Name: Bokio
Author: Bokio

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

School Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Risk Management

Enterprise

Accounting

Accounts Receivable

Budgeting and Forecasting

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Build Automation

Cloud Storage

Data Fabric

Email Verification

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

IoT Security

Network Performance Monitoring

Network Simulation

Network Traffic Analysis (NTA)

Output Management

Platform-as-a-Service (PaaS)

SOA Application Gateways

Software Components

Software-Defined WAN

Web Content Filtering

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Blogging

Content Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Mobile Analytics

Product Sampling

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Video

Video Editing

Web Analytics

Website Builder

Marketing

Job Site Management

Project Management

Waste Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Security Orchestration, Automation and Response (SOAR)

Security

Architecture

Last Mile Delivery

Legal Case Management

Nonprofit CRM

Physical Therapy

Roofing

Vertical-Specific

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Bokio is an all-in-one accounting software designed by Bokio Group AB to simplify bookkeeping, invoicing, expenses, and tax compliance for small businesses and self-employed individuals. According to the vendor, Bokio offers fast and simple bookkeeping features that automate the recording and categorization of bank transactions, making it easier to reconcile statements and maintain up-to-date books. This software solution is aimed at various professions and industries, including freelancers, consultants, retailers, restaurants and cafes, and service-based businesses, providing them with the necessary tools to efficiently manage their finances.

## Key Features

**Bookkeeping, Fast and simple**: According to the vendor, Bokio allows users to record transactions from their bank and generate reports using the automated software. The vendor claims that the software automates the bookkeeping process through step-by-step smart accounting templates, enabling users to import and categorize bank transactions with just a few clicks. Additionally, Bokio is said to facilitate easy reconciliation of bank statements, ensuring that books are kept up to date.

**Run your business**: The vendor states that Bokio enables users to create and send professional invoices on the go, while also providing the ability to track and manage invoices and payments. According to the vendor, Bokio generates automated reports that offer insights into business finances, allowing users to gain a better understanding of their financial situation. The software also allows users to manage their expenses and record them in their accounting.

**Bokio for accountants**: According to the vendor, Bokio offers collaboration features that allow users to give their accountants access to their Bokio account. This enables users to share financial data and reports with their accountants, making tax filing easier. The vendor claims that these collaboration features streamline communication and improve efficiency when working with accountants.

**Pricing**: Bokio provides users with the flexibility to choose from different pricing plans that suit their business needs, according to the vendor. The vendor states that all features are accessible in the all-in-one solution and users can choose to pay monthly or annually, depending on their preference.

**Login**: Bokio allows users to securely log into their accounts using their credentials, according to the vendor. Users can access their financial data and reports from anywhere and at any time.

**Create Account**: The vendor claims that signing up for a Bokio account is a simple process that involves providing business details and setting up the account in a few steps. According to the vendor, this allows users to enjoy the benefits of automated bookkeeping, invoicing, and more.

**Take control of your accounting**: According to the vendor, Bokio offers features that automate VAT Return submission for Making Tax Digital compliance. The software also allows users to manage fixed assets and record depreciation over time. Additionally, Bokio enables users to run payroll for directors and record payroll transactions. The vendor states that users can invite unlimited users to collaborate within their company, such as employees and colleagues. Furthermore, the vendor claims that Bokio provides support from its customer support team to address any questions or issues that users may have.

**Automatic reports**: Bokio generates up-to-date accounting reports, including Ledger, Balance, Profit and Loss, Invoicing, and VAT Returns, according to the vendor. The vendor claims that these reports are generated automatically, saving time and effort. The reports are designed to help users take control of their finances and make informed decisions.

**Manage fixed assets**: According to the vendor, Bokio allows users to register and record fixed assets that are depreciated over time. This feature provides a convenient way to keep track of assets and their value, ensuring accurate recording in the accounting system.

**Directors payroll**: The vendor states that Bokio offers a modern payslip template for directors' payroll. The software automatically records payroll transactions and facilitates easy withdrawal of money from the business. According to the vendor, this feature simplifies the process of managing payroll for directors.

QuickBooks Online is a SaaS version of the QuickBooks product. It contains all of the features found in the local version. Higher-priced plans include greater automation, payment management, inventory and time tracking, and analytics features.

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1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Bokio

Overview

What is Bokio?