CustomBooks
CustomBooks is cloud accounting software with Android and iOS apps.
What CustomBooks is
CustomBooks is cloud accounting software with Android and iOS apps. Listed functions include bank feeds, automated reconciliation, invoice creation, inventory tracking, and accountant access. Cloud Banking connects to more than 15,000 banking and credit-card institutions, while the cloud platform is available from anywhere and on any device. Every plan includes unlimited users and user-defined security roles; administrators can create custom roles and restrict module access. Cloud Commerce integrates with ShipStation and Square, and Cloud Payables connects directly to bill.com. The eCommerce plan supports Shopify, Etsy, eBay, WooCommerce, BigCommerce, Squarespace, Square, and Amazon stores. Cloud Payroll provides unlimited monthly payroll runs. Data is backed up every 15 minutes to another secure data center, and the US data center is described as compliant with SOC II and other organizations. Support is offered by chat, phone, email, and scheduled Zoom chat during weekday coverage across US time zones, with holidays generally included. CustomBooks is operated by Yellow Labs Software Inc. in San Francisco.
Good
- Android and iOS mobile apps
- Connects to over 15,000 institutions
- Unlimited users on every plan
- Supports extensive eCommerce store integrations
- Backs up data every 15 minutes
Watch out
- No free plan
- Each organization is billed separately
Who it suits
CustomBooks suits businesses needing cloud accounting, mobile access, banking connections, invoicing, or inventory tracking. Online sellers can use its eCommerce connections, while organizations can create customized user roles.
Verdict
CustomBooks covers core accounting, mobile access, banking, inventory, commerce, payables, and payroll needs. Its unlimited-user model and broad integrations are balanced by paid plans and organization-specific billing.
Plans and prices
From CustomBooks's own pricing page, checked 28 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Start-up | $329 | Annual plan · Unlimited users · 2 GB document storage · billed monthly |
| Business | $109 a month | Unlimited users · 2 GB document storage · billed monthly |
| Professional | $299 a month | Unlimited users · 2 GB document storage · billed monthly |
| Professional w/eCommerce | $4,299 | For online sellers that need to track inventory · Unlimited users · 2 GB document storage · billed monthly |
| Enterprise | — | Dedicated team · ERP customizations · Cloud-based solution |
| Business Edition | $1,199 a year | For businesses with invoicing and billing needs · billed annually |
| Professional Edition | $3,199 a year | For businesses that sell products and need inventory · billed annually |
| Free Trial | Free | 30 days; no credit card needed |
| Custom Quote | Priced on request | Tailored to the business's needs |
The facts
Each one read from CustomBooks's own pages, with the date it was checked.
What it does
- Accountant access
- Yeschecked 22 Sep 2026
- Automated reconciliation
- Yeschecked 22 Sep 2026
- Bank Connections
- Cloud Banking connects to more than 15,000 banking and credit card institutions.checked 28 Sep 2026
- Bank feeds
- Yeschecked 22 Sep 2026
- Cloud Access
- The cloud platform provides access from anywhere and on any device.checked 28 Sep 2026
- Data Backups
- Data is backed up every 15 minutes to another secure data center.checked 28 Sep 2026
- Ecommerce Stores
- The eCommerce plan supports stores including Shopify, Etsy, eBay, WooCommerce, BigCommerce, Squarespace, Square, and Amazon.checked 28 Sep 2026
- Holiday Support
- Support is open all holidays except Christmas and New Year's Day.checked 28 Sep 2026
- Inventory tracking
- Yeschecked 22 Sep 2026
- Inventory Tracking
- The inventory module monitors product movements and supports inventory operations.checked 28 Sep 2026
- Invoice creation
- Yeschecked 22 Sep 2026
- Paid from
- 29checked 22 Sep 2026
- Payables Integration
- Cloud Payables integrates directly with bill.com.checked 28 Sep 2026
- Payroll Runs
- Cloud Payroll provides unlimited monthly payroll runs at one low cost.checked 28 Sep 2026
- Security Compliance
- The US data center is described as compliant with SOC II and other organizations.checked 28 Sep 2026
- Support Channels
- Support is available by chat, phone, email, and scheduled Zoom chat.checked 28 Sep 2026
Money
- Annual Plan Savings
- Annual plans can save up to 15%.checked 28 Sep 2026
- Free plan
- Nochecked 22 Sep 2026
- Free Trial
- The trial lasts 30 days and does not require a credit card.checked 28 Sep 2026
- Organization Billing
- Each CustomBooks organization is charged separately; discounts may apply above five Business Edition organizations.checked 28 Sep 2026
Where it runs
- App Integrations
- Cloud Commerce integrates with ShipStation and Square.checked 28 Sep 2026
- Mobile platforms
- ios and androidchecked 22 Sep 2026
The company
- Company Identity
- CustomBooks is operated by Yellow Labs Software Inc.checked 28 Sep 2026
- Headquarters
- San Francisco, California, USAchecked 28 Sep 2026
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