---
title: Bookfolio Reviews
meta_title: 'Bookfolio Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Bookfolio works for a business like yours.
date_modified: '2026-09-11'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Bookfolio Reviews
**Vendor:** Bookfolio  
**Category:** [Accounting Software](https://www.g2.com/categories/accounting)
## About Bookfolio
Bookfolio is UK-focused accounting software for sole traders, landlords, and limited companies. It automates bank statement imports, categorizes transactions, and maintains detailed audit trails with transparent reasoning. Recognized by HMRC for Making Tax Digital, it prepares VAT returns, submits MTD for Income Tax updates, and processes payroll with manual approval required for filings. Users can manage books independently or seek help from UK-based accountants for reviews or full bookkeeping, retaining final submission approval. The platform organizes rental income by property, separates allowable expenses, and prepares Corporation Tax figures but doesn’t file CT600 returns. Built in the UK, it ensures bank-level security and exportable audit trails, tracking all changes with full transparency.






- [View Bookfolio pricing details and edition comparison](https://www.g2.com/products/bookfolio/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-11+07%3A57%3A59+-0500&secure%5Bsession_id%5D=cd7c7fa4-9385-49f1-ad0a-3580b1b86cc4&secure%5Btoken%5D=98a3bdee7099e55a31e4bd089ee275485b526d348a1f35da4aef5c7111aa2efd&format=llm_user)

## Bookfolio Features
**General Ledger**
- Journal Entries
- Tags / Dimensions
- Audit Trail

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**AI Assistant - Accounting**
- AI Accounting Assistant

**Accounts Receivable**
- Invoice Customization
- AR Automation
- Collections Automation

**Accounts Payable**
- AP Automation
- Payment Processing
- Purchase Orders
- Invoice Processing
- Purchase Order Management
- ACH Payment Processing
- Electronic Payments
- Electronic Payments
- Credit Card Processing

**Other Functionality**
- Inventory Tracking / Ordering
- Inventory Pricing and Costing
- Inventory Reporting
- Multi-Entity / Consolidation
- Recognition Rules
- Reconciliations
- Payroll
- Time and Expense
- Cost Tracking
- Time Tracking
- Status Tracking
- Budget Tracking

**Reporting & Analytics**
- Financial Statements
- Custom Reporting
- Budgeting / Forecasting
- Dashboards
- Financial Reporting
- Activity Dashboard

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Output Document Generation
- Mobile Access

**Integration**
- Data Import and Export Tools
- Integration APIs
- Breadth of Partner Applications
- Collaboration Tools
- Third-Party Integrations
- Accounting Integration
- Third-Party Integrations

**Cash Flow**
- Track Cash Flow
- Income and Expenses
- File Exports

**Budgeting & Forecasting**
- Budgeting / Forecasting
- Data Import
- Versioning
- Historical Data

**Revenue**
- Revenue Types
- Revenue Allocation
- Scheduling

**Payroll**
- Direct Deposit
- Check/W-2 Printing
- Tax Calculation
- Reporting and Dashboards

**AI**
- Data Extraction
- Invoice Processing
- Expense Management
- Fraud Detection
- Tax Compliance
- Support Chatbots
- Bank Reconciliations
- Report Generation
- Customizable Alerts
- Predictive Analytics
- Receipt Management
- Workflow Management
- Payroll Management
- Sales Tax Management
- Audit Management
- Tax Management
- Fixed Asset Management
- Reporting/Analytics
- Order Management
- Sales Order Management
- Cash Flow Management
- Cash Management
- Real-Time Data
- Vendor Management
- Credit Card Processing
- Financial Consolidation & Close Management
- Transaction Management

**Mobile Applications - Accounting**
- Cloud Integration
- Notifications
- UI
- Offline
- Expense Tracking
- Invoice Management
- Compliance Management
- Inventory Tracking
- Inventory Management
- Financial Management
- Activity Tracking
- Document Management
- Compliance Tracking
- Notes Management

**Agentic AI - Accounting**
- Autonomous Task Execution

**Additional Functionality**
- Multi-Location
- Generative AI
- Accounts Payable
- Fund Accounting
- Quotes/Estimates
- Approval Process Control
- AI Copilot
- Chart of Accounts
- Project Accounting
- Encryption
- Accounts Receivable
- Recurring/Subscription Billing
- Billing & Invoicing
- Reminders
- Multi-Currency
- Access Controls/Permissions
- Income & Balance Sheet
- Data Security
- General Ledger
- Currency Conversion
- Customizable Templates
- Accounting
- Estimating
- Reporting & Statistics
- Financial Analysis
- Transaction History
- Expense Claims
- Document Storage
- SSL Security
- Categorization/Grouping
- Automatic Billing
- Purchasing & Receiving
- Customer Database
- For Distributors
- Bills of Material
- Financial Data Protection
- Inventory Control
- AI/Machine Learning
- Mobile App
- Client Portal
- For CPA Firms
- Remote Access/Control
- Cash Flow Analysis
- Performance Metrics
- Multi-Company
- For Small Businesses

## Top Bookfolio Alternatives
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