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Bookkeep Reviews & Product Details

Erich S.
ES
Fractional CFO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bookkeep?

I first used bookkeep at my prior employer to handle multiple ecommerce brands as the intenral finance lead. I now use bookkeep to handle multiple ecommerce brands for my clients as an outsourced bookkeeper.

In both instances, I have found the product to be very intuitive, continually improving and expanding, and most importantly, I have found the support team to be informed, responsive, and pleasant to deal with.

I was able to onboard a client in about the same amount of time it would have taken to just do single day (or month) manual entry into Quickbooks. The implementation was fast and easy. Plus, it gives you good tips to consider to make sure you're books are accurate.

I love that the app sends you a summary email daily. I check it every morning so that I can stay on top of the link status and make any tweaks, if needed.

I wish every SAAS/app were as well designed, executed, and supported as this one. Review collected by and hosted on G2.com.

What do you dislike about Bookkeep?

I imagine the areas of improvement could be in the PayPal integrations. PayPal is such a pain to deal with when a company uses it for more than just ecommerce. For example, an ecommerce company that (a) accepts PayPal but also (b) pays subscriptions from it. But that's not really a Bookkeep problem, as it's an odd pseudo-bank and merchant combined. Review collected by and hosted on G2.com.

What problems is Bookkeep solving and how is that benefiting you?

Bookkeep allows you to accurately keep your accounting software in sync with your ecommerce platforms with zero daily effort. It creates a single daily entry that summarizes the activity for the day, as opposed to other options that create a separate journal entry for EVERY ORDER each day (yikes!!!). What I really love is that they adopt the perspective of the bookkeeper, and continually iterate to make it easier and better. Review collected by and hosted on G2.com.

Bookkeep Overview

What is Bookkeep?

If you use Shopify, Amazon, Square, PayPal and other popular ecommerce and POS systems, Bookkeep is your secret weapon. Our tool automatically posts accrual-based daily sales summary financials to QuickBooks Online, Zoho Books, Xero, or Sage Intacct, and auto-reconciles the payment deposits. Once mapped, it's "set it and forget it!" We do this for 60+ ecommerce apps, POS systems, and payment platforms including Square, Shopify, Amazon Seller, Toast, Stripe, PayPal, and many more. Sales tax automation is available through our deep integration with Avalara. You'll never have to wrestle with spreadsheets or worry about late filing fees again! We’re accountants, business owners, and data nerds ourselves, so we know the importance of accurate accrual-based financial reporting. When we say smarter, we mean it. Because we are experts in all the platforms, we can do things the other apps can't. For example - if you need to recognize revenue in Shopify based on SHIP DATE, we've got you covered. Our customers range from independent coffee shops to restaurant chains, from e-commerce start-ups to cannabis retailers, and virtually everything in-between. We make it easy to manage your books every month while eliminating costly accounting errors so you have the right data and more time to grow your business. We know the two things which CFOs, accountants, and bookkeepers value the most: accuracy and saving time. With Bookkeep, you can have both through daily bookkeeping automation for the platforms you or your clients use. Our goal is to make sure you have the confidence and peace of mind you deserve. Our automation saves accounting teams at least 20 hours per month per client and makes them smile. Reconciling hundreds or thousands of transactions is a constant, tedious chore and a thing of the past. Summaries are much simpler, faster, and more efficient. With Bookkeep, you get clean books and you always know where you stand with your revenues properly recognized, sales taxes and fees clearly segregated, and everything matching the financial statements from each platform - without the headaches of managing each on its own.

Bookkeep Details
Languages Supported
English
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Seller Details
Seller
Bookkeep
Year Founded
2018
HQ Location
Brooklyn, NY
Twitter
@bookkeepcom
607 Twitter followers
LinkedIn® Page
www.linkedin.com
36 employees on LinkedIn®

Jason R.
JR
Overview Provided by:

Recent Bookkeep Reviews

Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"Great software but expensive"
Bookkeep has been a time saver for us as it posts and reconciles the revenues and payments as we are going to target $30 Mn. in revenues Bookkeep w...
Louann W.
LW
Louann W.Small-Business (50 or fewer emp.)
5.0 out of 5
"Great Software, Great Support"
The user interface for this program is so clean and simple. It doesn't try to do everything and isn't constantly pitching you sales of other produ...
Erich S.
ES
Erich S.Small-Business (50 or fewer emp.)
5.0 out of 5
"Great product, great team. Zero regrets."
I first used bookkeep at my prior employer to handle multiple ecommerce brands as the intenral finance lead. I now use bookkeep to handle multiple ...
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Bookkeep Media

Bookkeep Demo - What Is Bookkeep?
Bookkeep is an accounting automation software that does away with manual data entry.
Bookkeep Demo - Lead with Accurate Financials
Your summary journal entries match your finances report.
Bookkeep Demo - Reconcile to the Penny
Post payouts from your apps to QuickBooks, Xero, or Zoho Books that match your bank feed.
Bookkeep Demo - One-Click Mapping
Easily map your app reports to your chart of accounts in QuickBooks, Xero, or Zoho Books, manually or automatically.
Bookkeep Demo - View Sales from All Channels in One Place
Automatically enter sales and COGs for each sales channel into QuickBooks, Xero, or Zoho Books.
Bookkeep Demo - Know Your COGS by Product Category
Record your COGs broken down by product categories in QuickBooks, Xero, or Zoho Books, summarized daily.
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9 out of 10 Total Reviews for Bookkeep

4.9 out of 5
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9 out of 10 Total Reviews for Bookkeep
4.9 out of 5
9 out of 10 Total Reviews for Bookkeep
4.9 out of 5

Bookkeep Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Louann W.
LW
Firm Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bookkeep?

The user interface for this program is so clean and simple. It doesn't try to do everything and isn't constantly pitching you sales of other products. It does what it does, very well, better than any other software. Review collected by and hosted on G2.com.

What do you dislike about Bookkeep?

There are no downsides to Bookkeep. It works Review collected by and hosted on G2.com.

What problems is Bookkeep solving and how is that benefiting you?

Fo my very small bookkeeping clients, this has cleaned up bad bookkeeping from the past by quickly repairing daily sales to include fees and carry information into Quickbooks that matches the bank feed. Review collected by and hosted on G2.com.

Verified User in Cosmetics
AC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bookkeep?

Bookkeep has been a time saver for us as it posts and reconciles the revenues and payments as we are going to target $30 Mn. in revenues Bookkeep will help us scale this without any additional efforts. Review collected by and hosted on G2.com.

What do you dislike about Bookkeep?

The pricing seems to be pretty high it would be much better if this can be reduced for growing ECommerce brands. Review collected by and hosted on G2.com.

What problems is Bookkeep solving and how is that benefiting you?

Bookkeep is solving the reconciliation of Revenues and payments and saving big time doing this. Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bookkeep?

Bookkeep has been very easy to use over the last few years. We have run into issues, but they have always been due to the app we are connecting to, or we had a wrong configuration. The Bookkeep chat support has been amazing each and everytime. They not only are responsive, but will fix your problem and then ask to do the next few steps with/for you to get you back up and running quickly. Love the service. Review collected by and hosted on G2.com.

What do you dislike about Bookkeep?

The only thing I can think of is they don't integrate with some apps that our clients use. The compatible list is constantly growing so this issue is less and less relevent. Review collected by and hosted on G2.com.

What problems is Bookkeep solving and how is that benefiting you?

Bookkeep allows us to integrate PoS and eCom sites into QBO so we save a ton of time not having to do data entry or data clean up. Review collected by and hosted on G2.com.

Corry J.
CJ
Accounting Bookkeeper
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Bookkeep?

Bookkeep has fantastic customer support. Every person that I have spoken with has gone above and beyond to make sure that I have a clear understanding of the implementation and processes, they provide one-on-one support for integration to avoid any potential snags, and it works with so many sales channels that are otherwise a challenge to retrieve information from. The daily JEs into QBO do the work for me, so it really is the easiest solution out there. I was able to import historical data back over a year. Review collected by and hosted on G2.com.

What do you dislike about Bookkeep?

I was on a time crunch (which isn't their fault) but I would have preferred to get things setup prior to the free trial ending. This isn't even really a negative bc they want to make sure that everyone who uses the platform is getting the best results, so they have a standard practice. Review collected by and hosted on G2.com.

What problems is Bookkeep solving and how is that benefiting you?

Most sales channels have really poor reporting and statement features. Bookkeep puts all of the data that we need at our fingertips and automates processes so that we can prioritize our clients other needs. Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bookkeep?

The support chat is really helpful whenever you have an integration issue. There is also lots of support articles and training provided for free. It is clear and easy to use. Review collected by and hosted on G2.com.

What do you dislike about Bookkeep?

I think how the clearing accounts are used can be a bit messy when it comes time to reconcile them based on how the data syncs over. Review collected by and hosted on G2.com.

What problems is Bookkeep solving and how is that benefiting you?

Creating Journal entries to post sales and have them match in the bank feed. The integration works very well. Review collected by and hosted on G2.com.

Sherri-Lee M.
SM
Accounting Technologist with specialty in Accounting Data Management
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bookkeep?

Everything, but as a Canadian, it is Gaap (accrual accounting) compliant for both sales and payment posting, it posts sales taxes correctly for QBO tax module, and you can repost if you have made an error in mapping.

Icing on the cake is the exceptional customer service team! Its a must use for any of my square/shopify clients. Review collected by and hosted on G2.com.

What do you dislike about Bookkeep?

Nothing, if I had to find something then it would be ...

sometimes, the UI for mapping seems squished i you are on a small screen. But that is so negligible compared to other apps. Its an all-round winner for me. Review collected by and hosted on G2.com.

What problems is Bookkeep solving and how is that benefiting you?

Balancing the daily sales and deposits. We have gone from 45 mins a day to 10 mins at end of month verifying number posted in QBO match Square/Shopify sales & tax figures! Review collected by and hosted on G2.com.

SD
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bookkeep?

Bookkeep streamlines the Square entries for our clients who use it daily, and does so reliably. The integration tion is stable, and it was intuitive to implement. I was really impressed with the detailed JE setups. The customer support has been excellent. Bookkeep has relieved the worry around having to enter dozens of transactions manually, and getting them right. It has also freed up staff time for more valuable tasks! Review collected by and hosted on G2.com.

What do you dislike about Bookkeep?

None, except perhaps that it doesn't integrate with Team Unify or Veevart. The do take suggestions for integrations. Review collected by and hosted on G2.com.

What problems is Bookkeep solving and how is that benefiting you?

It posts the entries daily, helping to keep the books up to date. This is a very valuable feature for our clients, whereas staff were struggling to stay on top of all the manual Journal Entries they had to do. Review collected by and hosted on G2.com.

Angela K.
AK
Bookkeeper/Office Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Bookkeep?

I was able to communicate professionally and timely with the people of Bookkeep to make numerous things happen so that we could develop a new process for our clients. We didn't think we would ever find another way of inputting this data and Bookkeep made it so easy to use, communicate about, and implement. The customer service was beyond expectations. Review collected by and hosted on G2.com.

What do you dislike about Bookkeep?

Nothing comes to mind regarding what I did not like about using this company Review collected by and hosted on G2.com.

What problems is Bookkeep solving and how is that benefiting you?

Inputting sales and cogs data from an old program based on daily reports for mulitple locations. Review collected by and hosted on G2.com.

Maureen S.
MS
Owner/Bookkeeper
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Bookkeep?

There is no risk for double entry and the customer support is immediate, attentive to detail, and continues to work on your account until all connections are successful and productive. Review collected by and hosted on G2.com.

What do you dislike about Bookkeep?

Absolutely nothing! They are working daily to integrate more sales platforms. Bookkeep has soared above their competition in all areas of e-commerce reporting. Review collected by and hosted on G2.com.

Recommendations to others considering Bookkeep:

Bookkeep provides the most accurate e-commerce sales reporting than any other integration. The staff is so helpful and quick to respond. They have alleviated pain points that were an issue with their competitive integrators. They are continually adding more sales platforms/apps to their applications library. Review collected by and hosted on G2.com.

What problems is Bookkeep solving and how is that benefiting you?

Accurate sales reporting was the issue when I transferred over to Bookkeep. The Bookkeep staff took the time to go through month by month of a client's year in sales to determine why the numbers had been off. The knowledge & training that they provided was priceless. Review collected by and hosted on G2.com.