CheckMyBooks
Accounting practice management software for automated client file reviews
Founded
2015
Starting Price
\u00240
Category
Accounting Software
Last updated March 25, 2026
About CheckMyBooks
CheckMyBooks is an accounting practice management tool designed for accountants and bookkeepers to streamline the review process of client files. It automates routine checks by importing accounting data from various sources, identifying discrepancies, and flagging errors that would otherwise require manual inspection. The platform includes tools for compliance checks, variance analysis, and adjusting journals. Customizable checklists and templates help standardize review workflows across the practice, ensuring consistent adherence to accounting standards. Built-in collaboration features let accountants communicate with clients directly within the platform to resolve queries without switching between email and spreadsheets.
Pros & Cons
Pros
- Automates tedious manual review tasks, saving significant accountant time
- Customizable checklists standardize workflows across the practice
- Built-in client collaboration eliminates back-and-forth email chains
- Free trial with no credit card required lowers the barrier to entry
- Purpose-built for accountants rather than adapted from general business tools
Key Features
Automated Data Import
Import accounting data from multiple sources for centralized review and error detection
Compliance Checks
Automated compliance verification against accounting standards and regulatory requirements
Variance Analysis
Identify and flag discrepancies in financial data with automated comparison tools
Adjusting Journals
Create and manage adjusting journal entries directly within the review workflow
Customizable Checklists
Build standardized review checklists and templates to ensure consistent practice-wide workflows
Client Collaboration
Communicate with clients directly within the platform to resolve queries and share findings
Error Detection
Automated scanning identifies common accounting errors, missing entries, and data inconsistencies
Pricing
Free Trial
\u00240
- Full feature access
- Limited time trial
- No credit card required
Per Job
Contact Sales
Best For
Client File Reviews
Accountants review client bookkeeping files with automated error detection and compliance checks
Practice Standardization
Accounting firms enforce consistent review processes across all staff using shared checklists and templates
Year-End Accounts
Streamline the year-end review process with automated variance analysis and adjusting journal creation
Bookkeeper Oversight
Senior accountants review and validate work completed by bookkeepers with structured audit trails
