| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A CRM solution for insurance and financial services professionals offering client management and policy tracking. |
| Pricing |
Subscription ($299-$499/month) |
Subscription (Custom pricing) |
| Key Features |
- Dedicated bookkeeper
- Monthly financial statements
- Tax-ready financials
- Catch-up bookkeeping
- Year-end tax package
- Dashboard
- Income and expense overview
- 1099 contractors
|
- Client management
- Policy tracking
- Activity management
- Reporting
- Document management
- Workflow
- Mobile access
- Commission tracking
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Insurance industry focused
- Policy tracking
- Good for financial services
- Established product
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Very dated interface
- Slow to modernize
- Complex navigation
- Limited support options
|
