---
title: omniBooks Reviews
meta_title: 'omniBooks Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how omniBooks works for a business like yours.
aggregate_rating:
  rating_value: 4.0
  review_count: 1
  scale: '5'
date_modified: '2025-05-17'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# omniBooks Reviews
**Vendor:** Omnibasis Inc.  
**Category:** [Accounting Software](https://www.g2.com/categories/accounting)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 1
## About omniBooks
The all-in-one cloud financial and accounting software with no monthly fees. Discover comprehensive set of tools to organize your finances, track payables, and manage bills and expenses. Grow and track your business with omniBooks. omniBooks is Omnibasis&#39;s enterprise software as a service that enables businesses and professionals, large and small, to track and organize your business finances so you can focus on the company growth. Using omniBooks, we enable businesses with the technology and tools to deploy cloud-based business accounting application with rich feature set that includes multiple currencies, external and internal accounts management, and transaction management without the costs and challenges associated with building and maintaining their own infrastructure. Unleash the power and capabilities of a cloud-based online accounting software for all your business finance management needs with Omnibasis. omniBooks is online ledger software and your accounting software that focuses on recording financial transactions and keeping track of account balances with key features of online ledger software. Chart of Accounts omniBooks ledger software includes a chart of accounts, which is a list of all the accounts used to record financial transactions, such as cash, accounts receivable, and accounts payable, and others in multiple currencies. General Ledger omniBooks online ledger software includes a general ledger, which is the central repository for all financial transactions. The general ledger allows businesses to track account balances and monitor financial performance. Journal Entries omniBooks ledger software allows users to create journal entries to record financial transactions. Journal entries include information such as the account(s) involved, the date of the transaction, and the amount with easy to use double-entry accounting. Reconciliations omniBooks online ledger software includes a reconciliation feature, which allows businesses to reconcile their accounts with bank statements to ensure accuracy. Reporting omniBooks ledger software includes reporting features that allow businesses to generate financial reports, such as balance sheets and income statements, to track financial performance. Invoicing With omniBooks create and send professional-looking invoices to customers with automatic payment reminders and payment processing. Expense Tracking Use omniBooks to keep track of expenses and enter and categorize expenses, as well as upload receipts for documentation. Inventory Management Easy to track your inventory levels and receive notifications when inventory is low. Security omniBooks online ledger software is secure, with data encrypted and stored in secure data centers. Access to the features are controlled through usernames and passwords, two factor authentication and IP security. Integrations omniBooks ledger software is integrated with other business software applications provided by Omnibasis, such as payment processing and billing and invoicing software, to streamline business operations. omniBooks is an integrated all-in-one online accounting software that offers features such as invoicing, expense tracking, and inventory management. It also integrates with many other business software applications offered by Omnibasis, such as CRM and project management tools. Start with omniBooks FREE today.




## omniBooks Reviews
  ### 1. Need for business and finance management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Radha G. | Customer Service Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 30, 2023

**What do you like best about omniBooks?**

Inventory Management
Invoicing
Expense Tracker
Bank Reconciliation

**What do you dislike about omniBooks?**

I didn't find any dislike...
It's affordable also

**What problems is omniBooks solving and how is that benefiting you?**

Tracks my all expenses



- [View omniBooks pricing details and edition comparison](https://www.g2.com/products/omnibooks/reviews?open_modal_url=%2Fproducts%2Fomnibooks%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fomnibooks%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-13+08%3A47%3A30+-0500&secure%5Bsession_id%5D=26da934c-cdb3-4b07-85a3-73c7a7dd80d5&secure%5Btoken%5D=eca678a11ad5c768bd120791c95a77b204feb052d988a605d963e3055f7957e2&format=llm_user)

## omniBooks Features
**Expense Reports**
- Ease of Creating Expense Reports
- Bank / Credit Card Integration
- Smart Categorization
- Digital Receipt Management
- Employee Reimbursement
- Currency Conversions
- Corporate Card
- Credit Card Management

**General Ledger**
- Journal Entries
- Tags / Dimensions
- Audit Trail

**Multichannel inventory management**
- Warehouse Inventory Transfer
- Multichannel Inventory Syncing
- Multi-Warehouse Routing

**Bill Generation**
- Templates
- Digital Billing
- Recurring Billing
- Hourly Billing
- Contingency Billing
- Project Billing
- Multi-Period Recurring Billing
- Recurring/Subscription Billing
- Deferred Billing

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

**Agentic AI - Expense Management**
- Autonomous Task Execution
- Cross-system Integration

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

**Travel Management**
- Ease of Booking
- Itinerary Management
- Trip Notifications
- Advanced Integrations
- Online Booking
- Credit Card Management
- Booking Management
- User Management
- Restriction Management
- Reservations Management
- Reimbursement Management
- Vendor Management
- Travel Management
- Promotions Management
- Workflow Management
- Receipt Management
- Supplier Management
- Compliance Management
- Policy Management
- Invoice Management
- Real-Time Notifications
- Third-Party Integrations
- Timesheet Management
- Invoice Management
- Reimbursement Management
- Real-Time Notifications

**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

**Bill Processing**
- Consolidation
- Batch Invoicing
- Management
- Compliance Management
- Purchase Order Management
- Document Management
- Email Management
- Client Management
- Dunning Management
- Master Data Management
- Refund Management
- Discount Management
- Sales Tax Management
- Subscription Management
- Recurring Invoicing
- Billing & Invoicing

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

**Inventory Management**
- Inventory Tracking
- Inventory Costing
- Product Master
- Inventory Forecasting
- Integrations
- IoT Integration
- Vendor Managed Inventory

**Integration**
- Accounting
- Payments
- ERP
- Mobile Payments
- CRM

**Additional Functionality**
- 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

**Client Invoicing**
- Invoice Creation and Delivery
- Electronic Payments
- Project Accounting / Revenue Recognition
- Biometric Recognition
- Optical Character Recognition

**Agentic AI - Billing**
- Autonomous Task Execution

**Generative AI - Expense Management**
- Image-to-Text
- Text Generation
- Text Summarization

**Additional Functionality**
- File Encryption
- Reporting & Statistics
- Alerts/Notifications
- Contact Database
- Third-Party Integrations
- AI Copilot
- File Sharing
- Purchasing & Receiving
- Multi-Language
- Activity Dashboard
- Customizable Invoices
- Real-Time Reporting
- Credit Card Processing
- Quotes/Estimates
- Fraud Detection
- Real-Time Data
- Generative AI
- Dynamic Pricing
- Credit Note
- Duplicate Detection
- Invoice History
- Reminders
- Billing Portal
- Accounting Integration
- Backup and Recovery
- Customizable Branding
- Bulk Send
- Invoice Creation
- Time & Expense Tracking
- API
- Customizable Reports
- Projections
- Multi-Currency
- Event Logs
- Invoice Processing
- Automated Receipt Matching
- Tax Calculation
- Payment Processing
- Data Import/Export
- Real-Time Analytics
- Client Portal
- Email Reminders
- Mobile Access
- Bank Reconciliation
- Transaction History
- Customer Accounts
- Customizable Fields
- PCI Compliance
- Audit Trail
- Multiple Payment Options
- Self Service Portal
- ACH Payment Processing
- Third-Party Integration
- Payment Tracking
- Batch Processing
- Approval Workflow
- For Small Businesses
- Tax Compliance
- Workflow Automation

**Additional Functionality**
- Audit Trail
- Secure Data Storage
- AI Copilot
- Approval Process Control
- Data Import/Export
- Duplicate Detection
- Expense Claims
- Budgeting/Forecasting
- Customizable Fields
- Spend Control
- Customizable Templates
- Access Controls/Permissions
- Reporting & Statistics
- Automated Receipt Matching
- Mobile Receipt Upload
- Billable & Non-Billable Hours
- Financial Analysis
- Categorization/Grouping
- Single Sign On
- Activity Dashboard

**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

**Mobile**
- Receipt Capture
- Mileage Tracking
- Travel Itinerary and Flight Status Updates
- Expense Tracking
- Real-Time Updates

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

**Platform**
- Embedded AI / Machine Learning
- Complex Approval Workflow
- Generative AI

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

**Administration**
- PCI Regulation Compliant

**Administration**
- Business Tool Integration
- Workflow
- Automated Reminders
- Policy Compliance Management
- User, Role, and Access Management
- Timesheet Management
- Payroll Management
- Employee Management
- Invoice Management
- Calendar Management
- Workflow Management
- Task Management
- Mobile Access
- Mobile Access
- Workflow Management
- Compliance Management

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

**Platform**
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support
- Accounting Integration
- QuickBooks Integration
- Real-Time Reporting
- Third-Party Integrations
- Payroll Integration
- Accounting Integration

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

**Inventory Management Platform Features**
- Centralized Inventory Database
- Inventory Level Dashboards
- Stock History Reporting
- Low Stock Notifications
- Bundles, Kits, & Variants
- Asset Tracking
- Inventory Forecasting
- 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
- 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

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