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ConnectBooks

by ConnectBooks · Since 2019
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ActiveAvailable globallyCloudFree tier
Quick facts
VendorConnectBooks
Year launched2019
StatusActive
Location14 N Madison Ave, Spring Valley, New York 10977, US
Countries servedGlobal
Languages1
Integrations9+
Free tierYES
Free trialN/A
Contact salesN/A

About ConnectBooks

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ConnectBooks is a powerful dashboard software designed to streamline data analysis and visualization for businesses. Its primary purpose is to provide users with a comprehensive overview of their key performance indicators and metrics in a visually appealing and easily understandable format. Standout features include customizable dashboards, real-time data updates, and interactive data filters. The user interface of ConnectBooks is clean and intuitive, making it easy for users to navigate through the different sections and customize their dashboards according to their specific requirements. The design elements are sleek and modern, enhancing the user experience and making data interpretation more accessible. What sets ConnectBooks apart from its competitors is its robust core functionalities, such as advanced data modeling capabilities, drill-down capabilities, and seamless integration with popular data sources. This software allows users to analyze and manipulate large datasets with ease, providing valuable insights into their business performance. In terms of performance, ConnectBooks excels in speed, efficiency, and reliability, especially when dealing with complex operations or managing massive amounts of data.

Pros & Cons

Pros
  • Highly Accurate Accounting Sync
  • Precise posting of every transaction with zero data loss or rounding discrepancies.
  • SKU-Level Inventory Insights
  • Combines profit analytics with real-time inventory awareness to support smarter purchasing.
  • Flexible Integration Modes
  • Allows either high-level or detailed sync depending on accounting preference and volume.
  • Free Tier for Monitoring
  • Even non-paying users can benefit from real-time sales insights and dashboards.
  • Excellent Support & Onboarding
  • Setup and troubleshooting assistance by accountants who understand e-commerce.
Cons
  • Accounting Sync Requires Paid Plan
  • Only the dashboard is free—sync features begin with the paid tiers.
  • English-Only Interface
  • May not be usable for teams that require multi-language support.
  • Cloud-Only Deployment
  • No on-premise version for businesses that prefer local installation.
  • Learning Curve for Full Features
  • Due to its comprehensive nature, some features may require guided setup or onboarding.
  • Pricing Structure Can Be Complex
  • Varies based on monthly order volume, sales channels, and feature use—potentially confusing for small sellers.

Features

Key features

Automated Sync to Accounting Platforms
ConnectBooks posts every transaction—sales, fees, returns, reimbursements, adjustments—directly to QuickBooks or Xero with high accuracy.
Real-Time Profit & Loss Dashboard
Get instant insights into gross/net profits, ad spend, ROI, and costs across marketplaces, SKUs, and product categories.
Inventory Tracking & Forecasting
Monitors stock across warehouses, estimates days of stock remaining, and sets reorder thresholds for each SKU.
Two Modes of Syncing
Summary Sync

Monthly aggregate summaries for simplified bookkeeping.

Itemized Sync

Detailed SKU-level entries with mapped costs, fees, taxes, and currency conversions.

Free Dashboard Access
A zero-cost plan includes live sales feeds, real-time insights, and top-selling/lowest-performing product summaries.

Additional features

Live Sales & Fee Dashboard
Monitor real-time sales performance and associated fees across all connected sales channels.
Profit & ROI Analytics
Analyze profitability and ad return by SKU, product type, or channel using clear, customizable metrics.
Multi-Channel Marketplace Support
Integrates with Amazon, Walmart, Shopify, TikTok, and eBay to centralize your financial data.
Inventory Management & Alerts
Get real-time inventory visibility, reorder alerts, and projected stockout dates per warehouse and SKU.
Transaction-Level Reconciliation
Reconcile transactions with payouts and 1099-Ks for accurate, audit-ready financials.
Multi-Currency Conversion
Automatically convert international sales into your home currency using up-to-date exchange rates.
Detailed Reporting Tools
Export custom P&L, sales trends, and performance reports filtered by date, SKU, or channel.
Custom Chart of Accounts Mapping
Assign sales, fees, taxes, and reimbursements to the correct accounts in QuickBooks or Xero.
Inventory Valuation & COGS Tracking
Track landed costs, apply FIFO/LIFO methods, and automate cost of goods sold calculations.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Starting At
USD 149/mo
billed monthly
Starting At
USD 199/mo
billed monthly
Starting At
USD 349/mo
billed monthly

Countries & Languages

Global
Countries served
1
Interface languages
18
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇭🇰HKD🇸🇬SGD🇳🇿NZD🇮🇱ILS🇩🇰DKK🇸🇪SEK🇳🇴NOK🇿🇦ZAR🇷🇺RUB🇨🇳CNY🇮🇳INR

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