About Bookkeep
Bookkeep is a financial automation software from Bookkeep that automates revenue recognition and deposit reconciliation for Shopify businesses. It provides features such as automated financial workflows, support for multiple locations, and integration with various sales channels to help simplify accounting processes. This platform is designed for finance teams working with Shopify, enabling them to manage financial tasks more efficiently. Bookkeep is particularly beneficial for those running franchise stores or multiple business locations, allowing for better financial clarity. Key capabilities: revenue recognition automation deposit reconciliation multi-location support integration with sales channels financial workflow automation Best for: Shopify merchants that need to automate their accounting processes.
TeamDesign by Bookkeep is an advanced accounting automation platform that stands out in the financial software landscape due to its meticulous attention to detail and robust feature set. Designed to streamline and simplify the bookkeeping process, TeamDesign is particularly valuable for businesses that require accurate and timely financial records. The platform’s primary purpose is to automate daily sales reconciliation, making it a vital tool for businesses aiming to maintain precise financial records without the burden of manual entry. One of the standout aspects of TeamDesign by Bookkeep is its user interface. The design is clean, modern, and intuitive, which greatly enhances usability. The dashboard is thoughtfully organized, providing users with immediate access to essential features and data. This well-structured layout ensures that even those with limited technical expertise can navigate the platform with ease. The inclusion of a “magic wand” tool for creating and mapping accounts further simplifies what could otherwise be complex processes, adding a layer of user-friendliness that is not often seen in accounting software. When it comes to functionality, TeamDesign by Bookkeep does not disappoint.
Pros & Cons
- +• Seamless Integration: Integrates seamlessly with various ecommerce and accounting platforms.
- +• Accurate and Reliable: Provides accurate financial data and reliable automation.
- +• Time-Saving: Automates manual tasks, saving time for accountants and business owners.
- +• Comprehensive Features: Offers features like multi-channel support, sales tax automation, and client management.
- +• Excellent Customer Support: Provides responsive and helpful support.
- +• User-Friendly: Easy to set up and use.
- +• Cost-Effective: Offers competitive pricing plans.
- −• Limited Customization: May have limited options for customization.
- −• Learning Curve: Some users may require time to learn the software's functionalities.
- −• Technical Glitches: Occasional glitches or errors may occur
- −• Limited Reporting Capabilities: May lack advanced reporting features compared to some other accounting software.
Features
Key features
- • Ecommerce Accounting Automation
- Automates the booking and reconciliation of sales and payment data from various platforms.
- • Multi-Channel Support
- Integrates with multiple ecommerce and POS platforms.
- • Daily Accrual-Based Summaries
- Provides daily sales and payment summaries for accurate financial tracking.
- • Revenue Recognition
- Offers revenue recognition based on ship date or order date (Shopify integration only).
- • Sales Tax Automation
- Automates multi-state sales tax filings (powered by Avalara).
- • Client Management
- Allows accountants to manage multiple clients within the platform.
- • Daily Status Reports
- Provides regular updates on client accounts.
- • Streamlined Operations
- Automates and streamlines day-to-day accounting tasks.
- • Attentive Support
- Offers dedicated support via chat or email, along with on-demand training and a knowledge base.
Additional features
- 1. Daily Summary Email
- Sends a daily email summarizing all financial activities, including sales reconciliation, to keep users informed.
- 2. Unlimited Users
- Allows businesses to add as many users as needed without additional costs, facilitating team collaboration.
- 3. Repost Financial Data
- Enables users to repost financial data to their accounting platforms if accounts are re-mapped, ensuring accuracy.
- 4. Refresh Source Data
- Automatically updates financial data from integrated sources to keep records current and accurate.
- 5. Canadian Sales Tax Support
- Provides support for Canadian sales tax calculations, ensuring compliance with local tax regulations.
- 6. Preview Before Posting
- Allows users to preview financial entries before posting them to their accounting software, reducing errors.
- 7. Cost of Goods Sold Reporting
- Offers detailed reports on the cost of goods sold, helping businesses understand their profitability.
- 8. Knowledge Base
- Provides a comprehensive knowledge base with articles and guides to help users navigate and utilize the software effectively.
- 9. Bookkeep Edit
- A feature that allows users to edit and adjust financial entries directly within the platform.
- 10. 5-Star Support
- Offers robust customer support, including live chat, email, and video call options, ensuring users get the help they need.
- 11. Daily Revenue Reporting
- Generates daily reports on revenue, giving businesses a clear view of their financial performance.
- 12. Multi-Currency Support
- Supports transactions in multiple currencies, making it suitable for businesses operating in different countries.
- 13. Bank Deposit Breakdown
- Provides detailed breakdowns of bank deposits, linking them to specific sales days for better tracking.
- 14. Direct Link to Accounting Entry
- Offers direct links to specific accounting entries, making it easy to review and verify transactions.
- 15. Create and Map Accounts
- Simplifies the process of creating and mapping accounts within the software, ensuring accurate financial records.
Pricing
Monthly plans
Monthly
EUR 60
Monthly
EUR 160
Monthly
EUR 320
Countries & Languages
Interface languages
Billing currencies
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About Bookkeep
Bookkeep is a financial automation software from Bookkeep that automates revenue recognition and deposit reconciliation for Shopify businesses. It provides features such as automated financial workflows, support for multiple locations, and integration with various sales channels to help simplify accounting processes. This platform is designed for finance teams working with Shopify, enabling them to manage financial tasks more efficiently. Bookkeep is particularly beneficial for those running franchise stores or multiple business locations, allowing for better financial clarity. Key capabilities: revenue recognition automation deposit reconciliation multi-location support integration with sales channels financial workflow automation Best for: Shopify merchants that need to automate their accounting processes.
Bookkeep Details
Bookkeep's In-App Market Place
Does Bookkeep have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Monthly
EUR 60
Monthly
EUR 160
Monthly
EUR 320
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$)
Pros & Cons
- • Seamless Integration: Integrates seamlessly with various ecommerce and accounting platforms.
- • Accurate and Reliable: Provides accurate financial data and reliable automation.
- • Time-Saving: Automates manual tasks, saving time for accountants and business owners.
- • Comprehensive Features: Offers features like multi-channel support, sales tax automation, and client management.
- • Excellent Customer Support: Provides responsive and helpful support.
- • User-Friendly: Easy to set up and use.
- • Cost-Effective: Offers competitive pricing plans.
- • Limited Customization: May have limited options for customization.
- • Learning Curve: Some users may require time to learn the software's functionalities.
- • Technical Glitches: Occasional glitches or errors may occur
- • Limited Reporting Capabilities: May lack advanced reporting features compared to some other accounting software.
Bookkeep's Support Options
Contact
1 (646) 647-3388Chatbot
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