| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A social-enriched CRM that automatically combines contacts, communication history, and social data into unified profiles. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($24.90/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
|
- Social profile matching
- Contact enrichment
- Email tracking
- Group messaging
- Activity tracking
- Pipeline management
- Prospector tool
- Smart contacts
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Excellent contact enrichment
- Great social media integration
- Simple and affordable
- Good browser extension
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Limited pipeline management
- No phone support
- Basic reporting
- Not ideal for large teams
|
