| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A CRM and project management platform designed for growing businesses to manage relationships and deliver projects. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($29-$99/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
- Project management
- Workflow automation
- Email tracking
- Custom dashboards
- Relationship linking
- Lead routing
- Business intelligence
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Combined CRM and project management
- Good Gmail and Outlook integration
- Relationship mapping
- Reasonable pricing
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Interface feels dated
- Limited customization options
- Customer support could improve
- Mobile app is basic
|
