Every night Cheqbook securely connects to your bank and credit card companies, downloads your transactions, and then categorizes them for you. Now you can run your company, manage your personal finances, or track expense reporting automatically.


Why Cheqbook is the best yet

Auto-categorizing is a great time saver, but it needs supervision. Cheqbook finally makes it easy with color coding. From Red to Green each transaction is rated for accuracy so you can quickly focus on those that need your attention. You can even see an overall score.


Automatic Bank Sync

Sync your bank account with Cheqbook and never enter transactions again. Every minute you spend entering data into your accounting system is a minute you’re not spending on your business. That’s where Cheqbook comes in — we link with your bank and download your transactions daily, giving you accurate, real-time books without the hassle. Learn More

Secure & Private

Your data is safe with us. We manage the strong encryption, availability, redundancy, off-site backups, third-party audits, and best practices. You won’t lose your data again. Learn More

Make Your Accountants Happy

Everything your accountant or bookkeeper needs, including free training!  Invite them, and we’ll do the rest. Learn More

Complete Accounting

Complete small business accounting software, in the cloud. General Ledger, AP, AR, Balance Sheet, Reporting, Cash or Accrual AND Manage Personal Expenses in one easy package. Learn More

Expense Reporting

Just want to manage your expense reports?  Adapts quickly and easily. Learn More

Personal Financial Management

Don’t have a company?  Doesn’t matter – add your personal bank, brokerage, and credit accounts and manage your own finances easily. Learn More

Customer Invoicing

Create invoices, calculate sales taxes, apply payments, and print or email your customers. Connect effortlessly with your customers and clients with unlimited invoices. Instantly receive online payments via PayPal or Stripe. Create customer lists, easily manage invoices and e-mail them for free, or use our print and mail service. Learn More    

Easy Bill Pay

Cheqbook helps you control cash flow with less hassle. Manage payee lists, check payment history w, view the status of payments in real time, print checks, print 1099’s, and run payables agings. And with our unique blue-mapping system, you can help us better understand your payment habits and automatically categorize transactions with greater accuracy. The more you use us, the smarter we get. Learn More

How to Get Started

Whether your just starting your business or have been around for years, you can transition to Cheqbook in a few easy steps.   Get Started  

Free Training

Learn how to use Cheqbook with our live and recorded webinars.  Continuing Professional Education certification is available for accounting professionals as well.   Learn More