| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms. |
| Pricing |
Subscription ($299-$499/month) |
Subscription (Custom) |
| Key Features |
- Dedicated bookkeeper
- Monthly financial statements
- Tax-ready financials
- Catch-up bookkeeping
- Year-end tax package
- Dashboard
- Income and expense overview
- 1099 contractors
|
- Dynamics 365 native
- Email marketing
- Web tracking
- Forms
- Surveys
- Nurture campaigns
- Social posting
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Native Dynamics integration
- Good for MS ecosystem
- Web tracking
- Forms
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Dynamics only
- Expensive
- Limited outside MS
|
