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AlignBooks

AlignBooks

Overview

What is AlignBooks?

AlignBooks, developed by AISPL, is a cloud-based accounting software aimed at streamlining financial management for small to medium-sized businesses. According to the vendor, AlignBooks offers a range of features to cater to the needs of accountants, bookkeepers, small business owners, retailers, and...

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Recent Reviews

TrustRadius Insights

AlignBooks has become an indispensable tool for users in various industries due to its exceptional features and capabilities. Users have …
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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is AlignBooks?

AlignBooks, developed by AISPL, is a cloud-based accounting software aimed at streamlining financial management for small to medium-sized businesses. According to the vendor, AlignBooks offers a range of features to cater to the needs of accountants, bookkeepers, small business owners, retailers, and manufacturers. The software allows users to track income and expenses, manage inventory, generate financial statements, and ensure compliance with tax regulations.

Key Features

User Access & Privileges: According to the vendor, AlignBooks provides user-based rights and access management for different companies, modules, dashboards, and data. The software also offers two-factor authentication through OTP for enhanced security.

Multi Currency: AlignBooks allows users to conduct international transactions with user-defined or automatic conversion rates for all documents. The vendor claims that users can monitor currency gains/losses in real-time.

Multi Location: The software enables users to operate multiple locations within a single company. Users can access location-wise or consolidated reports and restrict user visibility to specific location data, as per the vendor.

DashBoards & MIS (Management Information System): AlignBooks offers intuitive real-time dashboards and reports to provide users with a holistic view of their company's performance. According to the vendor, users can analyze data to optimize sales, inventory management, and expense control.

Email/SMS Notifications: AlignBooks allows users to configure custom email or SMS alerts for every transaction. The vendor claims that users can automatically send invoice details to customers through emails and SMSs.

Approvals: According to the vendor, AlignBooks enables users to maintain an approval hierarchy for all documents based on value. The software provides approvals with a maker & checker system, allowing users to keep a close watch on business operations even while on the go.

Mobile & Desktop: AlignBooks offers a mobile application that allows users to handle various business requirements on the go. Users can perform billing, purchase, inventory management, finance, and more, according to the vendor.

Complete Accounting: AlignBooks provides comprehensive accounting features to manage all financial transactions. Users can track income, expenses, assets, liabilities, and generate financial statements, as claimed by the vendor.

GST & Compliance: According to the vendor, AlignBooks ensures compliance with Goods and Services Tax (GST) regulations. The software allows users to generate GST invoices, manage GST returns, and reconcile data with GSTN.

Advance Inventory: AlignBooks offers advanced inventory management capabilities to track stock levels, sales, and purchases. Users can set reorder points, manage batches and serial numbers, and perform stock audits, according to the vendor.

AlignBooks Features

  • Supported: Inventory Management
  • Supported: Multi-Currency
  • Supported: Tax Management
  • Supported: Bank Reconciliation
  • Supported: Billing & Invoicing
  • Supported: Expense Tracking
  • Supported: General Ledger
  • Supported: Accounts Payable
  • Supported: Accounts Receivable
  • Supported: Financial Reporting
  • Supported: Purchase Order Management
  • Supported: Payroll Management
  • Supported: Project Accounting
  • Supported: Budgeting/Forecasting
  • Supported: CPA Firms
  • Supported: Financial Management
  • Supported: Fixed Asset Management
  • Supported: CRM
  • Supported: Enterprise Asset Management
  • Supported: HR Management
  • Supported: Order Management
  • Supported: Reporting/Analytics
  • Supported: Supply Chain Management
  • Supported: Third Party Integrations
  • Supported: Barcode/Ticket Scanning
  • Supported: Mobile Access
  • Supported: Multi-Location
  • Supported: Supplier Management
  • Supported: Warehouse Management

AlignBooks Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based, Mac, Windows, Android, iPhone
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

AlignBooks has become an indispensable tool for users in various industries due to its exceptional features and capabilities. Users have found it effortless, accurate, and worry-free for their day-to-day accounting and auditing needs. The software allows for the creation of separate login credentials for auditors, enabling them to view transactions temporarily and make necessary amendments. This feature has proven to be incredibly helpful, as it ensures transparency and facilitates smooth collaboration between auditors and businesses.

One key use case that has received high praise is the software's ability to solve problems related to inventory and vendor management. With AlignBooks, users can easily track purchases and billings, automate processes, and experience overall growth. Additionally, AlignBooks has been particularly useful for GST purposes. It provides real-time data and helps maintain productivity, leading to business growth in less time.

Furthermore, AlignBooks empowers users to manage small-scale data without relying on an accountant. This improves efficiency while reducing costs. The software's improved customer support compared to previous solutions has also been commended by users. AlignBooks provides reliable solutions to accounting records and overall sales management.

Moreover, AlignBooks serves as a comprehensive billing software that relieves users of worries related to accounts, invoices, and transactions. It offers features such as bank reconciliation, customer estimates and invoices, project expenses tracking, and stock and pricing listings.

In summary, AlignBooks has proven its value through a range of use cases including day-to-day accounting and auditing needs, inventory and vendor management solutions, GST compliance support, efficient small-scale data management, improved customer support, and comprehensive billing capabilities.

Good value for money: Users have found AlignBooks to be a cost-effective solution for their accounting needs. Several reviewers have mentioned that the software provides a good value for its price, making it an attractive option for small to medium businesses.

Excellent cloud version: The cloud version of AlignBooks has received high praise from users. Many reviewers have appreciated how effortless, accurate, and worry-free the day-to-day business transactions and accounting become with this feature.

Responsive support team: Users have been impressed with the responsiveness and friendliness of AlignBooks' support team. According to multiple reviews, the support team promptly resolves issues, ensuring that customers receive timely assistance when needed.

Poor Customer Support: Some users have expressed frustration with the customer support of AlignBooks, stating that they have experienced unprofessional and unskilled service.

Complicated User Interface: Several reviewers have mentioned that the user interface of AlignBooks needs improvement as it can be complicated, especially for those who are new to accounting software.

Frequent Software Issues: Many users have reported encountering frequent software issues with AlignBooks, such as system downtime every day after 4 pm and buffering problems.

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