KPMG Spark Reviews

I am a longtime Mac user. Quickbooks integration has been troublesome and lacking updates or options. Bookly software is a non-issue. I can get the reports I need and if I have questions I can have quick access to knowledgeable staff that is eager to help. Hiring Bookly was a major stress relief.

There are elements of QuickBooks that I miss like having an app. What I realize I get without the app is made up for in customer service and staff access.

What I liked most was that I had a dedicated bookkeeper that I could work with, who was available and accessible. The software and communications process was easy. I didn't wast time trying to track anyone down. Response times are great. Everyone was easy to talk to and to work with. Polite, helpful, and responsive.

My "business" is low transaction with over fewer than 10 bank accounts. One account is a business account, the others (linked) are personal accounts. The issues I ran into are:

1) I needed reports by each of the accounts, that was not easily generated by bookly, my dedicated person had to do it manually. It was wonderful that they did, but it wasn't always correct (because it needed a lot of info from me) and so the reports weren't as useful as I had hoped.

2) Unforeseen problems: The "view only" access to my (personal) bank accounts triggered major problems. That second username triggered all my lined accounts to be unlinked and auto-payments stopped. I was NOT notified by the bank! My mortgage was late and I have to live with remove the late mark on my credit report.

3)Taxes: I wanted to submit them on time had my information to Bookly well in advance of April 15. They were not done on time, and they only have paper submissions now, so I had to print and mail all the forms. Furthermore, because they are submitted on paper, it takes several more weeks to have them processed by the IRS (and probably the states too).

The software and concept are good but the company does not conduct itself professionally. They made assurances that they could come up with a solution but ultimately, they failed to do so and still wanted me to pay.

I received a trial subscription from Bookly and started working with some of their personnel. The staff were very friendly but were not knowledgable enough to figure out the complexity of my needs. Note that my needs were not that complicated. After trying to find a workable solution for me, they deemed I needed to use their partner software named Xero. After multiple attempts and phone conferences, they still were unable to come up with a system that would meet our needs. Subsequently, they ceased correspondence and since I was on a free trial, I let it go. Several months later I noticed on my credit card statement that they had been charging me monthly for their services. I reached out to them again multiple times and long story short, they wouldn't refund my money. I have all the emails to corroborate this story and ultimately, I had to go to my credit card company which disputed the charges and refunded my money. Needless to say, I was shocked and disappointed that Bookly would not refund the charges they had applied for work they never did. It's sad that I had to go to my credit card company to get things right.

We were please to be introduced to KPMG Bookly team at eBay Open this past summer. We had been planning to either go with QuickBooks Enterprise or Go Daddy Accounting for our new eCommerce business. With Bookly we not only have a software package to handle our accounting but a personal bookkeeper to make sure we are posting our accounting data correctly. We the other solutions we were considering, there was no personal interface, and we still would have had to hire an accountant to review our results after the fact. While we are fairly versed in sound accounting practices, it is great to have a bookkeeper looking over our shoulder to make sure we are consistently following the best practices for our accounting.

We would like to see a checklist added to Bookly to ensure we are consistently entering the required data for each aspect of our business each and every month.

They help my small business improve daily ! Every-time I call they are more than willing to help me take my business to the next level.

NO CONS Bookly is a asset to my company we love bookly ! I'am sure if you test drive bookly you will be happy as well .

This software is fantastic. I used it under the original name (Bookly) and have been a customer ever since. What the business is doing is wonderful and you can't ask for better customer service. You work with a specific account manager that helps you with any and all bookkeeping issues.

The software is in its early stage and is improving. Some features you want added may take a little time, but rest assured it will happen.

Fast and easy to get your up to date reports as soon as the day, week, month, or quarter ends.

The graph hasn’t been working very well.

A professional tool with great features. They do my bookkeeping and my taxes with minimal effort on my part.

Was clunky in the past. They do not provide advice.

Frees me up like never before. Once the initial work of getting accounts synced up was done, the rest is automatic. Account representative then takes good care of me.

Doesn't fit on my laptop screen perfectly. I have to shift slightly left or right. That's my only con.

I like that I can know at any time how my business is doing.
Everything is updated in real time and very easy to use.
The payments are monthly and very reasonable.
Super easy and helpful for Tax preparation.

I am really satisfied with this service, at the last 2 years I am using it.

It's so easy to use and I love that we text back and forth!

I think it's more personal, but I do wish they would send me a text or an email when they ask me questions...otherwise I guess I need to just get into the habit of checking it more habitually!

Easy to use as the service connects directly to your account.
Weekly emails regarding your P&L
Easy to reach your accountant.
Affordable price.
Amazing support.
There’s so much more, I don’t have much time to list everything.

I don’t have any cons for Booky. The service has been so Amazing, I actually don’t have any cons.

Automated and easy to keep up with monthly instead of waiting until the end of the year! Having a knowledgable accountant at my beck and call makes me feel confident that what I'm doing is correct always, and if I have a questions it is easily and quickly answered. I hated using other software programs like the one that just stopped supporting the version I was using because they want me to pay for another upgrade. With Bookly, there is no capital upgrade outlay, just a monthly fee that covers everything. I like the way the software pulls in my data in from my accounts and then my accountant just asks me simple questions about what the expense was for and then determines the correct category. I love the ease of being able to ask a question of my accountant and get an answer fast. I don't have to think about what I'm doing from day to day. I just login and see what our financial picture looks like. You won't find a software product with the simplicity and clarity than Bookly has. I love the weekly cash flow updates too. If Quickbooks or other programs are too difficult for you to use Bookly is your answer! It's far more valuable than the price charged. Peace of mind is priceless. I don't worry about receipts that I don't know what to do with. I just upload them and let my accountant handle it. It's like a Butler for your Books!

The "ask your accountant" feature. It makes it easy for me to ask about confusing expense categories. I also love that my accountant can ask me about things that are unclear to her too. I also love the simplicity of the software and how easy it is to use, download transactions directly from my bank, and upload receipts. It makes seeing the big picture easier. I've used it for nearly a year now, and I love,. Don't do any more work than you need to, just like Bookly.co get it done for you. I am for the first time in years not dreading tax time next year! It is so comforting to know that all our business finances are taken care of my knowledgeable, smart, thorough accountants. I do wish there was a scanning feature built-in, but that's not what the software does! It's okay that I have to scan in the receipts and then upload them, it just takes more time than I want to dedicate but I can even do it with my phone which is pretty convenient and cool. The software is so much better than using Quickbooks, especially Quickbooks for Mac. There is a huge learning curve with Quickbooks, and I'm not an accountant. With Bookly.co you don't need to be an accountant, or even pretend to be one! They take the pain out of small business accounting.

This is a simple to using booking program that you can upgrade with add-ons. It is super easy to use and allows you to keep track of appointments.

It tends to get very glitchy and as wordpress updates, they don't release patches as quickly as they probably should. If you email customer service, they do respond, but sometimes it takes a while to get a response.

It provides an automatic tool for booking schedule with clients. We never worry to miss any meeting schedule. I always get touch with my business client through notification popup. We can easily add it to WordPress. It also saves my time and money.

It should show the previous schedule which we missed anyhow. I would like to more enhancements in GUI.

KPMG Spark is suitable for me. It makes my job easier. it helps me to do daily tasks. I like that it gives me real-time visibility into incomes and expenses.

The software needs some trainings to use perfectly. It is a bit complicated. But on the other hand it's very functional.

It is simple and user friendly.

I am not able to upload my own transactions VIA a CSV file. And the limited amount of reports the software is able to generate.

Functionality and Ease of Setup for businesses

Banking Integration and Security of tools when using with mult-factor authentication

I love that it syncs with my bank and on a weekly and monthly basis I know exactly what went on with my revenue. This allows me time to work on my business and not in it all the time.

Nothing to say at this time . I'm very pleased with this software.

Spark makes it easy for me to focus on my customers and not spending my time worried about keeping order of my books. The staff is super helpful and always available to answer any random question I may have about how my money is flowing.

I Don't have anything that I would list as a con. Thank you Spark for letting me focus on whats important.

Organizing Expenses, support for bookkeeping. Helpful staff. User Interface, Connection to my bank accounts

I would love to have a better month to month comparison. And year to year too in that sense. thank you

The ease to use and it did not take hours for me to learn to use and navigate. These were very important to me.

- Revamp the ability to add milage because the one entry at a time is brutal.
- If customer using tax service, then ability to ADD other expense totals i.e. TAX INFORMATION and under it categories (W2: ____, Cash Donation Total: _____, Student Loan: ___)
- Files ADD categories i.e. 2015, 2016, 2017 so we can group files together by the year not when it was uploaded.

The projects feature that was recently added allows a user to break down the financial data for a specific project or cost center. In our case this was most helpful in determining which trips were most or least profitable. Which in turn would make it easier to identify problems with our marketing strategy. This software is awesome.

The linking of accounts is good too, but when I change the password (maybe because I've been prompted to) I have to go in to the software to relink it - not that it's a big deal, but my bank makes us change our login every 90 days. Just a pain that's all.