| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A sales-focused CRM designed by salespeople, featuring visual deal pipelines and activity-based selling methodology. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($14.90-$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
|
- Visual sales pipeline
- Activity-based selling
- Email integration
- Smart contact data
- Revenue forecasting
- Workflow automation
- LeadBooster
- Web forms
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Very intuitive pipeline view
- Easy to set up and use
- Excellent mobile app
- Strong email integration
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Limited marketing features
- Reporting could be deeper
- No free plan
- Customization is somewhat limited
|
