BrightBooks

BrightBooks is a cloud-based accounting software and CRM system that’s perfectly suited to small and medium sized businesses. Boost your invoicing and payments capabilities with a range of intuitive features.

About BrightBooks

BrightBooks is an easy-to-use cloud accounting software, perfectly suited to small and medium sized businesses. Collaborate in real-time to share data, produce reports, and manage accounts. The bookkeeping software offers customisable invoices, Irish and UK VAT returns, automatic bank feeds, and much more.

Key Features:

BrightBooks offers a collection of intuitive features that can boost your invoicing and payments capabilities. With an in-built CRM and inventory tracking system, it’s so much more than a simple bookkeeping software. It is the perfect all-in-one solution for SMEs.
  • Easy Invoicing
Get paid on time, every time using the BrightBooks app to create invoices from anywhere. Sharpen up your billing process by using customisable invoice templates. Convert quotes and orders to invoices, set up recurring invoices, and monitor their status.
  • Customisable Reports
Accomplish more with reports in BrightBooks. It covers every aspect of your reporting
needs, from Profit and Loss, Balance Sheets, to Return on Trading Details. Customise your
dashboard to track your business’ performance, and from there, dive into more detailed
report analysis.
  • Generate VAT Returns Quickly
Generate your VAT returns with ease and submit to Revenue. BrightBooks automatically
calculates the amount owed, supports invoice and cash basis returns, records VAT
payments and refunds, and handles reporting for VAT3, RTD, VIES, and INSTRSTAT.
  • Integration with Payroll Software
BrightBooks is directly integrated with both BrightPay and Thesaurus Payroll Manager so
that you can send payroll journals directly to BrightBooks from within the payroll software,
saving time and reducing the risk of errors.
  • Bank Reconciliation
Automate the bank reconciliation process by connecting your bank account to BrightBooks
(UK and Irish banks). Pull through transactions instantly to quickly compare and verify
them. Save even more time by creating bank rules and auto allocating bank feeds to
customer or supplier invoices.


 

More Key Features:

  • Streamline accounts payable

Using BrightBooks, you can better manage how you handle your bills. You can keep on top
of payments, generate Aged Supplier Reports on a periodical structure, track amounts
due, and set up recurring payments for regular purchases. Suppliers can be paid quicker by generating SEPA files and multiple bills can be paid with just the one payment transaction.
  • Stock Management Tool

Using BrightBooks’ inventory management tool, you can maintain a full product catalogue, set re-order levels, get notified when stock levels dip below minimum levels, and automate the tracking of goods in and out through purchase orders and invoices.
  • Includes a free CRM-system

BrightBooks comes with an in-built CRM, perfectly suited to SMEs. You can streamline your sales cycle, centralise customer communications, keep track of interactions, and identify growth opportunities.
 

Contact Us:

sales@surfaccounts.com
 

BrightBooks Software Showcase

Join Jon Burke, Team Lead, as he discusses and demos the features of the BrightBooks (formerly Surf Accounts) software.

  • Bright Software Group
  • Demo
  • API Integration
  • Q&A

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