| What it does | Commercial operations platform for service businesses
| AI coworker for month-end close in QuickBooks Online
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| Stage | Established
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| Founded | 2021
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| Based in | RO
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| Pricing model | Freemium
| Freemium
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| Pricing | Free plan with monthly allowances (5 proposals, 3 proposals/month, 1 contract/month, 5 invoices/month, 5 receipts/month, 50 bank transactions/month). Paid packs: Sales €19.99/month, Contracts €9.99/month, Invoicing €9.99/month, Billing Schedules €9.99/month, Banking €9.99/month, Helpdesk €19.99/mont
| Starter: free forever for 1 client. Basic: $149/month (includes up to 4 companies) or $1,788/year. Advanced: $299/month (includes up to 15 companies) or $3,588/year. Extra companies: $25/month or $300/year each. Tax Seat: $60/month per login (4 tax clients included, $5/mo per extra). 7-day free tria
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| Key features | - Sales Pipeline with separate pipelines, stages and boards
- Proposals with acceptance tracking and payment options
- Contracts with online signing and identity verification
- Invoicing with custom numbering and multi-currency support
- ANAF e-Factura for Romanian companies
- Branded client portal for accepting proposals and paying invoices
- Bank integrations with transaction sync and account data
- Helpdesk for managing client conversations across email, chat and portal
- REST API, webhooks, Zapier and MCP for integrations
- Free team tasks and role-based permissions
| - Close Command Center with live auto-status for multiple clients
- Bank Feed Agent that categorizes transactions with confidence scores
- Fixed Asset Agent builds depreciation schedules automatically
- Prepaids & Accruals Agent for amortization schedules
- Reconciliation Suite with statement matching and rollforward proof
- Flux Analysis showing P&L vs prior month with variance explanations
- Workpaper Package exports for review and audit
- Client Collaboration with automatic document chasing on days 0, 3, 7
- CSV and bank statement import when feeds unavailable
- 1099 Contractor Review Agent flags missing W-9s
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| What makes it different | - Built by a service business for service businesses, using their own product
- No per-user seat fees; unlimited team members
- Everything connected in one workflow from proposal to paid invoice
- Data export available on all plans including free; no lock-in
| - Approval-gated: nothing posts to QuickBooks without accountant review
- Built for multi-client firms, not just individual business owners
- Learns firm's categorization history to improve suggestions over time
- Published transparent pricing starting at $149/month for 4 clients
- Includes ASC 842 lease schedules and tax document collection features
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 26 ● no change since last check | Not checked yet ● no change since last check |
| Trust Flow (Majestic) | 11 | 0 |
| Citation Flow (Majestic) | 25 | 0 |
| Referring domains (Majestic) | 42 | 0 |