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bookkeep.com

By bookkeep.com
5 out of 5 stars
Free 14 day trial available
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Bookkeep automates your retail and eCommerce accounting globally into Xero for Square, Shopify, Amazon, PayPal, BigCommerce, Toast, WooCommerce, Stripe, Walmart & more. Trusted by thousands of CFOs and accounting firms.
Rated
5.0
out of 5
Reviewed by
3
Xero users
Try this app
Free 14 day
trial available
Listed for
3 years
October 2021

bookkeep.com can help your business

Overview

Bookkeep is for retail & ecommerce businesses, CFOs, accountants, & bookkeepers. If you sell on Square, Shopify, Amazon, PayPal, BigCommerce, Toast, WooCommerce, Stripe or Walmart, then Bookkeep is the right choice for you! Sync & automate directly into Xero.

Cost Efficiency and Time Savings - Bookkeep delivers what finance professionals value most: accuracy & efficiency. Our platform provides automated daily accounting, saving bookkeepers an average of 10 hours per client monthly. By eliminating manual data entry, we help accounting teams shift their focus from repetitive tasks to strategic growth initiatives, while ensuring precision in financial records.

Gold standard for financial data accuracy - Thousands of accountants & bookkeepers trust Bookkeep to accurately sync their financial data daily. Automatically posting daily summary financials & bank transactions into Xero is a smarter way to run your business.

Multichannel and multicurrency support - Bookkeep seamlessly handles complex business structures - from multichannel retail to multi-entity organizations - all managed from a single account. With full multicurrency support, our platform excels at managing high-volume transactions across diverse sales channels.

Bookkeep provides clean data each time, eliminating missing transactions or duplicates—never waste another minute with manual entries or adjustments. It's free to try & you can get set up in minutes.

Bookkeep for Shopify posts Shopify sales, COGS, and payouts automatically to Xero, so you know everything has been accounted for correctly. Bookkeep also supports revenue recognition based on fulfillment. Bookkeep allows you to segment your sales by channel & accurately captures sales tax withheld.

Bookkeep for Amazon posts Amazon sales, fees, reserves, & deposits to Xero. Bookkeep supports Amazon marketplaces worldwide. Bookkeep captures Amazon Pay transactions.

Bookkeep for Square posts your Square sales, fees, and deposits automatically to Xero so that you know everything has been accounted for correctly.

Bookkeep for PayPal posts sales, payments, fees, bank transfers, & all other transactions automatically to Xero. Bookkeep handles multicurrency transactions & ensures no financial data is missing.

Bookkeep for Stripe posts sales, payments, fees, bank transfers, & all other transactions automatically to Xero.

Even more apps are offered!

  • WooCommerce
  • BigCommerce
  • Sezzle
  • eBay
  • Walmart
  • Clover
  • Toast
  • SquareSpace
  • MindBody
  • SumUp

Sell on multiple channels or multiple locations?
Bookkeep excels at managing complex business scenarios, from multi-location operations to split payment systems. Our platform seamlessly integrates diverse combinations of sales & payment platforms.

Bottom line: Bookkeep is the missing piece that connects Xero to your ecommerce & POS channels, streamlines your book closing, & gives you confidence to make better business decisions.

bookkeep.com
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bookkeep.com + Xero

Bookkeep + Xero: Automated Accounting Intelligence

Transform your Xero accounting with Bookkeep's powerful automation. Bookkeep seamlessly integrates with Xero to automate your daily accounting workflows and deliver detailed financial data exactly where you need it. Bookkeep posts daily sales summaries as manual journal entries into Xero, which reduces manual entry and ensures accuracy by automatically capturing daily sales data from eCommerce and POS platforms such as Shopify, Square, and Amazon. Bookkeep posts deposits separately as bank transactions to enable seamless bank matching.

Advanced Tracking Category Integration Bookkeep maximizes Xero's tracking capabilities by enabling mapping transaction data to your custom tracking categories. This enables you to:

  • Track revenue and expenses by sales channel

  • Monitor performance across different business locations

  • Analyze results by department or cost center

  • Create custom dimensions for specialized reporting needs

Automated Daily Journal Entries and Bank Transactions Bookkeep posts detailed daily summary entries to Xero that automatically:

  • Map to your chart of accounts

  • Populate relevant tracking categories

  • Match perfectly with bank deposits for easy reconciliation

  • Include all fees, refunds, and adjustments

  • Capture cost of goods sold for accurate margin reporting

Real-time Financial Visibility By combining Bookkeep's automation with Xero's tracking categories, you gain instant insight into business performance across any dimension you choose to track, eliminating manual data entry while ensuring accuracy and completeness in your financial reporting.

Reviews & ratings

5.0 out of 5 stars
3 Reviews

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Most recent reviews

SD
Sheila Downey
Posted 17 Feb 2024
5 out of 5 stars

Reliable & accurate app

This app has helped us be more efficient with our time by automating mundane data entry from Square. In 9 months, I've had to reach out for help only twice, and the customer service is excellent. Very steady, reliable synchronization and little tech support needed. The daily reports are sent to my email, which provides an easy review step to ensure the process is working as it should. My only disappointment is that Bookkeep doesn't integrate with more sales apps! Even at that, you can request the development of a connection. I heartily recommend this app!

Response from bookkeep.com

Thank you Sheila! We are so happy our support team has been helpful the few times you've needed assistance! As to the sales app connections you need, please do let us know which ones are important to you. We are always adding connections, and we take our cues from customers like you! One of the things that makes us different from the other apps is that we also support the retail apps, like Square, and POS apps - we aren't just ecommerce - so we work hard to continue to add new connections.
AR
Ashley Richelson
Posted 16 Feb 2024
5 out of 5 stars

Just works!

I’ve been using bookkeep for my business for a few years now and it’s one of the very few resources that I never have to worry about. They also send an email every morning so I don’t have to wonder. It really just works. I don’t know what I’d do if I ever actually had to enter the data manually!

Response from bookkeep.com

Ashley thank you for sharing your experience with Bookkeep! We are delighted that our daily emails help you understand your revenue streams better!
BJ
Barbara J.
Posted 14 Feb 2024
5 out of 5 stars

Bookkeep is the extra set of hands I need!

Working with Bookkeep give me the confidence that I can take on clients with POS systems in an efficient manner.  I love how granular the data feed is, and I love the daily emails that I can quickly review to make sure everything is flowing smoothly. They are the only reason, I decided to take a high transaction volume client on, because it was like having an extra bkpr on staff.  I love using smart tools that build efficiencies into my process and Bookkeep is def a fav part of my preferred tech stack! 

Response from bookkeep.com

Barbara, we love that Bookkeep is that extra set of hands you needed! Thank you so much for your trust, and we are delighted to be helping you support your multi-channel ecommerce and retail clients! Bookkeep really is that behind-the-scenes hard worker that every busy accounting and finance team needs when it comes to automatically posting your clients' dailt sales and payment journals to Xero :-)

Additional info

Shared data

Xero
bookkeep.com
Accountsshared from Xero to bookkeep.com and from bookkeep.com to Xero
Tracking Categoriesshared from Xero to bookkeep.com and from bookkeep.com to Xero
Tax Ratesshared from Xero to bookkeep.com
Manual Journalsshared from Xero to bookkeep.com and from bookkeep.com to Xero
Currenciesshared from Xero to bookkeep.com
Bank Transactionsshared from Xero to bookkeep.com and from bookkeep.com to Xero

Functions

ReportingAccountant tools

Industries

RetailHospitalityAccounting

App details

By bookkeep.com
Added in 2021

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@bookkeep.com

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14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.