Frequently Asked Questions About Cloud Bookkeeping

Cloud bookkeeping is the process of maintaining and updating financial transaction records on secure remote servers. With BookNowEdge, all entries are stored safely in Switzerland and accessible via any internet-enabled device.

BookNowEdge uses encrypted connections and multi-layer security protocols to protect your records. Data is stored at Palais des Nations, 14 Avenue de la Paix, Geneva, Switzerland, ensuring local compliance and high data protection standards.

Yes. After logging into your BookNowEdge account via a standard web browser, you can view, download and share up-to-date bookkeeping reports from any location without installing specialized software.

Our platform offers seamless integration through APIs and pre-built connectors. You can link BookNowEdge to invoicing systems, payroll solutions and CRM applications to keep all records synchronized in one place.

Records are updated in real time as transactions are logged or synchronized. Automated processes ensure that ledgers and summary reports reflect the latest entries as soon as data is received.

Yes. BookNowEdge offers a range of online tutorials, user guides and live webinar sessions to help your team get up to speed quickly and make full use of the platform’s features.

Absolutely. Generate standard summaries or tailor your own templates by selecting specific data fields, date ranges and presentation styles to create reports that suit your business workflows.

We provide email support, live chat and scheduled phone consultations. Reach our team at any time via the Help Center in your dashboard to resolve queries or request hands-on assistance.

Transactions from bank feeds or payment platforms are matched against recorded entries by pattern recognition algorithms. Discrepancies are flagged for review so you can quickly confirm or adjust them.

Our responsive web interface adapts to smartphones and tablets. This offers full functionality without needing a separate mobile app, so you can manage bookkeeping tasks on the go.

Sign up on BookNowEdge.com, choose a plan, and set up your organization details. Follow the onboarding wizard to connect accounts, define categories and invite your team members.

Export data in common file formats such as XLSX, CSV or PDF. You can schedule regular exports or download on demand to share with advisors or integrate with other systems.

Yes. Assign roles such as administrator, editor or viewer to control who can create entries, approve adjustments or only view reports. Permissions can be tailored per department or project.

Choose from tiered subscription plans based on the number of active users and feature sets. Monthly fees cover hosting, maintenance and support—all billed in CHF.

Data is backed up automatically each hour to secure off-site storage. Retention settings allow you to define how long archived records remain accessible, ensuring compliance with local regulations.