Bookkeeper360 Review: Features, Pricing, & Alternatives

Our Verdict

Do you struggle to run your accounting tasks smoothly and keep the records tidy? Learn how thriving businesses achieve it in this Bookkeeper360 review.

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Bookkeeper360 Bookkeeper360
Software Type: Bookkeeping, accounting, and advisory
Best For: SME businesses looking to outsource their bookkeeping tasks and get expert guidance.
Pricing: $125/hr to $549/mo
Pros:
  • Free consultation
  • 24/7 support
  • Dedicated CPA
  • Offers accrual-based accounting
Cons:
  • No mobile app
  • No inventory management features

Are you a business owner or CFO struggling to track your company’s financial performance? Handling all bookkeeping and accounting tasks can be overwhelming.

While you can hire an accountant or buy any accounting software, they might not fulfill your needs. That’s why we decided to try Bookkeeper360.

It’s a SaaS accounting platform that claims to automate and streamline bookkeeping while offering expert financial guidance.

We wanted to see if the software could live up to its claims, save time, and help us with our business operations.

So, in this Bookkeeper360 review, we will share our experience and honest opinion. We’ll explore the unique features, use cases, benefits and find how pocket-friendly its plans are.

The goal is to help you understand if Bookkeeper360 is the ideal platform for your business needs.

SMB Guide’s Verdict for Bookkeeper360

Having tested the software for a couple of weeks and giving it a thorough evaluation, we give it a 8.8 out of 10 rating.

The evaluation was on its features, pricing, support, integrations, and more.

In this review of Bookkeeper360, I’ve followed SMB Guide’s detailed criteria for evaluating the bookkeeping software.

FactorRating (out of 10)
Pricing & Plans7
General Ledger and Chart of Accounts8.5
Bank Integration and Reconciliation9
Financial Reporting9
AP and AR Management8
Payroll and Tax Management8
User Interface and User Experience8.5
Integrations, Compatibility, & Supported Platforms9
Customer Support9
SMB Guide Rating8.8

The platform is decent enough for any business looking for accounting software to streamline their bookkeeping, tax, and payroll tasks.

In addition, it is a platform that provides premium services like the virtual CFO, who can help give insights on best strategies and practices.

Bookkeeper360 is ideal for any remote business with simple to complex financial needs. In addition, SMEs are looking to scale their revenue streams and operations.

Pricing & Plans

Bookkeeper360 offers three plans to suit different business needs and budgets. The plans are:

Bookkeeper360 pricing

Pay as You Go

It starts at $125/hour for support.

Features

  • Access to a dedicated accountant
  • Quick account setup
  • On-demand expert input, bookkeeping, and training

Who it’s for: Remote businesses with a few income streams need to outsource their bookkeeping tasks.

Monthly

It costs $399/month, and these are the features you get.

Features

  • Balance sheet (profit and loss)
  • Access to a dedicated accountant
  • Review of KPIs in the mobile app
  • Monthly financial meeting
  • Monthly reconciliation

Who is it for: Remote businesses that have one income stream or simple financial needs. In addition, businesses that are looking to streamline their accounting processes.

Weekly

It starts at $549/month, and it packs these features:

Features

  • All features in the monthly plan
  • Access to a dedicated accounting team
  • Best-in-class support
  • Weekly updates
  • Advanced reporting

Who is it for: Remote businesses with multiple income streams and looking to streamline their accounting tasks. In addition, businesses that are looking to scale and have complex financial needs.

Bookkeeper360

Bookkeeper360 is a Quickbooks and Xero bookkeeping, accounting, and advisory solution for small to medium-sized businesses.

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General Ledger and Chart Accounts

Your business financial structure determines how complex or simple it is for accountants to manage. Now with Bookkeeping360, you can customize your chart accounts and business ledger to suit your business financial model.

Bookkeeping360 also allows you to create groupings or categories and subcategories that display your business income, equity, and liabilities.

You can also merge and edit accounts at any time.

Bookkeeper360 chart accounts

You can integrate Xero and seamlessly link your chart account and general ledger to simplify the processes. It allows you to get access to your data from both platforms.

In addition, you can set up your chart accounts through the guidance of accountants to ensure you categorize them well.

Bank Integration and Reconciliation

Another standout feature of Bookkeeper360 is it integrates with over 5000 financial institutions. It helps you to get bank feed on any transaction importing, reconciliation, and more.

The best part is connecting this software and Xero to your credit cards, online wallets, and bank account is seamless.

Integrating Bookkeeper360 with your accounts lets you see all the processes like cash flow and transactions.

Another benefit of using this software is that you can reconcile your accounts monthly with your general ledger.

The accountants will match records with transactions, pinpoint any missed entries and rectify errors. You also get the chance to review and approve the reconciliation reports online.

Financial Reporting

Using Bookkeeper360 for your financial reporting ensures you get accurate and in-depth reports.

When you log onto Bookkeeper360’s dashboard or the Xero app, you can access the balance sheet and other financial reports.

In addition, you can edit and customize the columns, filters, charts, and more in your reports.

Bookkeeper360 financial reporting

Another benefit of this software is real-time insights into your company trends and performance. The dashboard will display the debt-to-equity ratio, margins, cash flow, and more metrics.

The best part is you can compare your budget and real-time results and see any missed opportunities or discrepancies.

Accounts Payable & Accounts Receivable Management

The AP and AR management features are critical in streamlining your account processes. Bookkeeper360 offers this feature, letting you manage vendors, bills, and purchase orders.

Through the software, you will track due dates and payments and streamline the approval process. Another benefit of this feature is that you can manage invoicing, customer relationships, and more.

You also get customization options to your invoices, like adding a font or logo. The good thing is you can integrate an online payment gateway like Stripe to collect payments. 

Ultimately, this feature is crucial to your business bookkeeping processes because it helps lower errors and boost customer satisfaction and cash flow.

Payroll and Tax Management

In remote businesses, payroll and tax management are complex and time-consuming tasks. It means you must schedule on-time employee payments, calculate taxes correctly and ensure every financial transaction is in line with the law.

The good news is that with Bookkeeper360, you can simplify all these processes accurately and comply with the law.

Bookkeeper360 payroll analytics

Depending on the plan you subscribe to, you can calculate salaries, manage staff records and any withheld taxes.

You can also automate some processes by integrating Gusto, an online payroll service to generate payroll reports, tax calculations, and more.

Bookkeeping360 can also help calculate your sales taxes in up to 5 states, file corporate tax, generate tax forms, and more.

To simplify the process, you can use Xero TaxTouch, a tax software that groups together your expenditures to prepare a schedule C.

Using this Bookkeeper’s feature in your business can save you time, avoid penalties and comply with the law.

User Interface and User Experience

The UI and UX are the two most crucial aspects of any SaaS product, and here is why. You want software that’s easy to use and responsive to input.

You also want a clean layout and a customizable platform to fit your goals and needs. The Bookkeeper360 UI is simple and clean, with various harmonized features.

The dashboard is well-organized, with several tabs for an app store, taxes, bookkeeping, support, and more.

Bookkeeper360 dashboard

Another standout aspect is on the dashboard, where you can see the overview of your financial progress, like cash flow, P&L, and more. Not only that but through the app, you can access various integrations. 

The Bookkeeper UX is remarkable, making using the platform easy and fun. For example, the onboarding process is quick and simple, with videos and tutorials to sign up.

In addition, you can customize the features and integrations to match your preferences. This feature makes Bookkeeper360 stand out because it simplifies the bookkeeping process.

The best part is the platform is accessible from mobile or browser since it is a web-based software.

Integrations, Compatibility & Supported Platforms

A software’s ability to integrate and be compatible with other supported platforms is essential in enhancing user experience.

You need a platform compatible with Windows, Linux, Android, and iOS OS. Bookkeeper360 integrates with many third-party apps that help enhance bookkeeping and accounting tasks.

Bookkeeper360 integrations

Some of them include the following:

  • Xero: It’s a SaaS software ideal for SMEs that manages invoicing, expenditure, and bookkeeping. It integrates with Bookkeeper360 to streamline these tasks.
  • Gusto: It’s a SaaS payroll platform that works by automating and streamlining your payroll processes. It is ideal for SMEs and integrates well with Bookkeeper360.
  • Stripe: It’s a SaaS payment collection software ideal for any online business as its features make it suitable for online sales. It integrates well with Bookkeeper360 and accepts credit card and online wallet payments. 
  • Shopify: It’s a SaaS e-commerce platform businesses of all types use to build an online store to sell their wares. Bookkeeper360 integrates with Shopify, and businesses can use it to streamline their accounting processes. 

You can also access Bookkeeper360 on any web browser and gadgets running on Windows, macOS, iOS, and Android.

This integration and compatibility with various platforms make the software efficient for any accounting processes for a business.

Customer Support

Another essential aspect of great SaaS software is its customer support. The support service needs to be responsive whenever a problem arises.

In addition, the platform needs to provide various support channels and resources. Bookkeeper360 offers excellent customer support and provides various contact channels like phone and email.

You can reach the support team any weekday from 9 a.m.to 6 p.m. EST. In addition, there are a ton of resources known as a knowledge base packed with tutorials, articles, FAQs, and more.

There is also a community forum where you can interact with like-minded individuals.

Bookkeeper360 – Unique Features

Having gone through some prominent features above, certain  Bookkeeper360 features make it unique. Let’s look at them:

Bookkeeper360 fractional ceo
  • Xero TaxTouch: A SaaS tax preparation app for iOS devices that integrates with Bookkeeper360 to help SMEs track revenue and keep up with tax liabilities. It also simplifies filing Schedule C for US residents.
  • Bookkeeper360 App: It is a  native app to this software that gives you access to your dashboard on the go. You can see, manage and track the financial reports through the application.
  • Virtual CFO: A premium service that lets you access a dedicated CFO to give you tips and guidance in your financial processes. For example, a virtual CFO can offer insights on budgeting, KPI tracking, cash flow forecasting, and more.

These features are unique to Bookkeeper360 and can help your business have an edge in the marketplace.

Steven Muller

“At Bookkeeper360, we’re not just your bookkeepers; we’re your strategic growth partners. With our US-based team, scalable solutions, and comprehensive back-office support designed to evolve with your business, we’re with you every step of the way.”

Steven Muller, Vice President of Sales @ Bookkeeper360

What Experts Say About Bookkeeper360

Don’t just take our word for it. Here are other user’s honest reviews on how they experienced Bookkeeper360 from G2:

“I was looking for a solution to help me manage my business finances that range from traveling to equipment. Bookkeeper360 helped me easily streamline these tasks, and all the hassle was gone.”

“Before signing up with Bookkeeper360, I struggled with my credit card services and overall accounting. Thankfully, the support team at Bookkeeper360 helped me transition smoothly and they were in the process to completion.”

“I was looking for a platform to help me with the varying dynamics of accounting in my business. I found it to be convenient and for both bookkeeping and accounting, which was excellent.”

Bookkeeper360 Alternatives

Suppose you find Bookkeeper360 isn’t meeting your needs. Some decent alternatives can provide similar features and benefits.

Let’s look at them:

 
 
 
4.5
4.0
4.0
$200/mo
$249/mo - $399/mo
Request a quote
4.0
$249/mo - $399/mo
4.0
Request a quote

Quickbooks Live

Quickbooks Live homepage

It started as an online bookkeeping software with an integrated bookkeeping service. You can generate reports, track expenditures, payments, and more through it.

The software also integrates with many third-party applications like payment gateways and OS’s. One difference between Quickbooks Live and Bookkeeper360 is that Quickbooks doesn’t file your taxes but can prepare end-year financial reports.

Online Quickbooks provides three plans with a starting price of $9/month. This software is ideal for remote businesses looking for an all-rounded platform.

It offers accounting capabilities with excellent features at a reasonable price. Schedule your free consultation today.

Bench

Bench Accounting homepage

It is one of the best alternatives to Bookkeeper360 because it focuses on bookkeeping. Bench accounting pairs you with a dedicated bookkeeper who will categorize and help you reconcile your accounts.

The good thing is you can contact the Bookkeeper through the Bench platform whenever you need input. The major difference between Bench and Bookkeeper is that Bench doesn’t offer tax services.

However, it can link you up with a CPA through its network. Bench plans start at $299/month and are ideal for remote businesses that need basic bookkeeping.

FreshBooks

FreshBooks homepage

It is a SaaS accounting platform ideal for SMEs because of its simplicity and excellent UX. The software lets you generate invoices, manage projects, accept online payments, and more.

The platform also offers excellent collaboration features where you can access data on the go. The main difference between FreshBooks and Bookkeeper360 is that Bookkeeper offers more invoice customization options.

In addition, Bookkeeper provides better onboarding support through to completion. FreshBooks offers four pricing plans, with the entry plan priced at $8.50.

It is an ideal software for businesses with three or fewer employees looking for a basic accounting platform.

Getting Started with Bookkeeper360

Bookkeeper360 is an accounting software that simplifies and streamlines your bookkeeping processes. You can use it to manage your finances remotely and get access to premium features like virtual CFO for expert advice.

In addition, through its integration with Xero, it’s easy to get real-time insights into your financial reports, such as cash flow, taxes, and more.So, don’t wait until your bookkeeping process goes wrong!

Get started with Bookkeeper360 today and sign up for the free trial. Trust me; you won’t regret it!

Bookkeeper360 FAQs

How does Bookkeeper360 work?

It is an accounting software that lets accountants create financial plans and strategies on R&D credit, accrual accounting, and more. In addition, conduct margin analysis, create P&L and sales tax.

How secure is Bookkeeper360?

The company uses industry-standard security and encryption to safeguard data and client privacy. Bookkeeper360 has servers that get backed up regularly, giving the client control of their account.

What are the benefits of using Bookkeeper360?

Some of the main benefits of Bookkeeper360 is getting real-time insights into your business cash flow and performance. In addition, you get first-hand expert tips on how to scale your business.

Related reading:

Bookkeeper360

Bookkeeper360 is a Quickbooks and Xero bookkeeping, accounting, and advisory solution for small to medium-sized businesses.

Schedule a call
We earn a commission if you make a purchase, at no additional cost to you.
Bookkeeper360

Bookkeeper360 is a Quickbooks and Xero bookkeeping, accounting, and advisory solution for small to medium-sized businesses.

Product Brand: Bookkeeper360

Editor's Rating:
4.4

Jessica Pereira helps SaaS and digital marketing brands build long-lasting customer relationships with meaningful content. Her favorite topics include career development, productivity, and email marketing.