| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
An expense management platform with receipt scanning, automatic expense reporting, and corporate card reconciliation. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free-$18/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Receipt scanning
- SmartScan OCR
- Automatic reports
- Corporate card sync
- Mileage tracking
- Approval workflows
- Multi-currency
- Integrations
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Best receipt scanning
- Easy to use
- Good mobile app
- Free plan available
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Pricing has increased
- SmartScan errors
- Policy enforcement limited
- Interface can be cluttered
|
