| Overview |
A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory. |
A CRM built directly inside Gmail that lets you manage pipelines, track emails, and collaborate without leaving your inbox. |
| Pricing |
Subscription ($399-$899/month) |
Freemium (Free-$129/user/month) |
| Key Features |
- Dedicated bookkeeper
- Monthly financials
- Payroll
- Tax prep
- Advisory
- Dashboard
- App integration
- CFO services
|
- Gmail integration
- Pipeline management
- Email tracking
- Mail merge
- Thread sharing
- Custom pipelines
- Snippets
- Mobile app
|
| Pros |
- Dedicated bookkeeper
- Technology-powered
- Advisory included
- Good dashboard
|
- Lives inside Gmail
- Easy to start using
- Good email tracking
- Flexible pipeline views
|
| Cons |
- Expensive
- US only
- Limited self-service
- Contract commitments
|
- Only works with Gmail
- Limited outside Gmail
- Can slow down Gmail
- Advanced features are expensive
|
