Who Uses This Software?

The main target market is the investor, small business or home office. Those who have no accounting system and want the quickest path to enabling a tax agent to complete their tax return.

Average Ratings

1 Review

  • 5 / 5

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Business Hours

Vendor Details

  • Aceway Software
  • www.aceway.net/
  • Founded 1982
  • Australia

About BanktoBook

BanktoBook is online, cloud based, cashbook accounting from bank accounts. It is simple single-entry accounting. There is no data input in the usual sense as all transactions are uploaded from files downloaded from banks or manually created. It has a very powerful rules-based engine for automatic categorization which gets smarter as rules are added. The main output is a Category Listing for sending to a tax agent for completion of a tax return.

BanktoBook Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management

BanktoBook Reviews

BanktoBook online accounting from bank accounts

Dec 17, 2014

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: We use BanktoBook for our business accounting. It is an online single entry cashbook with automatic categorization by rules.

Cons: The rules need to be set up to get started.

It does not connect to bank accounts automatically and one needs to follow a procedure to download from the bank/s and then upload to BanktoBook.

Assigning rules to categories can be daunting for the first time user.

Pros: Once one becomes familiar with the procedures then end-of-month, end-of-quarter, and end-of-year become very quick.

There are powerful functions that allow total control.

Charts are available for many types of analysis with the ability to drill down to performance by category.

The main Category Report is suitable for sending to a tax agent for end-of-year tax reporting.