| Overview |
A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory. |
A CRM solution for small businesses that offers contact management, sales automation, and customer service tools with flexible deployment. |
| Pricing |
Subscription ($399-$899/month) |
Subscription ($35-$60/user/month) |
| Key Features |
- Dedicated bookkeeper
- Monthly financials
- Payroll
- Tax prep
- Advisory
- Dashboard
- App integration
- CFO services
|
- Contact management
- Sales automation
- Customer service
- Reporting
- Email marketing
- Document management
- Mobile access
- Customizable views
|
| Pros |
- Dedicated bookkeeper
- Technology-powered
- Advisory included
- Good dashboard
|
- Perpetual license available
- On-premise deployment
- Good contact management
- Established brand
|
| Cons |
- Expensive
- US only
- Limited self-service
- Contract commitments
|
- Very dated interface
- Limited modern features
- Shrinking user base
- Minimal cloud capabilities
|
