Books, invoices, calendar, bills, and PR tax dates — from one dashboard. Connect the bank, classify once, and stay ready for your CPA.
BookQly automatically imports your transactions and learns how to categorize them. You just review and approve — like checking a report from your accountant.
Most accounting tools do one or two things well. BookQly does everything — including what others charge extra for or don't offer at all.
| Feature | BookQly | Others |
|---|---|---|
| Starting price | $9.99/month | $35–$235/month |
| Bank feeds via Plaid | ✓ Built-in, 12K+ banks | ✓ Some plans only |
| Smart transaction categorization | ✓ Rules + AI | Manual or limited |
| Invoice + cash sale receipt | ✓ From Plus | Often mixed into one |
| Appointment calendar | ✓ From Plus | Separate app |
| Bills + ledger adjustments | ✓ Pro | Add-on or unavailable |
| PR tax calendar (IVU, CRIM…) | ✓ Built-in on Pro | Not built for PR |
| For Accountants / CPAs | ✓ Dedicated plan | Separate product |
Nothing extra on the brochure. These are the items in the BookQly sidebar — unlocked by plan.
Your books. Connect a bank with Plaid or type it in. Rules categorize; you approve.
Statements from the ledger — not a saved total. Same list as the Reports screen.
Book the visit, mark it done, turn it into a sale. Slot length lives in Settings.
Invoice when they owe you. Sales receipt when they already paid (walk-in or link).
What you owe suppliers, plus journal entries when the books need a correction.
Plain-language questions. Then a calendar of what PR and the IRS expect — IVU, CRIM, estimates.
Manage all your clients from one login. Access real-time financial data, track every deadline in bulk, and grow your practice — without the complexity.
Switch between all your clients instantly from one login.
View clients' income, expenses, and P&L in real time.
Track all clients' federal and state filings from one screen.
Secure document sharing with each client in their own portal.
Send invoices branded with your firm's logo, not BookQly's.
Every change logged, every closed period locked — defensible books for any examination.
Invite staff, assign clients, and open only the modules they need.
BookQly for Accountants gives you everything to manage more clients, file faster, and grow your firm — without hiring more staff.
See Accountant Plan →Say if you live in Puerto Rico or a U.S. state. Skip tax questions and finish them later in Tax & Compliance.
Connect a bank with Plaid (Starter+) or enter income and expenses by hand on Free.
Plus invoices and calendar. Pro unlocks bills, adjustments, and the tax calendar.
Hover to pause.
Every plan starts with a 14-day free trial. No hidden fees. Cancel anytime.
Same modules as the app: books, calendar, invoices, bills, reports, and the PR tax calendar. Free to start · paid plans from $9.99/mo.