| Overview |
A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory. |
A customizable CRM that offers deep two-way sync with QuickBooks and Xero for seamless accounting integration. |
| Pricing |
Subscription ($399-$899/month) |
Subscription ($25-$74/user/month) |
| Key Features |
- Dedicated bookkeeper
- Monthly financials
- Payroll
- Tax prep
- Advisory
- Dashboard
- App integration
- CFO services
|
- QuickBooks sync
- Xero sync
- Custom workflows
- Lead management
- Online portals
- Email campaigns
- Estimates and invoicing
- App customization
|
| Pros |
- Dedicated bookkeeper
- Technology-powered
- Advisory included
- Good dashboard
|
- Deep accounting integration
- Very customizable
- Good for service businesses
- Online customer portals
|
| Cons |
- Expensive
- US only
- Limited self-service
- Contract commitments
|
- Requires QuickBooks or Xero
- Can be complex to customize
- Limited out-of-box features
- Niche audience
|
