| What it does | Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
| Commercial operations platform for service businesses
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| Stage | Established
| Established
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| Founded | Not given
| 2021
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| Based in | US
| RO
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| Pricing model | Paid
| Freemium
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| Pricing | Solopreneur: Starting at $499/month. Business Starter: Starting at $749/month. Business Full: Starting at $999/month. Business Full + Tax Advisory: Starting at $1,499/month. Fractional CFO: Starting at $1,999/month. Fractional Controller: Starting at $1,999/month. Outsourced Accounting Department: S
| 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
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| Key features | - Monthly bookkeeping with clean, current books and financial statements
- Payroll processing, reporting, and compliance
- Business and personal tax filings coordinated with year-round accounting
- Proactive tax planning including strategies, estimated taxes, and year-end planning
- Support with payables, receivables, invoicing, collections, and sales tax
- Controller and CFO support with cash-flow planning, forecasting, and controls
- Real-time communication through Slack collaboration
- R&D tax credit identification and optimization
- Outsourced operations and back-office support
| - 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
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| What makes it different | - Proactive tax planning routinely saves high earners $100K–$200K per year
- Boutique accounting team stays close to the work with real-time, responsive communication
- Access to network of elite CPAs, tax attorneys, and planning specialists for advanced strategies
- Books closed and owner-ready by the 10th of every month
- Potential cost offset through tax savings optimization
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 15 ▼ −1 (down) since last check | 26 ● no change since last check |
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| Trust Flow (Majestic) | 17 | 11 |
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| Citation Flow (Majestic) | 25 | 25 |
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| Referring domains (Majestic) | 68 | 42 |
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TaxBowl
Enlivy