| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($99/database/month (15 users)) |
| Key Features |
- Dedicated bookkeeper
- Monthly financial statements
- Tax-ready financials
- Catch-up bookkeeping
- Year-end tax package
- Dashboard
- Income and expense overview
- 1099 contractors
|
- Contact management
- Workflow automation
- Seminar management
- Report writer
- Compliance tools
- Document imaging
- Calendar
- Mobile access
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Per-database pricing
- Built for financial advisors
- Good compliance tools
- Integrates with custodians
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Dated interface
- Limited customization
- Slow to innovate
- Mobile app is basic
|
