| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A CRM built for inside sales teams with built-in calling, email, and SMS to help close more deals faster. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($49-$139/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
|
- Built-in calling
- Power dialer
- Email sequences
- SMS messaging
- Pipeline view
- Smart views
- Custom activities
- Reporting
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Excellent built-in communication
- Fast and responsive UI
- Great for inside sales
- Powerful search and filtering
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Expensive for small teams
- Limited marketing features
- No free plan
- Not ideal for field sales
|
