| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($299-$499/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Dedicated bookkeeper
- Monthly financial statements
- Tax-ready financials
- Catch-up bookkeeping
- Year-end tax package
- Dashboard
- Income and expense overview
- 1099 contractors
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
