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CustomBooks

All-in-One Customizable Accounting, Inventory and Payroll Software·accountingsuite.com

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CustomBooks is a customizable, all-in-one cloud accounting, inventory management, order management, payroll, e-commerce, and reporting platform for small-to-medium sized businesses, distributors, accountants and enterprises. It includes cloud banking connections to over 15,000 institutions, sales and purchasing workflows, unlimited cloud payroll runs, and a mobile dashboard. The platform is highly customizable and offers API access and an add-ons/extensions store for extending functionality.

What it's for

accounting and financial reportinginventory managementcloud banking and bank reconciliationsales and purchase order managementpayroll processinge-commerce order managementinvoicing and billingbill payment automation via bill.comdata migration from QuickBooks

Features 19

  • Add-Ons/Extensions Store for extended functionality
  • Bank Register for centralized cash management
  • Cloud Banking connecting to 15,000+ banking institutions with automated categorization
  • Cloud Commerce e-commerce tools with point-of-sale integration (Square)
  • Cloud Payables integration with bill.com for automated bill syncing
  • Cloud Payroll with unlimited monthly runs, fully integrated with accounting
  • Custom Print Forms with customizable fields, columns, and footers
  • Fast, customizable financial reporting and real-time insights
  • Highly customizable platform with self-service and professional customization services
  • Merge Tool for combining duplicate records
  • Mobile Dashboard for on-the-go financial access
  • Multi-channel inventory tracking across online stores
  • Price Matrix tool for automatic pricing updates based on cost changes
  • QBO (QuickBooks) data migration tool
  • Sales and Purchases workflow from quote to cash
  • Secure, documented API and developer toolkit for custom integrations
  • TRUE inventory tracking with lots, serials, and unlimited BOM levels
  • Universal Report for SQL-style custom querying and reporting
  • Unlimited Chart of Accounts and Account Groups

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
Forsmall-to-medium sized businesses, distributors, accountants, enterprises
CompanyYellow Labs Software Inc. dba CustomBooks

Integrations

bill.comShipStationSquareQuickBooksAvaTax

Complianceself-reported

GDPRCCPA

Pricing

AvaTax subscription is not included in any plan. Enterprise plan is quote-based with custom monthly/annual pricing. A limited-time promotional offer of 50% off for 6 months was advertised.

Service Company Business Edition$109/mo

$1199/Year annual price shown with $109 savings vs monthly billing

Unlimited Users; great for businesses with invoicing & billing needs

Inventory Company Professional Edition$299/mo

$3199/Year annual price shown with $389 savings vs monthly billing

Unlimited Users; for businesses that sell products and need Inventory

eCommerce Pro w/eCommerce Edition$399/mo

$4299/Year annual price shown with $489 savings vs monthly billing

Unlimited Users; for online sellers that need to track Inventory

EnterpriseQuote

Quote-based custom plan; 'Get your System Tailored to your business' needs'

Custom Quote / Month or Custom Quote / Year

Save up to 15% w/Annual Plan

Last checked 24 days ago·