Checkmybooks

End-of-year productivity software

5 /5 (1 review) Write a Review!

Checkmybooks Overview

What is Checkmybooks?

Checkmybooks collates clients’ records and automatically checks through the data to assist accountants in end-of-year corrections. Clients are sent emails directly from Checkmybooks, branded with the user’s practice logo, with an upload link to enable direct transfer of their data from Xero, Sage or QuickBooks.

Checkmybooks inspects every transaction to find patterns and inconsistencies, then notifies users when an exception report has been completed, highlighting any areas which require investigation. Users can drill down from any account balance to view the underlying transactions, and make adjustments to accounts where necessary, with automatic double entry. Checkmybooks creates a full audit trail for all changes, including time stamps and any comments added.

When all corrections are completed, Checkmybooks produces a branded feedback report for the client, detailing the adjustments made, which is accompanied by a file of the corrected figures for import into the client’s accounting software, enabling them to start the new year with accurate financial figures.

Checkmybooks Overview

Pricing

Starting from
£60,00

Pricing options

Free Trial
Free
Value for money

14-day free trial, no credit card required.

Users require one credit per end-of-year job they wish to process.
Prices start at £60 per credit, with discounts for bulk purchases.


Checkmybooks Features

Devices
Business size
S M L
Markets
United Kingdom
Supported Languages
English

Media

Checkmybooks automatically creates review points without the need for manual data inspection
Checkmybooks notifies users by email when it has reviewed client data and created an exceptions report
Users can drill down to see individual transaction information in Checkmybooks' financial reports
Checkmybooks tracks how many adjustments have been made and their affect on profit
Checkmybooks screenshot: Checkmybooks automatically creates review points without the need for manual data inspection Checkmybooks screenshot: Checkmybooks notifies users by email when it has reviewed client data and created an exceptions report Checkmybooks screenshot: Users can drill down to see individual transaction information in Checkmybooks' financial reports Checkmybooks screenshot: Checkmybooks tracks how many adjustments have been made and their affect on profit

Checkmybooks Reviews

Checkmybooks Reviews

Overall rating
5
/
5
Excellent
1

Very good
0

Average
0

Poor
0

Terrible
0

Value for Money
5
Features
4
Ease of Use
4
Customer Support
4
100% recommended this app
Erhan U.

Very decent!

Good to work with!


Erhan U.
Industry: Accounting
Company size: 10 000+ Employees

Very decent!

Used Daily for Free Trial
Reviewed on 2020/06/04
Review Source: Capterra

Good to work with!

Pros

The most I liked that it makes also the accounts and not only the prices. Great client management and has also online support

Cons

It is very good in its field but I was thinking if it would include more mudules, ie.g. due date tracking potentially and/or document management.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
9/10
Based on 1 user ratings
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Checkmybooks Pricing

Checkmybooks Pricing

Starting from
£60,00
Free Trial
Free
Value for money

14-day free trial, no credit card required.

Users require one credit per end-of-year job they wish to process.
Prices start at £60 per credit, with discounts for bulk purchases.

14-day free trial, no credit card required.

Users require one credit per end-of-year job they wish to process.
Prices start at £60 per credit, with discounts for bulk purchases.

Value for Money
5/5
Based on 1 user ratings
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Checkmybooks Features

Checkmybooks Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4/5
Based on 1 user ratings
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Categories

Additional information for Checkmybooks

Additional information for Checkmybooks

Key features of Checkmybooks

  • Accounting software integrations
  • Adjusted figure export
  • Automated double entry
  • Automatic report generation
  • Automatically emails clients
  • Customizable branding
  • Drill-down reporting
  • Email notifications
  • Exception reporting
  • Full audit trail
  • Individual transactions
  • Profit impact tracking
  • Timestamps
  • Trial balance export

Benefits

Checkmybooks automatically emails clients directly from users with practice-branded emails, asking them to upload their financial data via an included direct upload link

Users are notified by email when data has been uploaded and reviewed by Checkmybooks

Checkmybooks generates exceptions reports, giving users a list of review points on which to focus, without the need for users to manually inspect all of the uploaded data

Checkmybooks creates a full audit trail for all adjustments, including explanatory notes added, time stamps and manager’s name

When adjustments are finalised, Checkmybooks produces an editable, branded feedback report for sending to clients, explaining all of the adjustments made

Adjusted figures are collated into a single file for clients to import into their bookkeeping software, ensuring they have accurate figures to start the next year

Checkmybooks FAQs

Checkmybooks FAQs

Below are some frequently asked questions for Checkmybooks.

Q. What type of pricing plans does Checkmybooks offer?

Checkmybooks offers the following pricing plans:

Starting from: £60,00

Pricing model: Free

Free Trial: Available

14-day free trial, no credit card required. Users require one credit per end-of-year job they wish to process. Prices start at £60 per credit, with discounts for bulk purchases.

Q. What are the main features of Checkmybooks?

Checkmybooks offers the following features:

  • Accounting software integrations
  • Adjusted figure export
  • Automated double entry
  • Automatic report generation
  • Automatically emails clients
  • Customizable branding
  • Drill-down reporting
  • Email notifications
  • Exception reporting
  • Full audit trail
  • Individual transactions
  • Profit impact tracking
  • Timestamps
  • Trial balance export

Q. Who are the typical users of Checkmybooks?

Checkmybooks has the following typical customers:

Small Business, Freelancers, Mid Size Business

Q. What languages does Checkmybooks support?

Checkmybooks supports the following languages:

English

Q. What type of pricing plans does Checkmybooks offer?

Checkmybooks has the following pricing plans:

Free

Q. Does Checkmybooks support mobile devices?

We do not have any information about what devices Checkmybooks supports

Q. What other apps does Checkmybooks integrate with?

Checkmybooks integrates with the following applications:

QuickBooks Online, Sage Business Cloud Accounting, Xero, Xero

Q. What level of support does Checkmybooks offer?

Checkmybooks offers the following support options:

Video Tutorials, Online Support, Knowledge Base