AlignBooks Reviews & Ratings

Introduction

AlignBooks is India's leading cloud-based accounting software that is used for sales, accounting, inventory management, financial, payroll services, and more. It offers an extensive range of accounting solutions that are used by around 30,000 loyal customers in over 19+ industry verticals.

AlignBooks Overview

Founded by Sameer Garg and Anand Jajodia in the year 2017, AlignBooks has emerged as India's number 1 accounting software that offers a wide range of account management options to small & medium-sized businesses, account professionals and charted accountants. Available in both online and offline modes, the software comes with numerous highly beneficial features such as purchase management, sales management, financial accounting, asset tracking, TDS management and invoicing.

It helps users to track their account data and manage their sales process. Due to mobile and desktop compatibility, they can have complete control over the financial aspect of their business from any corner of the world. The software provides real-time updates and sends critical information via email or SMS alerts. Moreover, the integration facility enables the business owner to manage multiple branches from one single interface.

Thanks to the latest technology of software, the entire GST filling & e-invoice generation process can be done with just one single click. Further, with the help of billing, book-keeping, sales, invoicing, and asset-tracking modules, users can schedule, plan or implement important functions of their business as per their specific requirements.

AlignBooks Top Features

The key features offered by AlignBooks software are:

• Asset Tracking: As a business owner, you can't afford to waste time, resources, efforts and costs for searching and replacing missing or lost assets. The asset management software offers real time asset tracking facility, checks their costs, and find out about their location. This software allows you to use the existing barcodes or make new ones to track your products and equipment.
• Payroll Management: Calculating and managing employee payments is a critical aspect of any organization, hence you can use AlignBooks software to handle all aspects of employee payment. You'll be able to generate & print the payment receipt in a hassle-free manner and the software also empowers you to respond to any tax obligations and legal proceedings with aplomb.
• Tax Management: The accounting tool can be used to get assistance in calculating sales tax (GST), filing GST & annual returns, and withholdings for EPF, ESI or any other taxes by the government. Further, there is very little chance of getting penalized due to late payments because the software keeps you informed via automated reminders.
• Security: When accounts and money are involved the first question that comes to our mind is 'how secure is our data?'. With AlignBooks software you don't have to worry one bit about your data's security because it offers multi layered security options to safeguard your information from any malware or phishing attacks, viruses, insider threats, vulnerabilities, or compromised passwords.
• Bookkeeping: AlignBooks accounting software can easily handle day to day bookkeeping tasks such as bank reconciliation, updating ledger entries, tracking asset amortisation/depreciation and tax calculations and sending payment reminders. Moreover, you'll have complete access to your cash flow statements, financial reports, profit & loss statements and balance sheets.

What Is AlignBooks Used For?

AlignBooks software is used for the following purpose:

• Sales/Billing: With the help of AlignBooks you can manage sales orders, invoices, credit notes, debit notes, manage returns and generate payment receipts.
• Automate the Workflow: Leveraging the comprehensive features of the software you can manage your workflow and generate invoices with just one click of a button. The platform allows you to track any pendency at each stage and modify any step if required.
• Manage Finance: To make better business decisions, you need software that helps you manage, track, and control the finance & accounting processes of your organization. AlignBooks is one such reliable software solution that can track your workflow and manage your business assets to maximize profitability and keep you financially stable.
• Asset Management: This software helps you in tracking and recording all the tangible & intangible assets in real-time. As assets are important for your business, real-time data helps you in making the right choices at the right time. You can also view your asset's location, cost, utilization, and manage its lifecycle.
• Generate MIS report: When you implement this software in your company, the result you are going to get is simply mind-boggling. It provides you with tailor-made MIS reports from all departments and in all aspects of your business with just one click. This helps you in better decision-making and tracking your employee activities with utmost ease.
• GST Management: AlignBooks is a GST-compliant software that offers everything you need to take your business to the next level. You can use it to calculate GST, simplify the GST return filing process, manage stock, get sales reports, generate quotations, and track your expenses.
• Manage multiple branches: You know how difficult it is to manage accounting work across various branches in different locations. But thanks to AlignBooks software's multi-branch management feature you can effortlessly manage the accounts data of each & every branch. It empowers you to carefully monitor the performance of all outlets and conduct a thorough analysis of account data with one single platform.

AlignBooks Pros & Cons

• Convenient to use
• Easily manage multiple clients from one interface
• Responsive and helpful support team
• Real time tracking of multiple receivables
• SAP integration
• Efficient and reliable solution for day-to-day tasks
• Reasonable price

• Some report formats need improvement
• Sometimes it gets difficult to perform bulk data/accounting
• People without prior knowledge of accounting software can find it difficult to use

AlignBooks Pricing Plans 

Basic

Although it is a basic plan, it offers some highly beneficial management features that include invoice handling, debit/credit notes, return management, bill-to-bill payment, order & dispatch management, and estimates management. This plan also includes razorpay integration, user management, and pre-configured item/SKU, and users can also download a mobile app to manage their accounts on the go. Additionally, the basic plan gives permission to add 1200 B2B max sales invoices per year as well as 2000 item/SKU.  

Premium 

The name says it all, the premium plan has all the same features as the basic one and it comes with many other noteworthy attributes such as inventory management, GST dashboard, approval management, and email notification. Users also get agent/salesman-based billing features along with custom fields and ledger attributes. The premium plan allows 5 free users on the platform and 2400 B2B max sales invoices per year.  Further, max customer limit is 4000 as well as item/SKU limit is also 4000. 

Ultima  

The ultima plan boasts of some ultimate attributes like asset & payroll management, discrete production, customer relationship management, e-invoice generation, multi-branch management and many others. The B2B max sale invoice limit is 6000/year, B2C limit is, 20000/year. Moreover, the max number of customers & item/SKU you can manage is 6000 and the limit to add max employees is 100.  

AlignBooks Deployment & Support 

6 Steps to Deploy a New Accounting System

AlignBooks comes with an extensive range of user-defined features which may be required in one company but may not be needed in another one. This utility allows you to customize your documents & reports, and it also helps you in simplifying your work. The setup process is divided into six different segments:

• Basic Setup: You'll get the 'Basic' as the default setup option, however, you can choose from the remaining five options by clicking on the name tabs on the left panel. In the 'Basic' option you just have to fill in your normal details like 'company name' 'address' and 'statuary information. 
• General Setup: The next on the list is 'general setup' which allows you to do normal accounting work and manage multiple currencies. 
• Sales Setup: In the 'sales' setup, you can manage sales documents billing, configurations, custom fields as well as any other preferences. 
• Purchase Setup: If you want to handle purchasing and do normal billing for your store or office, the 'purchase setup' is an apt choice for your requirements. 
• Inventory Setup: You can handle all your 'inventory' related tasks from the 'inventory' setup option, and you can also do some customization according to your needs. 
• Finance: The 'finance' settings option allows you to manage your budgets, GST, & tax and lets you define the COA attributes. 

Feature Comparision of Alignbooks

AlignBooks Review: Techjockey's Verdict 

AlignBooks is India’s #1 accounting solution which is specifically designed for MSMEs, retail chains, manufacturing units, automobile companies, hotels & restaurants and many other service providers to manage sales, inventory, financial services, payroll and GST.  You can use this automated platform to handle all the critical accounting, billing and sales related tasks with utmost efficiency. The best thing about this software is that it provides an easy and effective solution to everyday accounting problems. You can sell your items without worrying about invoice losses because the software always gives detailed bills for each transaction. Moreover, it also gives you in-depth financial reports of your accounts activity so that you can take a look at your profits in sales & marketing.