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ONE-MAN-SHOW |
SMALL TEAM |
PORTFOLIO |
ENTERPRISE |
Everything For Everyone! |
Overall Experience |
Access account from any device |
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Upload |
Upload invoices with ease. Supports multipage invoices |
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Capture and upload directly from a smart device |
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Index |
Tag smartly: Indexing that learns and adapts to your input |
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Index at leisure: Upload invoices and index later |
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Secure Storage |
Peace of mind with bank-level security and encryption |
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Automatic data backups |
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Stay accurate with regular quality audits |
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Search & Retrieve archived invoices in record speed |
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Reports |
Access built-in reports with a click of a button |
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Create and save custom reports |
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Email or print reports directly from the portal |
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Share with Accountants and Bookkeepers |
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Stay Informed |
Get automatic Alerts/Reminders for Ageing Invoices |
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Setup Alerts for specific transactions |
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Premium Features |
Enjoy the full Scan-to-Shred Service |
Starting as low as $269/month (location dependent) |
Avoid manual data entry with our Indexing Service |
$19.99/month per account (up to 250 invoices per month) |
The Differentiators! |
Accounts, Users & Space |
Number of Business Accounts in plan |
1 |
1 |
5 |
Unlimited Clients |
Add more Business Accounts |
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$9.99/month per account |
Control what users can access: Number of role based users per business account (Total) |
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3(15) |
Unlimited |
Add more users |
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$1.99/month per user |
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Never worry about storage space: enough to last you forever! |
20 GB |
50 GB |
60 (300) GB |
N/A |
Add more space (20 GB) |
$4.99/month |
Support |
Email Support |
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Call Support |
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Stay Stress free with a Dedicated Sales & Support Specialist |
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Portfolio Management |
View multiple businesses under a Portfolio* |
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Access to Portfolio Management Tools* |
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Client Management |
Access to Client Portal & Collaboration Tools* |
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Seamlessly integrate with your existing work-flow* |
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Customize input and output to best fit your accounting and reporting needs* |
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