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Automated bookkeeping software for entrepreneurs and accountants; strong adoption.
👁 125K/mo♥ 159K
Pricing
No public pricing
No public pricing
Basic: Free
Pro Teams: $12/member/mo (yearly)
Pro Personal: $18/member/mo (yearly)
PREMIUM (Annual Billing): $69 per user per month
PREMIUM (Monthly Billing): $79 per user per month
No public pricing
Core features
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- ✦AI Agents
- ✦Conversation Builder
- ✦Campaign Manager
- ✦Omnichannel Messaging
- ✦Integrations
- ✦AI Meeting Note Taker
- ✦Screen Recorder
- ✦Automated Summaries and Action Items
- ✦Rich Commenting on Recordings
- ✦Integration with Meeting Platforms
- ✦Async Video Communication
- ✦Client Portal
- ✦Workflow Management
- ✦AI-Powered Tools
- ✦QuickBooks and Xero Integration
- ✦Email Management
- ✦Document Management
- ✦Client Tasks
- ✦Mobile App
- ✦Self-driving bookkeeping
- ✦Auto-categorization of transactions
- ✦Deduction identification
- ✦Multi-entity support
- ✦Tax-ready financials
Use cases
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- →Automate customer acquisition and support with AI-powered chatbots.
- →Manage and scale click-to-chat ads.
- →Personalize conversations with unified customer profiles.
- →Send and receive multi-channel rich media & texts across countries.
- →Drive business growth by engaging contextually and enabling self-serve.
- →Automatically record and transcribe meetings.
- →Share feedback asynchronously on designs and websites.
- →Resolve ad-hoc questions without lengthy calls.
- →Check-in on projects without disrupting the team.
- →Collaborate with clients and vendors without complex setups.
- →Streamlining client communication
- →Managing workflows and tasks
- →Automating email responses
- →Securing file sharing with clients
- →Improving data quality with QuickBooks and Xero integration
- →Gaining a bird's-eye view of firm operations
- →Automating bookkeeping for small business owners
- →Managing finances across multiple business entities
- →Preparing tax-ready financial statements
- →Identifying potential tax deductions
- →Streamlining accounting workflows for accountants
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