| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A cloud-based accounting platform popular with small businesses and their accountants with beautiful invoicing and bank feeds. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($15-$78/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Bank reconciliation
- Invoicing
- Bill pay
- Expense claims
- Project tracking
- Multi-currency
- Payroll
- Reporting
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Clean interface
- Great bank feeds
- Good for accountants
- Multi-currency built-in
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Limited users on lower plans
- US payroll via Gusto
- Inventory basic
- Learning curve for non-accountants
|