How to Connect Bookkeeper360 with UGRU (2026)

Bookkeeper360

★★★★ 4.3

Bookkeeping Finance Accounting

A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

Full Review

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UGRU

★★★ 3.7

Crm Industry Specific Crm

A CRM and financial planning platform designed for financial advisors that combines client management with planning tools.

Full Review

About These Tools

Bookkeeper360: A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

UGRU: A CRM and financial planning platform designed for financial advisors that combines client management with planning tools.

Key Features

Bookkeeper360

Dedicated bookkeeper
Monthly financials
Payroll
Tax prep
Advisory
Dashboard

UGRU

Financial CRM
Financial planning
Compliance
Document management
Marketing
Reporting

Pricing

Bookkeeper360

Subscription $399-$899/month

UGRU

Subscription $59-$139/user/month

Detailed integration guide coming soon. We're researching the specific ways Bookkeeper360 and UGRU work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Connect via Integration Platform

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