| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A CRM that lives inside Gmail and LinkedIn, offering pipeline management, email automation, and lead capture without leaving your inbox. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($24-$96/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
|
- Gmail integration
- LinkedIn integration
- Pipeline management
- Email sequences
- Web forms
- Workflow automation
- Reporting
- Caller
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Deep Gmail integration
- LinkedIn prospecting
- Easy to adopt
- Good automation
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Gmail dependent
- Limited outside Google
- Basic reporting
- Smaller company
|
