CustomBooks
CustomBooks: Broad accounting, inventory, and commerce coverage with paid plans from $29 monthly. Ranked #19 of 74 in Bookkeeping Software by our editors (7.5/10); pricing: 30-day trial; best for growing businesses needing broad operational accounting.
At a glance
- Editor score7.5 / 10
- Pricing30-day trial
- Best forGrowing businesses needing broad operational accounting
- Free planNo
- Paid from$329/yr
- Bank feedsYes
- Facts checked22 Sep 2026
Where it wins
- Automatic bank feeds, transaction matching, and reconciliation
- Unlimited users with user-defined security roles
- Accounting, inventory, projects, reports, and mobile dashboards
Where it doesn't
- No free plan; access starts with a paid subscription
- Advanced inventory and commerce capabilities require higher tiers
- Its broad scope may exceed the needs of simple bookkeeping users
Our verdict on CustomBooks
CustomBooks is cloud-based accounting and inventory software for entrepreneurs, small businesses, mid-sized companies, accountants, and bookkeepers. It combines general accounting, bank feeds, transaction matching, invoicing, purchasing, inventory management, project and time tracking, reporting, payroll options, and ecommerce integrations. Web, iOS, and Android access support teams that need financial monitoring across platforms, while unlimited users and user-defined security roles suit growing organizations.
Pricing is tiered around business complexity. The Start-up plan costs $29 per month or $329 per year and includes unlimited users and 2 GB of document storage. Business costs $109 per month or $1,199 per year, adding invoicing and billing alongside unlimited users and 2 GB of storage. Professional costs $299 per month or $3,199 per year and adds inventory management. Professional w/eCommerce costs $399 per month or $4,299 per year, combining inventory management with Cloud Commerce and unlimited users. A 30-day trial is available, and there is no free plan.
The platform fits businesses that need more than ledger management: its feature set covers customer invoices, quotes, sales orders, cash receipts, purchase orders, bills, bill payments, item receipts, project tracking, audit logs, and universal reporting. Integrations include ShipStation, Square, bill.com, Stripe, Gusto, Paya, Avalara, Zapier, Tax1099.com, Zoho CRM, ADP Import, and SurePayroll Import. Cloud deployment, mobile dashboards, email, chat, phone, and documentation support a distributed operating model, while SOC 2 and two-factor authentication provide stated security signals. Choose CustomBooks when accounting needs extend into inventory, purchasing, projects, or ecommerce; a narrower bookkeeping tool may be a better fit for simpler requirements.
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CustomBooks pricing
All 5 CustomBooks plans and prices →
CustomBooks fact sheet
| Free plan | No |
|---|---|
| Paid from | $329/yr |
| Bank feeds | Yes |
| Automated reconciliation | Yes |
| Invoice creation | Yes |
| Receipt capture | Not verified |
| Inventory tracking | Yes |
| Accountant access | Yes |
| Mobile platforms | Ios and android |
| Free trial | 30 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, 2FA |
| Support | Email, Live chat, Phone, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 100+ integrations: ShipStation, Square, bill.com, Stripe, Gusto, Paya … See all → |
| Pricing | 30-day trial (source) |
| Website | custombooks.com |
| Facts checked | 22 Sep 2026 |
CustomBooks integrations
CustomBooks lists 100+ integrations on its own site — the 12 named here are the ones its pages call out.
- ShipStation
- Square
- bill.com
- Stripe
- Gusto
- Paya
- Avalara
- Zapier
- Tax1099.com
- Zoho CRM
- ADP Import
- SurePayroll Import
See all CustomBooks integrations →
Alternatives to CustomBooks
- Zoho BooksA broad bookkeeping suite with a capable free plan and scalable paid tiers.9.4
- Xero BillsA paid bookkeeping platform with strong bill management, reconciliation, and payment tools.9.3
- QuickBooks Desktop EnterpriseA Windows-based accounting suite built for inventory-heavy, multi-company operations.9.2
See all CustomBooks alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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