Average Ratings 1 Rating

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Cheqbook is quick and easy to use for business owners. It also has the features that accountants and bookkeepers require. Our patent-pending import technology and smart categorization can save business owners up to two weeks per year. Cheqbook was designed to be as easy and simple as possible, but there are some things you need to do when setting it up. Before you can start, connect to your online bank and credit cards. Make sure to connect even if you haven’t connected in a while. Add a company. You can also name your personal accounts "John & Mary Smith" for personal accounts. While we usually refer to a set or books as a company, it could also be your personal finances. You can sync your first bank account by selecting the bank you wish to use and entering your login name, password, and financial institution. As Cheqbook establishes a connection, you may be asked security questions.

Description

Discover the only automated bookkeeping solution tailored specifically for Accounting Firms that allows you to regain control over your bookkeeping processes. You can eliminate the need for hiring additional staff or spending excessive resources on data entry tasks. Our focus is on maximizing capacity while minimizing resource use and ensuring the highest accuracy possible, which ultimately enhances your organization’s capabilities. This increased capacity enables you to serve your clients more effectively, grow your customer base, expand your service offerings, distinguish yourself in a crowded market, or simply pursue your passions. With features like SOC2 Type 2 compliance, bank-grade security, and the expertise of qualified accountants, your financial records are always securely managed. Experience significant savings and enhanced scalability through automation rather than relying on manual data entry. Our solution is designed to grow alongside your firm, becoming more cost-effective for each client over time. Your success truly reflects our mission, as we are committed to helping you thrive in the accounting landscape. As you harness the power of automation, you’ll find new opportunities to innovate and elevate your business.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Axis LMS
Desktop.com
PayPal
QuickBooks Online
QuickBooks Online Advanced

Integrations

Axis LMS
Desktop.com
PayPal
QuickBooks Online
QuickBooks Online Advanced

Pricing Details

$9.90 per month
Free Trial
Free Version

Pricing Details

$99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

cheqbook.com

Country

United States

Website

cheqbook.com

Vendor Details

Company Name

Botkeeper

Founded

2015

Country

United States

Website

www.botkeeper.com

Product Features

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Product Features

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

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