Average Ratings 1 Rating
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Axis LMS
No
Desktop.com
No
PayPal
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Integrations
Axis LMS
Yes
Desktop.com
Yes
PayPal
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Pricing Details
$9.90 per month
Free Trial
No
Free Version
No
Pricing Details
$99 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
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
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
Cash Management
No
Collections
No
Expense Tracking
No
Fixed Asset Management
No
General Ledger
Yes
Payroll
No
Revenue Recognition
No
Spend Management
Yes
Tax Management
Yes
Product Features
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
Cash Management
Yes
Collections
Yes
Expense Tracking
Yes
Fixed Asset Management
Yes
General Ledger
Yes
Payroll
No
Revenue Recognition
Yes
Spend Management
Yes
Tax Management
No