| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A free expense management and corporate card platform now part of BILL with real-time budgeting and automated reporting. |
| Pricing |
Subscription ($24-$49/user/month) |
Free (Free (revenue from interchange)) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Corporate cards
- Real-time budgets
- Expense management
- Automated reporting
- Receipt capture
- Approval workflows
- Virtual cards
- Accounting sync
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Completely free
- Real-time budgeting
- Good approval workflows
- Virtual cards
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- BILL acquisition changes
- Limited card rewards
- Requires credit approval
- US only
|
