| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A user-friendly CRM and email marketing platform designed to help B2B sales teams win more deals. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($16-$67/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
|
- Pipeline management
- Email marketing
- Sales automation
- Team collaboration
- Reporting
- Web forms
- Personal email sequences
- Territory management
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Easy to use
- Good customer support
- Affordable
- Nice email marketing integration
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Limited advanced features
- Fewer integrations than competitors
- Mobile app is basic
- Customization is limited
|
