| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A composable customer success platform with modular SuccessBLOCs for driving customer outcomes and revenue growth. |
| Pricing |
Subscription ($299-$499/month) |
Freemium (Free-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
|
- SuccessBLOCs
- Customer health
- Segmentation
- Campaigns
- Lifecycle management
- Analytics
- Task management
- Integrations
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Modular approach
- Free starter plan
- Good segmentation
- Outcome-focused
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Complex for small teams
- Limited free plan
- UI could be better
- Integration limitations
|
