| Overview |
An AI-powered bookkeeping platform that uses machine learning and skilled accountants to automate bookkeeping for firms. |
The former name of Copper CRM, a Google Workspace-native CRM that was rebranded in 2018 to better reflect its focus. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($23-$99/user/month) |
| Key Features |
- AI bookkeeping
- Machine learning categorization
- Human-in-the-loop
- Financial reporting
- Dashboard
- Tax prep support
- Multi-entity
- Integrations
|
- Google Workspace integration
- Pipeline management
- Email tracking
- Automation
- Reporting
- Contact enrichment
- Mobile app
- Task management
|
| Pros |
- AI automation reduces errors
- Scalable for firms
- Good dashboard
- Human oversight
|
- Deep Google integration
- Easy adoption
- Clean UI
- Automatic data entry
|
| Cons |
- Expensive
- Designed for accounting firms
- Complex onboarding
- Custom pricing only
|
- Rebranded as Copper
- Google-dependent
- Limited features outside Google
- Higher pricing
|
