CustomBooks™ is a cloud‑based platform that unifies accounting, inventory management, and payroll into a single customizable system.
Funding
Funding not disclosed
Founders
Product
Problem
Businesses often need to manage accounting, inventory, and payroll together, but most software solutions handle these functions separately, leading to data silos, manual data entry, and inefficient workflows.
Solution
CustomBooks offers a cloud‑based platform that unifies accounting, inventory management, and payroll into a single customizable system. Users can tailor workflows, define security roles, and integrate data across modules to maintain a single source of truth. The platform includes features such as automated accounts payable, bank reconciliation with suggested matching, true inventory tracking with landed‑cost calculations, and quote‑to‑order sales processing. Unlimited users are supported, and the solution scales from service‑oriented businesses to product‑based and e‑commerce operations. Professional services—including on‑hour support, live or on‑site training, and dedicated assistance—help customers implement and optimize the system.
Target Audience
Primary customers are small to midsize businesses that require combined accounting, inventory, and payroll capabilities, including service firms, product manufacturers, and e‑commerce retailers.
Features
- Integrated accounting, inventory, and payroll modules with shared data architecture
- Automated AP workflow and cash‑flow visibility with payment scheduling
- Daily bank reconciliation with AI‑assisted transaction matching
- True inventory management that tracks stock levels, purchase orders, and landed costs (shipping, taxes, fees)
- Quote creation and conversion to sales orders to streamline the sales cycle
- Unlimited user accounts with granular role‑based security controls
- Cloud hosting with secure data storage and regular backups
- Professional services options: hourly support bundles, live/on‑site training, and dedicated support line