| Overview |
An AI-powered bookkeeping platform that uses machine learning and skilled accountants to automate bookkeeping for firms. |
A CRM built directly inside Gmail that lets you manage pipelines, track emails, and collaborate without leaving your inbox. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$129/user/month) |
| Key Features |
- AI bookkeeping
- Machine learning categorization
- Human-in-the-loop
- Financial reporting
- Dashboard
- Tax prep support
- Multi-entity
- Integrations
|
- Gmail integration
- Pipeline management
- Email tracking
- Mail merge
- Thread sharing
- Custom pipelines
- Snippets
- Mobile app
|
| Pros |
- AI automation reduces errors
- Scalable for firms
- Good dashboard
- Human oversight
|
- Lives inside Gmail
- Easy to start using
- Good email tracking
- Flexible pipeline views
|
| Cons |
- Expensive
- Designed for accounting firms
- Complex onboarding
- Custom pricing only
|
- Only works with Gmail
- Limited outside Gmail
- Can slow down Gmail
- Advanced features are expensive
|
