---
title: OurBooks Reviews
meta_title: 'OurBooks Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how OurBooks works for a business like yours.
date_modified: '2026-07-31'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# OurBooks Reviews
**Vendor:** OurBooks  
**Category:** [Accounting Software](https://www.g2.com/categories/accounting)
## About OurBooks
OurBooks is double-entry accounting software for people who run more than one business. Most cloud accounting products bill per company. Own four entities and you buy four subscriptions. OurBooks doesn't work that way: one subscription covers multiple companies, each with its own fully isolated books, chart of accounts, and reporting. Switch between them in a click, without logging out or paying again. That makes it a natural destination for owners leaving QuickBooks Desktop — the last mainstream product that kept unlimited companies on a single license. A guided migration checklist walks you through moving your existing books across, and you can run OurBooks alongside your current file until you're confident in the numbers. What's included: a full double-entry general ledger with journal entries and audit trail; invoicing, quotes, and customer statements; bills, purchase orders, and supplier payments; bank reconciliation with CSV import and connected bank feeds; recurring invoices, bills, and journal entries; check printing; multi-currency; period closing and locked periods; AI-assisted transaction categorization; and a complete financial report suite — P&L, balance sheet, trial balance, cash flow, AR and AP aging — with custom layouts, scheduled email delivery, and PDF export. Accountant licenses are included on every plan so your CPA works in the same books you do. Every plan starts with a 30-day free trial. No credit card required.






- [View OurBooks pricing details and edition comparison](https://www.g2.com/products/ourbooks/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-16+22%3A29%3A11+-0500&secure%5Bsession_id%5D=839d4443-35ee-4d63-8e3b-82f6fc9e5d67&secure%5Btoken%5D=139f91ab8208fafd45e3b136cbd893f6431f382293112ef57bef7e4f77dd89e6&format=llm_user)

## OurBooks 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

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