You might also be interested in
Replies (8)
Please login or register to join the discussion.
and does the client need to enter any details....
I presume so - in which case the figures will only be 'up to date' if they do something...
Still if it doesn't require client input then i am interested to see more detail....
I checked on their website and it seems to be updated daily.
It connects to bank accounts and downloads transactions everyday, and the Brooksons staff will do the bookkeeping andtherefore I guess it shows the daily position.
However, seeing as they are serving freelancers, I can't imagine more than a couple of transactions a month, so most days there would probably be no change.
Looks good and nicely presented.
on this basis then presumably they would not entertain a
client with several dozen entries a month?
Response to questions on Brookson Connect
Brookson receive a daily feed from our client’s bank account which allows us to produce an automatic reconciliation of their business financial accounts every day. The rest of the system is in real-time so clients can see any activity produced by Brookson throughout the day. We handle any number of transactions for one all-inclusive, affordable monthly fee. For more info take a look at our Brookson connect video: http://www.brookson.co.uk/connect
Brookson feedback
I'm a Brookson customer so thought I would share my experience of their Connect system, I invoice weekly and claim expenses weekly also, their system is capable of as much traffic as possible, so I can see no reason why it would cope with a larger company as opposed to a freelancer. I am a Social Worker and I am out and about all the time, so their mobile apps and 24/7 services help a lot. I used to be with another leading accountant (I won't name and shame), but Brookson has been a breath of fresh air.
Thank you!
Many thanks for your comments about Brookson Connect, we’re really pleased that you’re finding our new Connect service helpful and that you’re happy with the service you’re receiving!
Poor software poor service
I had to comment about brookson's services.
I was attracted to Brookson because of their marketing on their connect system and it looked very promising.
I found out after going thru the hassle of changing accountants, and getting a new bank account set up (they require this) that I was an early adopter, and the Connect software was unfinished and full of bugs.
I gave it some time, but after the bugs were ironed out I still found the software very poor. In particular it is SLOW to do anything.
A previous poster mentioned that it would import bank statements and then Brookson would reconcile them. This is not the case, you will have to reconcile the transactions yourself. Which was a shock to me.
I also just had general poor service, it sometime tooks days for them to return emails, and DAYS to return a phone call. In the busy season, you have to BOOK in to talk to someone.
Stay away.