| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A CRM and lead management system built specifically for insurance agents and agencies to manage policies and sales. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($34-$292/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
- Policy tracking
- VoIP dialer
- Email marketing
- Workflow automation
- Commission tracking
- Reporting
- Document storage
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Built for insurance agents
- Integrated dialer
- Policy tracking
- Affordable
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Niche market
- Basic interface
- Limited customization
- Small development team
|
