| Overview |
A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory. |
Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms. |
| Pricing |
Subscription ($399-$899/month) |
Subscription (Custom) |
| Key Features |
- Dedicated bookkeeper
- Monthly financials
- Payroll
- Tax prep
- Advisory
- Dashboard
- App integration
- CFO services
|
- Dynamics 365 native
- Email marketing
- Web tracking
- Forms
- Surveys
- Nurture campaigns
- Social posting
|
| Pros |
- Dedicated bookkeeper
- Technology-powered
- Advisory included
- Good dashboard
|
- Native Dynamics integration
- Good for MS ecosystem
- Web tracking
- Forms
|
| Cons |
- Expensive
- US only
- Limited self-service
- Contract commitments
|
- Dynamics only
- Expensive
- Limited outside MS
|
