--- title: CustomBooks™ Reviews meta_title: 'CustomBooks™ Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 75 reviews by the users' company size, role or industry to find out how CustomBooks™ works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 75 scale: '5' date_modified: '2026-08-04' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # CustomBooks™ Reviews **Vendor:** CustomBooks™ **Category:** [Accounting Software](https://www.g2.com/categories/accounting) **Average Rating:** 4.4/5.0 **Total Reviews:** 75 ## About CustomBooks™ CustomBooks™ is a powerful, all-in-one business application for accounting, cloud banking, order management, inventory management, project and time tracking into one cloud-driven platform. Our mission is to provide easy-to-use, no-nonsense, scalable business software for startups, entrepreneurs, and growing companies to manage their finances and day-to-day operations. Our vision for CustomBooks™ is to give you, your employees and business partners easy, secure access to company information from anywhere on the planet —empowering everyone at your company with the information that often makes the difference between gaining new customers and losing them to the competition. ## CustomBooks™ Pros & Cons **What users like:** - Users praise the **accuracy** of CustomBooks™, enabling reliable financial tracking and insightful reporting with ease. (3 reviews) - Users value the **accurate data** provided by CustomBooks™, enhancing financial clarity and improving decision-making efficiency. (3 reviews) - Users appreciate the **reliability and organization** of CustomBooks™, facilitating clear financial oversight and efficient workflows. (2 reviews) - Users find CustomBooks™ **easy to use** , with smooth navigation and quick setup enhancing their overall efficiency. (2 reviews) - Users praise the **easy setup** of CustomBooks™, enabling quick configuration and efficient use from the start. (2 reviews) - Intuitive (2 reviews) - Reliability (2 reviews) - Setup Ease (2 reviews) - Time-saving (2 reviews) - Users love the **affordability** of CustomBooks™, appreciating its intuitive design and comprehensive financial insights. (1 reviews) **What users dislike:** - Users find the **limited customization** in CustomBooks™ restricts their ability to tailor workflows to their needs. (2 reviews) - Users find the **missing features** in CustomBooks™ limit flexibility and hinder workflow customization and usability. (2 reviews) - Users experience **syncing issues** , particularly with delays and the need for real-time updates across devices. (2 reviews) - Users find the **difficult learning** curve challenging due to fixed features that limit workflow customization and adaptability. (1 reviews) - Users find the **lack of mobile support** limiting, wishing for better functionality and access on the go. (1 reviews) - Learning Curve (1 reviews) - Limited Reporting (1 reviews) - Users express concern over **translation issues** , which hinder the functionality and overall satisfaction with CustomBooks™. (1 reviews) - Mobile App Issues (1 reviews) - Users desire an updated **user interface** and improved syncing, as current design hampers overall usability. (1 reviews) ## CustomBooks™ Discussions - [How can i increase the safety protocol placed?](https://www.g2.com/discussions/33870-how-can-i-increase-the-safety-protocol-placed) - 2 comments, 1 upvote - [View CustomBooks™ pricing details and edition comparison](https://www.g2.com/products/custombooks/reviews?page=8§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+10%3A35%3A54+-0500&secure%5Bsession_id%5D=1ead9895-3fc1-4066-a0bc-b3bf2c3382c5&secure%5Btoken%5D=4d14f83b0d0db841745c376ddc63eb0069a3d871c60fd3e0a8051cf6358b92a4&format=llm_user) ## CustomBooks™ Features **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Multichannel inventory management** - Warehouse Inventory Transfer - Multichannel Inventory Syncing - Multi-Warehouse Routing **Order Entry** - Entry - Register - Notifications - Order Entry - Remote Order Entry **Agentic AI - Accounting & Finance** - Autonomous Task Execution **AI Assistant - Accounting** - AI Accounting Assistant **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **3PL inventory management** - Client management - Marketplace connections - 3PL inventory tracking - Returns Management - Order Management - Shipping Management - Discount Management - Fee Management - Consignment Management - Layaway Management - Gift Card Management - Manufacturing Inventory Management - Multi-Channel Management - eCommerce Management - Catalog Management - Retail Inventory Management - Reorder Management - Warehouse Management - Purchase Order Management - Barcode/Label Management - Shop Floor Management - Supplier Management - Inventory Management - Item Management - Pricing Management - Invoice Management - Sales Order Management **Order Tracking** - Shipping - Tracking - Backorder - Discount Management - Order Tracking - Purchase Order Management **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders - Invoice Processing - Purchase Order Management - ACH Payment Processing - Electronic Payments **Inventory Management** - Inventory Tracking - Inventory Costing - Product Master - Inventory Forecasting - Integrations - IoT Integration - Vendor Managed Inventory **Inventory Management** - Stock Levels - Flow Of Goods - Reserving Goods **** - Data Import/Export - Check Printing - Price Optimization - Online Store Builder - Customizable Fields - Categorization/Grouping - Reporting & Statistics - Inventory Optimization - Shopping Cart - Customizable Reports - Sales Reports - Credit Card Processing - AI Copilot - Multi-Location - Mobile App - Generative AI - Automatic Backup - Label Printing - Point of Sale (POS) - Multi-Currency - Self Service Portal - Order Processing - Purchasing & Receiving - SKU/UPC Codes - Billing & Invoicing - Check-in/Check-out - Barcode/Ticket Scanning - Reporting/Analytics - Search/Filter - Collaboration Tools - Backup and Recovery - Data Synchronization - Product Identification - Kitting - Mobile Access - Predictive Analytics - Inventory Control - Inventory Auditing - API - Bill of Materials - Ordering Automation - Inventory Replenishment - Custom Pricing Rules **Customer Management** - Order Status - Information Access - Email Notifications - Mobile Access - Activity Dashboard - Recurring Orders **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 **Subscription Management** - Payment Data - Payment Gateway - Billing - Automatic Payments - Real-Time Data **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards - Financial Reporting - Activity Dashboard **Agentic AI - Order Management** - Adaptive Learning - Natural Language Interaction **** - Multi-Location - Barcode/Ticket Scanning - Customer Database - Product Configurator - Data Import/Export - AI Copilot - Inventory Auditing - Reporting & Statistics - Quotes/Estimates - Customer History - Invoice Creation - Order Fulfillment - Client Portal - Shipping Management - Assignment Management - Workflow Management - Warehouse Management - Multi-Channel Management - Contact Database - Generative AI - Billing & Invoicing - eCommerce Management - Delivery Management - Real-Time Updates - Returns Management - Label Printing - Reporting/Analytics - Search/Filter - Order Management - Catalog Management - Inventory Management - Third-Party Integrations - For eCommerce - Backorder Management - Supplier Management - Batch Processing - Order Routing - Promotion Optimization - API - Multi-Currency - Shipping Labels - Customer Management - Order Processing - Exchange Management - Customizable Branding - Special Order Management - Forecasting - Vendor Management **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 **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Inventory Management Platform Features** - Centralized Inventory Database - Stock History Reporting - Low Stock Notifications - Bundles, Kits, & Variants - Asset Tracking - eCommerce Integrations - Accounting Integrations - Data Exporting / Importing - Customer Database - Activity Dashboard - Transaction History - Budget Tracking - Cost Tracking - Alerts/Notifications - Status Tracking - Demand Forecasting - Customer History - Serial Number Tracking - Status Tracking - Third-Party Integrations - Demand Forecasting - Activity Dashboard - Alerts/Notifications **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Revenue** - Revenue Types - Revenue Allocation **Payroll** - 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 **** - 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 CustomBooks™ Alternatives - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - 4.0/5.0 (3,761 reviews) - 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