| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A lead management tool designed for salespeople who hate traditional CRMs, focusing on deal progression rather than data entry. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($12-$32/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
|
- Lead management
- Pipeline view
- Prospecting
- Email integration
- VoIP
- Sales script generator
- Mobile app
- Team management
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Anti-CRM approach
- Minimal data entry
- Easy to adopt
- Affordable
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Limited contact management
- Basic reporting
- Not a full CRM
- Few integrations
|
