| Overview |
A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory. |
A social-enriched CRM that automatically combines contacts, communication history, and social data into unified profiles. |
| Pricing |
Subscription ($399-$899/month) |
Subscription ($24.90/user/month) |
| Key Features |
- Dedicated bookkeeper
- Monthly financials
- Payroll
- Tax prep
- Advisory
- Dashboard
- App integration
- CFO services
|
- Social profile matching
- Contact enrichment
- Email tracking
- Group messaging
- Activity tracking
- Pipeline management
- Prospector tool
- Smart contacts
|
| Pros |
- Dedicated bookkeeper
- Technology-powered
- Advisory included
- Good dashboard
|
- Excellent contact enrichment
- Great social media integration
- Simple and affordable
- Good browser extension
|
| Cons |
- Expensive
- US only
- Limited self-service
- Contract commitments
|
- Limited pipeline management
- No phone support
- Basic reporting
- Not ideal for large teams
|
