| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A CRM and client lifecycle management tool for agencies and freelancers to manage leads, proposals, invoices, and clients. |
| Pricing |
Subscription ($299-$499/month) |
Freemium (Free-$18/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
|
- Lead management
- Proposals
- Contracts
- Invoicing
- Client portal
- Email sequences
- Pipeline management
- Document management
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Built for agencies
- Proposal and invoicing
- Affordable
- All-in-one for freelancers
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Niche for agencies
- Basic CRM features
- Limited integrations
- Smaller company
|
