Freedom251 › Bookkeeping Software
CustomBooks
by CustomBooks
What CustomBooks is
CustomBooks is cloud accounting software with Android and iOS apps. It provides bank feeds, automated reconciliation, invoice creation, inventory tracking, and accountant access. Cloud Banking connects with more than 15,000 banking and credit card institutions, while the cloud platform is available from anywhere and on any device. Plans include unlimited users and user-defined security roles, and administrators can create roles that limit module access. Options cover invoicing and billing, product inventory, online selling, and enterprise requirements such as a dedicated team or ERP customizations. eCommerce connections include Shopify, Etsy, eBay, WooCommerce, BigCommerce, Squarespace, Square, and Amazon; Cloud Commerce also integrates with ShipStation and Square, and Cloud Payables connects with bill.com. A 30-day trial is available without a credit card. Paid plans start at $29/mo, with annual plans able to save up to 15%. CustomBooks is operated by Yellow Labs Software Inc. in San Francisco.
Who it suits
It suits businesses needing cloud accounting, invoicing, reconciliation, inventory, or accountant access. Mobile users and online sellers can use the listed Android, iOS, banking, and ecommerce connections.
What it does well
- Bank feeds and automated reconciliation
- Unlimited users on all plans
- Custom security roles and module restrictions
- Connects to over 15,000 institutions
- 30-day trial without a credit card
What to know first
- No free plan
- Paid plans start at $29/mo
- Each organization is billed separately
- Some plans have 2 GB storage
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Start-up | billed monthly · Unlimited users · 2 GB document storage | $329 |
| Business | billed monthly · Unlimited users · 2 GB document storage | $109 a month |
| Professional | billed monthly · Unlimited users · 2 GB document storage | $299 a month |
| Professional w/eCommerce | billed monthly · Unlimited users · 2 GB document storage | $4,299 |
| Enterprise | Dedicated team · ERP customizations · Cloud-based solution | On request |
| Business Edition | billed annually | $1,199 a year |
| Professional Edition | billed annually | $3,199 a year |
| Custom Quote | — | On request |
The first 8 of 9 plans, as custombooks.com lists them, read 28 Sept 2026. The maker's own page has the final word. Every plan
Verdict
CustomBooks combines accounting, inventory, ecommerce, payroll, and banking connections with cloud and mobile access. Its plan range covers smaller billing needs through enterprise customizations, while pricing and organization-based billing should be reviewed carefully.
Facts from CustomBooks's own pages
- Accountant access
- Yes · custombooks.com, 22 Sept 2026
- Annual Plan Savings
- Annual plans can save up to 15%. · custombooks.com, 28 Sept 2026
- Automated reconciliation
- Yes · custombooks.com, 22 Sept 2026
- Bank feeds
- Yes · custombooks.com, 22 Sept 2026
- Cloud Access
- The cloud platform provides access from anywhere and on any device. · custombooks.com, 28 Sept 2026
- Company Identity
- CustomBooks is operated by Yellow Labs Software Inc. · custombooks.com, 28 Sept 2026
- Data Backups
- Data is backed up every 15 minutes to another secure data center. · custombooks.com, 28 Sept 2026
- Ecommerce Stores
- The eCommerce plan supports stores including Shopify, Etsy, eBay, WooCommerce, BigCommerce, Squarespace, Square, and Amazon. · custombooks.com, 28 Sept 2026
- Free plan
- No · custombooks.com, 22 Sept 2026
- Free Trial
- The trial lasts 30 days and does not require a credit card. · custombooks.com, 28 Sept 2026
- Headquarters
- San Francisco, California, USA · custombooks.com, 28 Sept 2026
- App Integrations
- Cloud Commerce integrates with ShipStation and Square. · custombooks.com, 28 Sept 2026
- Inventory Tracking
- The inventory module monitors product movements and supports inventory operations. · custombooks.com, 28 Sept 2026
- Invoice creation
- Yes · custombooks.com, 22 Sept 2026
- Mobile platforms
- ios and android · custombooks.com, 22 Sept 2026
- Organization Billing
- Each CustomBooks organization is charged separately; discounts may apply above five Business Edition organizations. · custombooks.com, 28 Sept 2026
- Payables Integration
- Cloud Payables integrates directly with bill.com. · custombooks.com, 28 Sept 2026
- Payroll Runs
- Cloud Payroll provides unlimited monthly payroll runs at one low cost. · custombooks.com, 28 Sept 2026
- Security Compliance
- The US data center is described as compliant with SOC II and other organizations. · custombooks.com, 28 Sept 2026
- Paid from
- 29 · custombooks.com, 22 Sept 2026
- Support Channels
- Support is available by chat, phone, email, and scheduled Zoom chat. · custombooks.com, 28 Sept 2026
- Bank Connections
- Cloud Banking connects to more than 15,000 banking and credit card institutions. · custombooks.com, 28 Sept 2026
- Holiday Support
- Support is open all holidays except Christmas and New Year's Day. · custombooks.com, 28 Sept 2026
- Support Hours
- Support runs Monday through Friday across Pacific, Mountain, Central, and Eastern times. · custombooks.com, 28 Sept 2026
Where CustomBooks stands on Freedom251
- Bookkeeping Software#41 of 75