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๐Ÿฆ Bank Feeds โœจ Features ๐Ÿ‘ฅ For Accountants ๐Ÿ’ณ Pricing ๐Ÿ”— Integrations
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Bank feeds powered by Plaid โ€” 12,000+ institutions

Your finances,
on autopilot.

Accrual accounting, invoicing, and bills โ€” powered by real bank data. Connect your accounts, classify transactions, and let BookQly keep your books audit-ready.

๐Ÿ”’ 14-day free trial.  Card required ยท You won't be charged until your trial ends ยท Cancel anytime
๐Ÿฆ
Chase connected
via Plaid ยท just now
๐Ÿ’ฐ
+$4,200 imported
Auto-categorized: Services
๐Ÿงพ
Invoice INV-1053 paid
via ATH Mรณvil ยท IVU handled
app.bookqly.com โ€” Overview
๐Ÿงพ New Invoice ๐Ÿ“ค Add Expense
Total Income
$0
โ†‘ 24%
Total Expenses
$0
โ†“ 8%
Net Income
$0
After expenses
Open Invoices
0
$8,350 due
Income vs Expenses Income Expenses
Recent Transactions
Connects securely with the tools you already trust
A/R + A/P
True accrual accounting
11.5% / 4%
PR IVU rates handled correctly
100%
Audit-trail logged, nothing erased
12K+
Banks supported via Plaid
Automated Bank Feeds
Connect your bank.
Skip the manual entry.

BookQly automatically imports your transactions and learns how to categorize them. You just review and approve โ€” like checking a report from your accountant.

๐Ÿ”— Connect via Plaid
Securely link your bank account in seconds. Plaid supports 12,000+ financial institutions including Chase, Bank of America, Wells Fargo, and Citi.
  • Real-time transaction import โ€” updated daily
  • Smart categorization (rules + AI)
  • Bank-level 256-bit encryption
  • One-click reconciliation
โœ๏ธ Add Account Manually
If your bank isn't on Plaid or you prefer manual control, add accounts directly and import via CSV or enter transactions yourself.
  • Manual transaction entry with templates
  • CSV import from any bank statement
  • No bank credentials required
  • Full edit control on every transaction
Connected Accounts
Why BookQly
BookQly vs Others

Most accounting tools do one or two things well. BookQly does everything โ€” including what others charge extra for or don't offer at all.

FeatureBookQlyOthers
Starting price$9.99/month$35โ€“$235/month
Bank feeds via Plaidโœ“ Built-in, 12K+ banksโœ“ Some plans only
Smart transaction categorizationโœ“ Rules + AIManual or limited
Invoicingโœ“ Unlimited on ProLimited on base plans
Deadline tracking & remindersโœ“ Built-inAdd-on or unavailable
Accounts Payable (Bills)โœ“ Built-inโœ— Add-on or unavailable
Compliance score & deadline trackingโœ“ Built inNot offered
For Accountants / CPAsโœ“ Dedicated planSeparate product
Everything you need
Four services.
One platform.

Stop paying for separate tools. BookQly gives you your entire financial back office โ€” automated, organized, and always up to date.

๐Ÿฆ

Bank Feeds & Bookkeeping

Connect your accounts via Plaid and let BookQly import, match, and categorize transactions automatically. You classify, we do the rest.

  • 12,000+ banks supported via Plaid
  • Smart transaction categorization
  • One-click bank reconciliation
  • P&L, balance sheet & cash flow reports
๐Ÿ“„

Invoicing

Professional invoices sent in seconds. Pick from your saved Products & Services catalog, get paid faster with Stripe payment links, and track everything.

  • Products & Services catalog
  • Stripe payment links
  • Automated overdue reminders
  • PR IVU tax handled correctly (11.5% / 4% B2B)
๐Ÿ“‹

Tax & Compliance

Never miss a deadline. BookQly tracks your federal and state obligations, organizes your documents, and shows exactly where each filing stands.

  • Federal, state & municipal obligations
  • Quarterly estimated tax reminders
  • Compliance score with a clear next action
  • Status: Not started, In progress, Ready to file, Filed

* BookQly tracks deadlines and calculates what you owe โ€” it doesn't file returns on your behalf yet.

๐Ÿงพ

Bills to Pay

Track what you owe, not just what you're owed. Recurring bills roll forward automatically, and bank-matching stops the same expense from being counted twice.

  • Accounts Payable (A/P) aging
  • Recurring bills โ€” monthly, quarterly, yearly
  • Automatic bank-transaction matching
  • Never counted twice, never forgotten
For Professionals
Built for Accountants,
Tax Preparers & CPAs.

Manage all your clients from one login. Access real-time financial data, track every deadline in bulk, and grow your practice โ€” without the complexity.

๐Ÿ‘ฅ

Multi-Client Dashboard

Switch between all your clients instantly from one login.

๐Ÿ“Š

Real-Time Book Access

View clients' income, expenses, and P&L in real time.

๐Ÿ“‹

Bulk Tax & Compliance

Track all clients' federal and state filings from one screen.

๐Ÿ”

Client Portal

Secure document sharing with each client in their own portal.

๐Ÿงพ

White-Label Invoices

Send invoices branded with your firm's logo, not BookQly's.

๐Ÿ”Ž

Audit Trail & Period Close

Every change logged, every closed period locked โ€” defensible books for any examination.

The practice you always wanted โ€” finally within reach.

BookQly for Accountants gives you everything to manage more clients, file faster, and grow your firm โ€” without hiring more staff.

See Accountant Plan โ†’
Free 14-day trial ยท Card required ยท Cancel anytime
Simple setup
Up and running in under 10 minutes.
01

Create your profile

Sign up as individual or business. Enter your tax ID and connect your bank via Plaid in seconds.

02

Sync your accounts

Connect your bank and Stripe. BookQly imports transactions and organizes them automatically.

03

Review & run your business

Classify transactions in one click, send invoices, and track every tax deadline โ€” all from one dashboard.

Integrations
Works with the tools you already use.

Hover to pause.

Pricing
Simple, transparent pricing.

Every plan starts with a 14-day free trial. No hidden fees. Cancel anytime.

Starter
$9.99/mo
For freelancers who just need clean books.
  • 1 connected bank account (Plaid)
  • Income & Expenses tracking
  • Smart categorization (rules)
  • Financial reports (P&L, balance sheet)
  • Email support
Start free trial
14-day trial ยท Card required
Pro
$49.99/mo
The full back office for growing businesses.
  • Everything in Plus
  • Up to 5 connected bank accounts
  • Bills to Pay (Accounts Payable)
  • Adjustments & general ledger
  • Unlimited catalog items
  • Smart categorization (rules + AI)
  • Priority support
Start free trial
14-day trial ยท Card required
Manage multiple clients? See Accountant plans โ†’

Your finances deserve
better software.

Stop arriving at tax season with nothing recorded. Books, invoices, and bills โ€” one platform, starting at $9.99/month.

14-day free trial ยท Card required ยท Cancel anytime before it ends