CustomBooks review
Broad accounting, inventory, and commerce coverage with paid plans from $29 monthly.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
CustomBooks pros and cons
- 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
CustomBooks fact sheet, pricing and score →
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