| Overview |
A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory. |
A CRM that lives inside Gmail and LinkedIn, offering pipeline management, email automation, and lead capture without leaving your inbox. |
| Pricing |
Subscription ($399-$899/month) |
Subscription ($24-$96/user/month) |
| Key Features |
- Dedicated bookkeeper
- Monthly financials
- Payroll
- Tax prep
- Advisory
- Dashboard
- App integration
- CFO services
|
- Gmail integration
- LinkedIn integration
- Pipeline management
- Email sequences
- Web forms
- Workflow automation
- Reporting
- Caller
|
| Pros |
- Dedicated bookkeeper
- Technology-powered
- Advisory included
- Good dashboard
|
- Deep Gmail integration
- LinkedIn prospecting
- Easy to adopt
- Good automation
|
| Cons |
- Expensive
- US only
- Limited self-service
- Contract commitments
|
- Gmail dependent
- Limited outside Google
- Basic reporting
- Smaller company
|
