Time saver! Cons Limited scalability and it focuses on simplicity over advanced features, it can help only small businesses and freelancers and it's not a good decision to use it for growing business. Review Source Partner Used the software for: 3-5 years ### "Wholistic Accounting Software" August 26, 2022 5.0 I can rely on all accounting data on ProfitBooks. My bookkeeper can work simultaneously on the same data. Pros The product is very easy to use and customer support gives a lot of confidence to use the software. Cons Need documentation management. It will help in online record keeping. Switched from [TallyPrime](https://www.capterra.com/p/127762/Tally-ERP-9/) Online Access of my data. Review Source Owner Used the software for: Less than 1 year ### "Profit book software is the best online software " December 4, 2023 5.0 Profit book software is well working best experience with team Pros All is well in profit book software stock inventory is properly working on problem in it Cons Profit book software is good software is good I think Review Source eazytouch E. ICT Manager Used the software for: 1-3 years ### "Impressive Experience with profitbooks" May 16, 2024 4.0 Pros It provides a solution to small to medium sized enterprises at an affordable price. Its easy to set up. It fits in most business scenarios. It is comprehensive Cons it should give a room for customizations since some businesses require additional unique features that are not generic to all businesses Reasons for choosing ProfitBooks It was easy to implement and the pricing was favorable Review Source Suresh Kumar P. Managing Director Used the software for: Less than 1 year ### "Profit books usage" April 21, 2024 5.0 It was very nice right from the support received from profit books team Pros I liked the user friendliness of the system. Cons not very elaborate in taking reports and analytics Switched from [TallyPrime](https://www.capterra.com/p/127762/Tally-ERP-9/) Reasons for choosing ProfitBooks referred by another person as he found it very helpful for his business Review Source KOFRANS HOME D. CEO Used the software for: Less than 1 year ### "Very good for business owners " May 5, 2023 4.0 Pros I really like their inventory and income and also the reporting Cons I hate the fact that you can’t assign designations eg- let a user be able to assess invoices and also be able to add customers And also work on your invoice templates Switched from It became expensive I can’t use all my profits to pay for a subscription Review Source Business Administration Executive Used the software for: 1-3 years ### "Easy to use " November 29, 2023 4.0 Good , Easy to access from anywhere and we can produce clear estimates & invoices. Pros Easy to access from anywhere and we can produce clear estimates & invoices. Cons When we apply discount it does not showing properly in the subtotal and total Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.