Bookkeep review

Bookkeep automates accounting workflows for Shopify businesses. It pulls sales data from Shopify and other supported channels, then posts daily, accrual-based journal summaries to an accounting system. It also handles deposit reconciliation and, on eligible plans or services, sales tax, payout splitting and revenue recognition.

This is an accounting automation layer, not a replacement for your accounting system: the Lite plan lists posting to QuickBooks Online, Xero or Zoho Books, while Growth adds NetSuite, Sage Intacct and Intuit Enterprise Suite. Bookkeep supports ecommerce, retail, multi-channel, multi-entity and franchise operations. Its revenue recognition feature records Shopify sales at fulfillment, but that feature is listed with Advanced rather than every plan.

The pricing page lists six plans, billed per entity per month. Monthly prices start at $19 for Lite; annual prepayment lowers that to $15.83 per month. There is no free plan, but Bookkeep lists a 14-day free trial.

Bookkeep is aimed at the bookkeeping work that gets awkward as Shopify operations spread across stores, channels or entities. Daily accrual-based journal summaries can reduce manual sales-entry work, while deposit reconciliation helps match payouts to the general ledger. The pricing page also lists sales tax filing across all 50 U.S. states and fulfillment-based revenue recognition for Shopify on Advanced.

The higher tiers add functions that matter to more complex operations:

• Advanced includes managed cost of goods sold for Amazon, Shopify and Walmart, plus Shopify payout splitting by location.
• Unlimited adds unlimited sales channels, BOPIS journal entries and reporting, and journal exports for additional accounting systems.
• Payout splitting can route Shopify payouts by store, franchisee or sales channel; fund transfers can direct money to the right bank accounts, including franchisee and gift card transfers.

There is a reasonably clear route up the plan ladder: Lite covers one sales channel and core accounting integrations, while Growth adds several named accounting systems and inter-app mapping. Starter adds manual journal editing and tax-rate mapping, with live chat support listed at same-day response. That makes Bookkeep worth considering when the goal is to automate ecommerce books rather than replace a general-purpose accounting package.

The per-entity price can add up quickly for multi-entity businesses: the listed monthly rates are per entity, not a single account-wide fee. Lite and Starter each map one sales channel. Pro is capped at five segmented sales channels and is described for businesses with up to $5 million in annual revenue; unlimited channels require the $1,199-per-entity monthly Unlimited plan, or $999.17 per month with annual prepayment.

Several useful functions bring extra charges or plan restrictions. Payout splitting requires Pro or higher and costs $3.99 per transfer, with a $100 monthly minimum. Sales tax filing is listed at $75 per filing, with the first filing free on Pro; managed sales tax service requires enrollment. Advanced Reporting costs $99 per month, and historical journal entries cost $0.35 each. An additional implementation fee applies, but its amount is not published on the vendor's site.

Annual pricing requires prepayment for two months free, and annual billing is unavailable through Shopify. The 14-day trial may help evaluate fit, but the pricing details do not specify a free plan or a published implementation fee.

Bookkeep starts at $19 per entity/month on monthly billing, or $15.83 per entity/month with annual prepayment. Annual plans include two months free, but annual billing is unavailable through Shopify. A 14-day free trial is listed; there is no free plan.

The monthly tiers are Lite at $19, Starter at $49, Growth at $99, Pro at $199, Advanced at $499 and Unlimited at $1,199 per entity. The steepest jump is from Pro to Advanced: $300 more per entity/month, adding managed COGS, payout splitting and fulfillment-based revenue recognition. Unlimited adds unlimited sales channels, but costs $700 more than Advanced.

Budget for extras: sales tax filing is $75 per filing, with the first filing free on Pro; payout splitting costs $3.99 per transfer with a $100 monthly minimum and requires Pro or higher. Advanced Reporting is $99/month, historical journal entries are $0.35 each, and implementation has an additional fee whose amount varies. Count entities and add-ons before comparing totals.

The published material does not specify migration steps, setup timelines or data-export options, so we would confirm those before switching. Bookkeep maps sales channels to accounting systems and posts daily accrual-based journal summaries; moving means checking that each channel, entity and accounting integration is configured for the way you close the books. Growth and above include a dedicated onboarding and mapping session, while Lite lists email support and Starter adds live chat.

Check historical data separately: Bookkeep lists historical journal entries at $0.35 each, but that does not establish what a full migration or export includes. Unlimited lists journal entry exports for additional accounting systems. Ask Bookkeep what can be exported, in what format, and whether fees apply if you leave. The published material includes no Reddit reports or customer exit reasons, so we can’t substantiate claims about why users leave. Before switching, get written answers on data access, cancellation and any remaining implementation charges.