Features
Essentials
Growth
Scale
Financial Statements (P&L, Balance Sheet, Cash Flow)
Multi-Currency Accounting
Department / Class Tracking
Real-Time Dashboard Access
Custom Chart of Accounts Design
Historical Data Migration
Catch-Up / Clean-Up Bookkeeping
Depreciation & Amortization Schedules
Custom Chart Setup for Multi-Entity Firms
Accounts Payable (Bill Management)
Accounts Receivable (Invoicing & Collections)
Payroll (Up to 10 Employees)
Payroll (11–50 Employees)
Expense Reimbursements Processing
Employee Expense Cards Integration
Inventory Accounting (COGS, Landed Cost)
E-Commerce Integration (Shopify, Amazon, A2X)
POS Integration (Square, Stripe, PayPal)
Monthly Financial Reports
Custom Financial Dashboards
KPI Tracking & Benchmarking
Budget vs Actuals Analysis
Forecasting & Cash Flow Projections
Profitability by Product / Channel
Scenario & Sensitivity Analysis
Board-Ready Financial Packages
Segment Reporting (Regions / Departments)
Dedicated Account Manager
Priority Email & Chat Support
Quarterly Strategic Reviews
Financial Planning & Analysis (FP&A)
Strategic Growth Advisory
Business Budgeting & Forecasts
Investor Reporting Support
Board Deck & Presentation Support
Year-End Closing & Adjustments
Corporate Tax Filing (U.S. / Canada)
Sales Tax (U.S.) / GST-HST Filings (Canada)
Tax Estimates & Installments Management
Franchise Tax / Provincial Filings
Multi-State / Multi-Province Compliance
Registered Agent Coordination
App Integration (A2X, Dext, Gusto, Hubdoc, etc.)
Automation Workflow Setup (AP/AR/Payroll)
Document Management System (SharePoint/Drive)
Custom Process Automation (Zapier / Make)
API Integration for Custom Data Sources
Cloud Accounting Migration