Our accountant pushed back hard at first because she is a QuickBooks person. She spent a month in it and now says the reporting is better. She still charges us slightly more for working outside her usual system and it is worth it.
Pros
Custom workflow rules that a non technical owner can build
Cons
Support replies are slow and often generic
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Harold Alvarado
HR Manager, Northgate Logistics
United States·Legal·11 to 50 employees
4.0
Feb 27, 2025
Verified userLinkedIn confirmedUsed less than 6 months
Our accountant came around in a month
The API is on the plan we already pay for, which is not true of most competitors. Our developer had our internal job system posting invoices into Books in about two days.
Pros
Open API available on affordable plans
Cons
US payroll only covers a limited set of states
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Michelle Yoon
Owner, Blackstone Contracting
Canada·Hospitality·51 to 200 employees
5.0
Dec 12, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
Our accountant came around in a month
The client portal was an accident of buying it and turned out to be the thing customers comment on. They log in, see every invoice and statement, and pay by card without emailing me for a copy. I used to spend an hour a week resending documents.
Pros
Custom workflow rules that a non technical owner can build
Cons
US payroll only covers a limited set of states
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Meredith Jefferson
General Manager, Cedar & Vine Interiors
United States·Hospitality·1 to 10 employees
4.0
Nov 12, 2024
LinkedIn confirmedUsed less than 6 months
Multi currency without a surcharge
Multi currency is included rather than gated. We invoice a Toronto client in Canadian dollars and a London one in pounds, the exchange rates update automatically, and the gain and loss postings are right without me thinking about them.
Pros
Client portal with card payment included
Cons
Fewer US accountants know it than QuickBooks
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Noor Oyelaran
Accountant, Maplewood Childcare
United States·Ecommerce·11 to 50 employees
5.0
Oct 5, 2024
LinkedIn confirmedUsed 6 to 12 months
Free until we hit fifty thousand, then twenty dollars
The workflow rules are the part nobody mentions in comparisons. When an invoice goes thirty days past due it tags the customer, emails a reminder and notifies me, and I built that in about ten minutes without help. That single rule has done more for our cash flow than any conversation I have had with a client.
Pros
Custom workflow rules that a non technical owner can build
Cons
Support replies are slow and often generic
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Margot Yoon
Office Manager, Falcon Ridge Landscaping
Canada·Software·201 to 500 employees
3.0
Sep 29, 2024
LinkedIn confirmedUsed 1 to 2 years
Great software, small US bench
Sales tax tracking handles the straightforward case well. Economic nexus across a dozen states is not something it solves on its own and we ended up adding Avalara. Fine, expected at this price, worth knowing.
Pros
Open API available on affordable plans
Cons
Fewer US accountants know it than QuickBooks
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Lionel Schneider
Studio Director, Harborline Supply
United States·Transport and logistics·51 to 200 employees
3.0
Sep 5, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
Sales tax covers the basics only
Zoho Payroll exists and does not cover our state, so we run Gusto alongside it. The integration is fine and it is still two systems and two bills. If you want one vendor for books and payroll, check your state before you commit rather than after.
Pros
The feature to price ratio is not close to anything else here
Cons
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Lionel Vargas
Project Manager, Copper Mountain Brewing
United States·Ecommerce·201 to 500 employees
2.0
Aug 1, 2024
Verified userLinkedIn confirmedUsed 2 or more years
The mobile app is behind the browser
Bringing four years of history across from QuickBooks took a weekend and a lot of manual correction. Opening balances came in wrong, and some vendor records duplicated. It has been solid since, and I would budget real time for the move rather than believing the import wizard.
Pros
Multi currency handled properly at no extra cost
Cons
Support replies are slow and often generic
Ease of use
Value for money
Customer service
Functionality
Response from the vendorAug 7, 2024
Thank you for the feedback. Slow first responses are not the standard we aim for and we have shared your note with our support leadership. If your ticket is still open please reply asking for escalation and it will be routed to a senior specialist.
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