About BrightBooks
Get paid the smarter way with software designed for quick invoice processing. Plus, save time with a flawless inventory management system.
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24/7 online access from anywhere
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Business banking integration
Features Designed for Your Success
- On-the-go invoicing and payments
- Invoicing on-the-go
- Bank reconciliation
- At-a-glance insights
- CRM and sales pipeline tool
- Customisable reports
- Stock management tool
- Streamline payments
On-the-go invoicing and payments
Create and send professional invoices to get paid quickly. Tailor the invoices to your brand, schedule recurring payments, and automatically import bank statements to reconcile bank transactions in seconds. With the BrightBooks app, you have full control of invoicing while you work from anywhere.
Invoicing on-the-go
Sharpen up your billing process by using customisable templates, creating a product catalogue, and quickly converting quotes and orders to invoices. Save even more time by setting up recurring invoices and getting paid online. With the BrightBooks app, you maintain full control of invoicing while you work from anywhere.
Bank reconciliation
Manage your banking with ease by connecting your bank accounts to BrightBooks. You’ll receive automatic updates of bank transactions, giving you a live view of your cashflow. Save time on month-end or year-end reconciliations by reconciling a larger number of transactions.
At-a-glance insights
Access clear and simple dashboards, giving you all the key figures of your business. You can customise dashboards depending on the level of information you want to see. Highlight additional data in the form of line charts, pie charts, funnel charts, a list of statistics, or drilldown tables.
CRM and sales pipeline tool
BrightBooks comes with an in-built CRM, perfectly suited to SMEs. Using the CRM system, you can communicate with prospective customers, track opportunities from calls through to quotations, and manage the process into a sales pipeline funnel. It’s a central place to manage vital customer relationships and communications.
Customisable reports
BrightBooks makes reporting easy and can cover every business need. Access, produce and customise all your required accounting reports: detailed sales invoice analysis, Trial Balance, Return of Trading Details report… They’re all only a few clicks away.
Stock management tool
BrightBooks acts as a two-fold solution for your bookkeeping and stock management needs. Using the inventory management tool, you can monitor stock levels, maintain a full product catalogue, and automate the tracking of goods in and out through purchase orders and invoices.
Streamline payments
Keep on top of payments by viewing vendor and expenses on one screen. You can set up recurring payments and instantly see their status. Suppliers are paid quicker by generating SEPA files, and multiple bills can be paid with just a single transaction.
VAT returns
Welcome to Simple, Stress-free VAT Returns
This tedious but vital task is made easy with BrightBooks. Everything is automatically calculated and once you’ve completed the VAT return, you can save it in a PDF or CSV format, print it, and submit to Revenue.
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Save time with automatic calculations
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Compliant, fast, and accurate
Insights
Empowering every decision
All the data you need to grow your business is at your fingertips. Presented in comprehensive, at-a-glance charts – simply highlight or drill down into the key figures to learn more and develop your growth strategy.
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Clear and simple dashboards
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Customise the information in a way that suits you
BrightBooks App
Smarten up your finances by staying on top of your bookkeeping from anywhere – perfectly suited for SMEs, this bookkeeping app is free to all BrightBooks users.
- Bookkeeping in your pocket
- Generate instant quotes with ease
- Keep track of potential customers
- Accurate bookkeeping
- Faster quotes to cash
- Improve your cash flow
Bookkeeping in your pocket
Effortlessly view all your key financial figures plus any outstanding invoices at a glance.
Generate instant quotes with ease
Instantly generate quotes, and easily convert them to orders or invoices, or turn orders into invoices.
Keep track of potential customers
Build up your CRM with new prospect information, and keep track of existing customers and their orders.
Accurate bookkeeping
Increase confidence in your bookkeeping by performing critical tasks in the moment. No delays, no mistakes.
Faster quotes to cash
Quickly go from quote to order, to invoice, helping you close deals, reduce delays, and get paid sooner.
Improve your cash flow
Manage your cash flow better with BrightBooks. View key financials, create new invoices, and track outstanding ones, anytime, anywhere.
The Power of Bright Products & Integrations
BrightBooks & BrightPay
BrightBooks Integrations
Maximise Efficiency with BrightBooks Integrations
Built-in CRM
Build & Nurture Client Relationships
BrightBooks is perfectly suited to SMEs, with a built-in CRM that allows you to build relationships that are key to business growth. From communicating with prospective clients, through to managing sales, BrightBooks will handle it all.
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Track calls and quotations
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A central place to manage your comms
On-the-go
Get Paid On Time, Every Time
BrightBooks comes with the security of Microsoft Azure Cloud. This industry-leading security is built in to always protect you and your clients.
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Unrivalled MS security built-in
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Unique threat intelligence software