| Overview |
An AI-powered bookkeeping platform that uses machine learning and skilled accountants to automate bookkeeping for firms. |
Now Keap, this was the original small business CRM and email marketing platform known for powerful campaign builder. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($249-custom/mo) |
| Key Features |
- AI bookkeeping
- Machine learning categorization
- Human-in-the-loop
- Financial reporting
- Dashboard
- Tax prep support
- Multi-entity
- Integrations
|
- Campaign builder
- CRM
- E-commerce
- Automation
- Landing pages
- Invoicing
- Appointments
|
| Pros |
- AI automation reduces errors
- Scalable for firms
- Good dashboard
- Human oversight
|
- Powerful campaign builder
- All-in-one
- Good automation
- Long track record
|
| Cons |
- Expensive
- Designed for accounting firms
- Complex onboarding
- Custom pricing only
|
- Rebranded to Keap
- Expensive
- Complex
|