| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A modern CRM designed for relationship-driven teams that combines contact management with outreach and pipeline tracking. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($20-$40/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
|
- Contact management
- Email sequences
- Pipeline management
- Chrome extension
- Enrichment
- Mail merge
- Custom fields
- Group management
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Beautiful modern interface
- Easy contact import
- Good for relationship management
- Flexible and lightweight
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Relatively new product
- Limited integrations
- No phone or SMS
- Reporting is basic
|
