| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A modern CRM designed specifically for financial advisors that combines contact management with workflow automation and social integration. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($45-$59/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
|
- Contact management
- Pipeline tracking
- Task management
- Social integration
- Email integration
- Reporting
- Workflow automation
- Mobile app
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Modern interface for advisors
- Easy to learn
- Good integrations with financial tools
- Social media integration
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Limited to financial advisory
- Basic reporting
- Smaller feature set
- No marketing automation
|
