| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A Salesforce integration tool that brings CRM functionality directly into Gmail and Outlook for seamless sales workflow. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($14-$21/user/month) |
| Key Features |
- Dedicated bookkeeper
- Monthly financial statements
- Tax-ready financials
- Catch-up bookkeeping
- Year-end tax package
- Dashboard
- Income and expense overview
- 1099 contractors
|
- Salesforce sidebar
- Email tracking
- Calendar sync
- Meeting scheduler
- Sales cadences
- Buyer signals
- Attachment tracking
- Templates
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Deep Salesforce integration
- Works in email
- Easy to adopt
- Good scheduling
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Requires Salesforce
- Limited standalone value
- Basic CRM features
- Dependent on email client
|
