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Average Ratings 0 Ratings

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ease
features
design
support

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Description

ConnectBooks is an advanced accounting software solution tailored to the needs of eCommerce sellers. Its seamless integration with QuickBooks Desktop, QuickBooks Online, QuickBooks Enterprise, and Xero facilitates effortless synchronization of financial data, empowering sellers to streamline their bookkeeping processes. By connecting with major eCommerce platforms like Amazon, Walmart, Shopify, and eBay, ConnectBooks enables sellers to consolidate their books and gain comprehensive insights into their business operations. One of ConnectBooks' key features is its advanced reporting capabilities, which provide sellers with the tools they need to analyze their performance effectively. Through detailed reporting on inventory tracking, sales, and profit calculations, ConnectBooks equips sellers with the insights necessary to identify growth opportunities and optimize their operations.

Description

Initially, we take the time to understand both you and your business, facilitating a smooth onboarding process with Carly. Following this, a meeting is arranged to link Carly with your financial accounts and QuickBooks. Subsequently, we introduce Carly to you and your team, allowing you to focus on your business while Expex and Carly handle your bookkeeping needs. Whenever there are items that require your attention, Carly will inform you, ensuring that you don't overlook any essential accounting responsibilities. Each month, Expex will provide you with clear and organized financial reports for you to discuss with your team, CPA, or other financial advisors. By the end of the year, you will have tax-ready financials, eliminating the need for any cleanup or catch-up work, enabling your CPA to begin your tax return promptly. Carly, an automated bookkeeping application developed by Expex, is designed to efficiently learn your transaction processing needs, alert you to necessary actions, and offer valuable insights into your financial situation. This seamless integration not only streamlines your bookkeeping but also empowers you to make informed financial decisions with confidence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Amazon
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
Shopify
TikTok Shop
Walmart
Xero
eBay

Integrations

QuickBooks Online
Amazon
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
Shopify
TikTok Shop
Walmart
Xero
eBay

Pricing Details

$24/month
Free Trial
Free Version

Pricing Details

$19.50 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

ConnectBooks

Founded

2019

Country

United States

Website

www.connectbooks.com

Vendor Details

Company Name

expex

Founded

2015

Country

United States

Website

expexinc.com

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Amazon Seller Tools

A/B Testing
Alerts / Notifications
Analytics / Reporting
Campaign Management
Competitor Analysis
Content Management / Optimization
Conversion / ROI Tracking
Customer Data Management
Email Marketing
Feedback Management
Inventory Management
Keyword Tracking / Research
Order Management
PPC Ads Management
Price Optimization
Rank Optimization
Refund Management
Review Management
Sales Tracking / Analysis
Shipping Management
Trend Analysis

Product Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

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