Who Uses This Software?

We serve small business owners typcially within


Average Ratings

52 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $99.00/month
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Bookly
  • www.bookly.co
  • Founded 2013
  • United States

About Bookly

Bookly is an online bookkeeping service designed for small business owners. We pair you with a dedicated bookkeeper and our software so we can handle your books for you. Securely send your data to your bookkeeping team automatically by connecting your bank accounts, credit cards and third party integrations to the Bookly app. Moving forward your bookkeeping team will ensure your financials are up to date, payroll is delivered, and taxes are filed. Allowing you to do more of what you love.


Bookly Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Collections
  • Consolidation / Roll-Up
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Government
  • Multi-Currency
  • Payroll
  • Project Accounting
  • Purchasing
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Trust Accounting

Bookly Reviews Recently Reviewed!

Excellent bookkeeping website that helps keep my small business humming .

Oct 30, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Its soooo easy to use and run reports. It almost runs itself. One click and you can run and print an important financial report in 10 seconds or less

Cons: I wish there was a cash flow report that could be run as easily as a balance sheet. Also the Barclays Mastercard does not sync so constantly have to send in hard copies on excel to have actual person input the data.

Extremely slow service, after 12 months had to hire a cpa to Fox all the errors

Oct 30, 2017
1/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Cons: I had a very unpleasant experience. From the get go they were behind by several months. My numbers were never correct. I finally had to hire a cpa to get it all fixed and was told I would receive a refund. True to their form, I never received that refund and they stopped answering my emails. Extremely disappointing service.

Overall: None

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Setup was quick and professional. For a small fee, they even reconstructed the previous two years.

Oct 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: In addition to being comprehensive, it is completely intuitive. There is effectively nothing to learn in order to be up and operating as soon as your accounts are linked.

Overall: A reminder of why I need to use your system to solicit testimonials in the future.

Its been really good

Oct 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: its very functional. The interface is easy to navigate and it's very accessible. The accessibility and functionality make it a win for me

Cons: no real cons. I feel like i would be making something up or nitpicking. If I must nitpick customizing it to look like our organization isnt intuitive

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So far so good!

Oct 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Seems easy to navigate, easy reporting functions. The bookkeeper assigned is readily available to get everything set up.

Cons: Cannot always do auto loading of credit union accounts. It has been a longer process to get set-up and my books caught up.

Overall: Looking forward to getting books up to date real time and up to date whenever I want to see where our company is financially.

Great support

Oct 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Organizing Expenses, support for bookkeeping. Helpful staff. User Interface, Connection to my bank accounts

Cons: I would love to have a better month to month comparison. And year to year too in that sense. thank you

It's a wonderful service that keeps me up to date with my business.

Sep 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I love how simple it is to and how affordable it is. The best part is that I am assigned to one person who looks after all my books.

Cons: I love it but I wish there was a mobile app for it especially for IOS so I can have Bookly with whenever and whenever.

Overall: It keeps me up to date about my finanaces.

Smooth transition

Sep 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use. Easy to integrate with other platforms. Quick and helpful customer support. Confidence that the Bookly team is taking care of our accounting.

Easy to use, clean look, my accountant asked me for some info and I just sent him a bookly report.

Sep 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I don't really have to do much and it gives me an overview. My business is pretty simple, but it saves me a lot of time.

Cons: There is stuff in there that I don't know what it is or how I am supposed to use it, or what benefit it is to me. I have not really spent much time on bookly, but I honestly could have used like an email with a link to a training video or something. Something encouraging me to actually use the services they are providing, and what those services are. My year breakdown takes forever to load, right now it is not loading at all.

Overall: I don't have to print out a year worth of statements from my business account and label and categorize each transaction since the software is hopefully doing it for me.

Great product that I would recommend to others.

Aug 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Quick access to reporting, whereas before, I had to email my bookkeeper and wait for several days before I could get the same reports. Also is something is miscategorized, there is easily functionality to recategorize the expense.

Cons: Sometimes there is some lead time to get questions/issues resolved. This has improved as both my bookkeeper Dora and myself have gotten accustomed to our needs.

Overall: Ease of use.

Had one of the worst experience with them, using their bookkeeping and tax filing services!

Aug 02, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: - Supposedly cheaper than a traditional bookkeeper, but the amount of time you spend correcting them is not worth it.
- Friendly sales people, but poor problem solving skills. I had to follow up with them constantly to get work done.

Cons: Everything. They could not deliver what they promised. Over-promise, under-deliver should be their moto. Plus they have a gap in their tax filing process, but they would not own up to it. It has cost me more than $2,600 in IRS fees due to their oversight and mistake.

Overall: unnecessary stress, the thing I thought they would help solve with their service

Love it. Very easy

Jul 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's easy to use & quick to learn. Bookly team is always available to answer any questions in an efficient & timely manner

Cons: It's hard to see all the features. You have to scroll right & left. It can be little frustrating sometimes.

Overall: Company's financial statements

Bookly charged me for services I never used.

Jul 09, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: The software and concept are good but the company does not conduct itself professionally. They made assurances that they could come up with a solution but ultimately, they failed to do so and still wanted me to pay.

Cons: I received a trial subscription from Bookly and started working with some of their personnel. The staff were very friendly but were not knowledgable enough to figure out the complexity of my needs. Note that my needs were not that complicated. After trying to find a workable solution for me, they deemed I needed to use their partner software named Xero. After multiple attempts and phone conferences, they still were unable to come up with a system that would meet our needs. Subsequently, they ceased correspondence and since I was on a free trial, I let it go. Several months later I noticed on my credit card statement that they had been charging me monthly for their services. I reached out to them again multiple times and long story short, they wouldn't refund my money. I have all the emails to corroborate this story and ultimately, I had to go to my credit card company which disputed the charges and refunded my money. Needless to say, I was shocked and disappointed that Bookly would not refund the charges they had applied for work they never did. It's sad that I had to go to my credit card company to get things right.

Overall: Nothing but pain.

The team at booky has been friendly, accessible, and extremely helpful.

Jun 20, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: As a small business owner with very little accounting experience, it's nice to have someone who knows what they're doing keeping an eye on things without having to hire an accountant.

Cons: It's somewhat expensive, but not too expensive for the services provided. Also, it would be nice to be notified more regularly when there are questions about the account.

Bookly Makes Books Easy! I dreaded using other programs because I'm not the best with numbers.

Jun 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Automated and easy to keep up with monthly instead of waiting until the end of the year! Having a knowledgable accountant at my beck and call makes me feel confident that what I'm doing is correct always, and if I have a questions it is easily and quickly answered. I hated using other software programs like the one that just stopped supporting the version I was using because they want me to pay for another upgrade. With Bookly, there is no capital upgrade outlay, just a monthly fee that covers everything. I like the way the software pulls in my data in from my accounts and then my accountant just asks me simple questions about what the expense was for and then determines the correct category. I love the ease of being able to ask a question of my accountant and get an answer fast. I don't have to think about what I'm doing from day to day. I just login and see what our financial picture looks like. You won't find a software product with the simplicity and clarity than Bookly has. I love the weekly cash flow updates too. If Quickbooks or other programs are too difficult for you to use Bookly is your answer! It's far more valuable than the price charged. Peace of mind is priceless. I don't worry about receipts that I don't know what to do with. I just upload them and let my accountant handle it. It's like a Butler for your Books!

Overall: Saved time by not spending hours trying to figure things out. Saved money not buying upgrades over and over for software that is too difficult to use. Saved my sanity by knowing that my books are correct at all times and having access to a real accountant everyday.

Great Programs

Jun 05, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like how it has everything in one. I can do my invoicing and keep up with all my finances. I do a lot of work out of office and can keep up with all my billing and finances on my Ipad. I highly recommend the program

Cons: I have been trying to change the name of my company, I can't find how to do that. We renamed our company. I also am having problems downloading my bank account information into Bookly. I haven't contacted support yet.

Overall: Its all in one and easy to use.

Great Graphics

May 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I really love how easy it is to know what's going on with my accounts, and outstanding invoices. The graphics are fabulous and my favorite feature by far! Having a bookkeeper and customer support that you can reach out to at anytime with questions is phenomenal! Great service!

Cons: Some things aren't as intuitive as I would hope but they do seem to be getting better each week, so there must be a great tech team at work continually designing because each month the features seem to improve.

Overall: Fabulous bookkeeping service!

Very Helpful. As a start-up, we need all the help we can get, especially with financial things.

May 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to understand and intuitive. I like the fact that each expense and income source can be categorized.

Overall: financial organization, everything in one place, friendly service, company that can handle us now matter how small we are or how big we become.

Finally my books are in order!

May 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: That my books are in order and I know where my expenses are and my money is going. My book keeper reaches out with any questions they have and always answers my questions quickly.

Cons: Really my only complain (other than seeing that I spend way too much money a month) is that I have to resync my accounts a lot

Love working with the simplicity of Bookly! They are on point with how modern business is run.

May 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Communicating with my accountant is simple and lots of transactions can be clarified in only a few minutes. Keeps everything organized and easy to read. Love the dashboard and how clean/clear everything looks. It's so easy for non-accounting business owners to keep on track with everything.

Amazing service, knowledgeable and accessible

Apr 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and understand, and everyone at Bookly is very knowledgeable about using it as well.

Cons: I'll let you know when I find one. Maybe that it's not free? haha j/k

Overall: I've been putting off handing off my bookkeeping and accounting for YEARS much to my detriment. Finally did it, and very happy I did. The service is very easy to use, and I was even able to call my bookkeeper the day before the tax deadline this year and we spoke for 45min to get some last minute stuff worked out. Seriuosly fantastic, and cheaper than other services out there.

Recommendations to other buyers: I've already recommended this to a few other business owners i know.

Great Company!

Apr 21, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, intuitive and never down for maintenance.

Cons: Nothing that I have experienced so far.

Overall: When I first started my business, I tried to do the accounting on my own. Needless to say, after a short time I was in over my head. I shopped around and found Bookly and have never looked back. From their price to their customer service, I have never once felt like I wasn't being taken care of. I would recommend to anyone who needs online accounting to look no further. Go with Bookly!

Bookly Software Review

Apr 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Everything has been good so far. Very easy to use. I use it to check up on our expenses occasionally does a great job of helping us see where the money is going.

Love This Service!

Apr 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to navigate and easy to get help.

Cons: I would like to have more control over changing categorizations of transactions.

Overall: My account specialist is fantastic. He answers by questions quickly and effectively solves any issues I may have. Customer service is always extremely friendly and helpful and the service takes a huge weight off of my shoulders.

I am in BOOKKEEPING Heaven!

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease to use and it did not take hours for me to learn to use and navigate. These were very important to me.

Cons: - Revamp the ability to add milage because the one entry at a time is brutal.
- If customer using tax service, then ability to ADD other expense totals i.e. TAX INFORMATION and under it categories (W2: ____, Cash Donation Total: _____, Student Loan: ___)
- Files ADD categories i.e. 2015, 2016, 2017 so we can group files together by the year not when it was uploaded.

Overall: I can use Bookly.co with ease without wasting a ton of hours learning to navigate it and did I mention that it is very reasonable?

Recommendations to other buyers: Nope

Give Up Your Headaches!

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use! Accuracy of categories and simplicity of linking accounts!

Cons: The price (we are so small it's hard to handle). Having to write notes to the accountant instead of putting in the categories myself -where I know they should go.

Overall: Bookly has made our lives so much better. No more spending hours on end at the end of the year trying to pull together lists of expenses paid throughout the year. With a few minutes a month, Bookly and the awesome accountants there make bookkeeping simple and easy. I link my accounts directly and almost like magic the month is summed up for me in record time. I don't think we could go any longer without Bookly managing our very small business books! It gives us so much more time to dedicate to building our business and enjoying our lives. Bookly takes the stress out of tedious jobs that no one really enjoys!

Recommendations to other buyers: I love it. I would like to be able to pull a report that shows detail about how our company is doing per trip, not just the overall picture.

Best bang for your buck

Apr 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I only wish I would have heard about this company sooner. Having payroll and bookkeeping in one area for a low price is not only saving money but the level of service is great as well. This is definitely an exception to the rule of "you get what you pay for". You definitely get more that what you pay for. I've only been using them for a short time but I do not see myself going anywhere else.

Very happy

Apr 10, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use

Cons: Built very well for most companies however having a very small company a lot of what is offered is useless

Overall: Being new to owning a business it was nice to have someone in my corner explaining everything to me to take the stress away

CCF Bookly Review

Mar 21, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ease of use. system is comprehensive but easy to use. I like the reports

Cons: going back and reconciling

Overall: Bookly has been tremendous in helping me organizing my goods and keeping me up to date. There level of engagement is great... they are there to remind and nudge you to get the important things done.

Bookly's Amazing!

Mar 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I use Bookly for my growing startup and I love it! I spend about a half hour/week viewing reports and making sure everything's classified correctly but for the most part it runs itself and I don't have to touch the bookkeeping, which is exactly how I want it.
Communication with my bookkeeper is SUPER easy! I just send them a message through the service and they're very fast at responding. When my bookeeper has has questions about how to categorize certain transactions they make it super easy for me to answer their questions in no time through a quick link.
The price is unbeatable for the service you're getting and the time it saves me.
Any time I need to send a report to an external source it's right there, easy to download and send.
And they built me an incredible financial projection model for an unbeatable price.
Can't speak more highly of Bookly and the pain it relieves for me.

Bookly is Awesome

Mar 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Bookly saves me so much time! Especially because book keeping isn't something I want to spend my time doing!

Alas...I've been saved!!!!`

Mar 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's so easy to use and I love that we text back and forth!

Cons: I think it's more personal, but I do wish they would send me a text or an email when they ask me questions...otherwise I guess I need to just get into the habit of checking it more habitually!

Overall: As a restaurant owner, I have no time (literally if i want to sleep!) to input all my sales/spending info so at the end of the month I can see where all my money went! This company syncs up to your bank account, gets your sales data and inputs everything so that I can see in one shot where my money is actually going and where I could use some help! Everyone that works over there has been so patient and helpful...I feel like God has finally answered my prayers! It's so easy and I mean we text back and forth!!! I don't have to answer phone calls and sit on phone sessions for hours to figure anything out..and if they have questions I answer them when I can!! I don't have to play phone tag to get my accountant on the phone! It's all done online. I do wish that they had a phone app (but they have assured me they are working on one!) This company has saved me and my tax accountant is so thankful for them!! They also do taxes but opted out of that for my business! In one sign in I can see what my business is worth and my net income. I use to do all this on my own but literally just have excel spreadsheets with data...and that's it nothing really to go on much other than totals for the week or the month! It wasn't telling me anything, I felt just more of wasting my time! This company uses everything; my spending, my income...categorizes it and then helps me see where I am spending too much and how it's affecting my overall net worth! I recommend this to everyone and anyone looking to streamline their business!

Recommendations to other buyers: It does take some time to get a question that I have answered...but I think I am sending it to the wrong person...so this could be totally my fault!

Review Mar 2017

Mar 02, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: ease of use

Cons: Categories cannot be in a tree format with sub categories

Overall: It has been a great experience working with assigned staff at Bookly. My account are up to date with detail report every week.

Accounting for a Farmer

Mar 01, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: Very easy to use for its purposes anf readily available support. Support and tax filing are main reasons I currently use this service.

Cons: Doesn't include as many features as I would like such as being able to separate transactions by product I manufacture or client or vendor. I want to be able to attach more data to each transaction and then sort through those transactions with more granular category such as "transportation costs for product a sold to clients A and B" or "equipment for product B"

Overall: Bookly has been very helpful so far for keeping track of my spending on maple syrup production. It is perfect for getting a look at my business as a whole. However, being able to take a more granular perspective to more easily sort out my different products and be able to attribute sales or expenses to certain clients or vendors as part of the transactions page.

Recommendations to other buyers: More analysis features. Would be nice to use the trove of data that Bookly must have to allow me to compare my business to others as well as an ability to create graphic reports.

I vote yes for Bookly

Mar 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Since hiring Bookly my books are easy to see at a glance, communication is terrific and promot, all if the accountants have been very knowledgeable.

Value is worth the cost

Mar 01, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is simple and user friendly.

Cons: I am not able to upload my own transactions VIA a CSV file. And the limited amount of reports the software is able to generate.

Overall: The value is 100% worth the cost. Bookly's accounting software isn't as high speed as as quickbooks. However, they make it up with their customer support. The cost of bookkeeping from Bookly is best I've seen on the market.

Recommendations to other buyers: I'd like to see more functionality in the "Reports" section. I'd like to be able to create a budget as well as compare actual vs the budget. A statement of cash flow would also be a useful report. Additionally I'd like to see a better way to upload files for assets and/or liabilities. My vision would be to not utilize dropbox to store loan documents and/or purchase agreements for assets. Ideally there should be a clean way to organize it within the Bookly software, so if I get assigned another Bookkeeper, or if I want to add a collaborator to log into my account all the source documents are available within the Bookly software. Finally I'd like to be able to make "sub categories" when categorizing transactions. For example Vehicle Expense is a category and Gas/Fuel would be a sub.

Perfect for Small Businesses

Feb 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: This is a great way for small business owners to automate most of their book keeping. It links directly with bank accounts and has good reporting functionality.

Bookly is huge timesaver!

Feb 18, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use. Huge timesaver compared to Quickbooks.

Cons: Very limited reporting functionality.

Overall: I converted to Bookly from Quickbooks last year and never looked back; this is an excellent value plus the support staff are highly-responsive. Bookly is a huge timesaver which eliminates 20-30 each month of rather tedious bookkeeping duties. My only criticism would be the rather limited reporting functions. Although the income statement can be exported to Excel there is no functionality to break the data out by month --- would like to see this become available.

I actually look forward to financial meetings!

Feb 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use

Cons: Nothing. It's amazing.

Overall: I could not be happier or more impressed with the bookly team. They are wonderful to work with, really know what they're doing and have an amazing work ethic, while still managing to be calm, friendly and relaxing to work with. They keep coming to my financial rescue time and time again. They are also helping a complete procrastinator and slacker like myself get ahead of problems and truly be on top of my businesses finances. The most amazing part is how little time it is taking me to make that happen. They have streamlined the process and the amount of work required from me is minimal. i truly could not imagine finding a better financial service.

Recommendations to other buyers: Don't waste time on anything else. I've used QuickBooks and PeachTree. There's no comparison. Bookly is a whole different world.

Easy to use

Feb 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: I love how Bookly connects directly to my bank and organizes my spending accordingly. The dashboard is streamlined and easy to understand as well. Customer services is usually pretty fast.

Wonderful Service

Feb 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Simple

Cons: Not a thing

Overall: I was dealing with the support staff and he made my experience with Bookly a simple and understanding venture. Thank you Bookly

Underperforming

Jan 30, 2017
2/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Easy to use interface.

Cons: Requirement for human involvement from Bookly

Overall: Easy to use interface, but the accountants are way too slow to respond to questions/needs, and there are some things that can only be done on their end. I basically just had to learn everything myself because of slow response time and recurring mistakes, so then I just found another software that doesn't include a human bookkeeper, since I was basically doing everything myself anyway. Not to mention that when I tried to cancel before I was charged for the last month, I was charged anyway and then had to jump through ten hoops to request a refund multiple times even after they cut off my access to the service for which they charged me. They did wind up refunding me but not after burning bridges and goodwill.

Recommendations to other buyers: Probably only useful for generic companies with pretty basic accounting.

Very Efficient Bookkeeping

Jan 29, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's easy to use from your smartphone or computer.

Cons: The desktop site isn't a Responsive Web Design that fits all screens, you have to scroll horizontally to view all your data.

Overall: It's been 7 months with Bookly and so far I'm pleased with the service and the cost. The website is easy to use and the information detail makes it quick to find what you're looking for. Having a business and personal tax preparation included in the low fee is far better than the 4 previous bookkeeping services I've used. The value is unbeatable with the Bank of America discount.

Recommendations to other buyers: It would be great if Bookly offered an automated sales tax paying system like Avalara Trustfile.

Makes my life easier

Jan 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very easy to use and communicating with your tax professional is simple

Cons: not every bank is supported

Overall: I was tired of using Quickbooks and not having a single point of contact to go to with questions. I wanted a reliable company I could turn to for all my tax needs. Bookly does everything for one small fee. I have unlimited access to my accountant and it's super simple.

Not Pleased

Jan 27, 2017
2/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Ease of use

Cons: A little more detail or more options with the chart of accounts

Overall: Problem with checking account linking up again, have sked several times that I get a text to
my phone, none as of this date. Someone was to call me during working hours to fix problem, no voice mails to date 01-27-2017, not having very good results so far. I thought this would be great?

Recommendations to other buyers: No

Veteran Customer - Continual Improvement in Software

Jan 27, 2017
4/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: I have been with Bookly since it was TaxAlli back in 2012/2013. I love the Customer Support and responsiveness above all. To be honest, the software itself has some kinks to work out in the transactions and reporting side. The service and convenience more than compensate for the progress the product still has to make. At the end of the day, I'm a single member LLC, and I love that this is a company I can trust to do my accounting and taxes. I have a really clear view of where my money is going across accounts, and when I do need a custom report, I get it fairly quickly.

Best decision for my company

Jan 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and the support team is great

Cons: Looking forward to a few. New features in the billing module

Overall: I knew I was getting in over my head and needed a partner so I could focus on my growing business. Bookly is that partner for me. I know I'm in good hands and they take care of my bookkeeping, have a CPA for my regulatory questions, and offer payroll to set me up with confidence for future growth.

Do yourself a favor and partner with them today so you can focus on what do what you do best too.

Recommendations to other buyers: I'd love to see recurring invoicing options.

Overall very good product and experience

Jan 26, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Online software is easy to use and navigate.

Cons: Syncing issues are frustrating.

Overall: I love having everything I need to know about my business synced on their website and updated regularly. I have had some syncing issues that have not been resolved yet, but once resolved I feel it will be much smoother.

Bookly..... Bookkeeping has never been so easy!

Jan 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use and customer support

Cons: Sometimes my accounts don't sync and sometimes recurring charges end up in the wrong places

Overall: I absolutely love Bookly. Before Bookly, I had a mom and pop type company company helping me. It took weeks to months before I had accurate numbers to look at. Bookly gets me everything on a near day-2-day basis. I'm never going back!

Recommendations to other buyers: Keep up the good work

excellent communication

Jan 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Communication windows

Cons: Emails crash my mail app

Overall: The communication is amazing , the chat window is always open and when I miss it I can just continue it right in my email! Awesome !

Bookly Saved Us!

Jan 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We've had a great experience working with Bookly to handle all of our bookkeeping! It saved us big time in 2016 to help fix our books and accounting. We love Bookly and consider it a valuable asset to our business.

Don't waste your money

Feb 05, 2016
1/5
Overall
1 / 5
Ease of Use
1 / 5
Customer Support

Comments: Don't waste your time, if you want to get Audit with IRS you are more than welcome to use this company. The booking staff don't have that much knowledge and I had to hire someone else to do their JOB.

Terrible Experience for sure.