Purchase orders, sales orders and inventory arrived on Professional and covered everything we needed when we started carrying stock. I had budgeted for moving to a different product entirely at that point and did not have to.
Pros
Custom workflow rules that a non technical owner can build
Cons
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Dana Raghavan
Practice Manager, Prairie Rose Bakery
United States·Financial services·11 to 50 employees
4.0
Jan 20, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
Free until we hit fifty thousand, then twenty dollars
Our accountant pushed back hard at first because she is a QuickBooks person. She spent a month in it and now says the reporting is better. She still charges us slightly more for working outside her usual system and it is worth it.
Pros
The feature to price ratio is not close to anything else here
Cons
Fewer US accountants know it than QuickBooks
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Rachel Jimenez
Operations Manager, Vertex Machine Works
United States·Real estate·500+ employees
3.0
Dec 31, 2024
LinkedIn confirmedUsed 6 to 12 months
Sales tax covers the basics only
Sales tax tracking handles the straightforward case well. Economic nexus across a dozen states is not something it solves on its own and we ended up adding Avalara. Fine, expected at this price, worth knowing.
Pros
A genuine free plan under fifty thousand dollars of revenue
Cons
US payroll only covers a limited set of states
Ease of use
Value for money
Customer service
Functionality
Response from the vendorJan 6, 2025
Thank you for the feedback. Slow first responses are not the standard we aim for and we have shared your note with our support leadership. If your ticket is still open please reply asking for escalation and it will be routed to a senior specialist.
1 found this helpful
Freya Waterhouse
Project Manager, Trailhead Bicycles
United States·Nonprofit·1 to 10 employees
5.0
Oct 5, 2024
Verified userLinkedIn confirmedUsed 2 or more years
The client portal ended the invoice copy emails
Our accountant pushed back hard at first because she is a QuickBooks person. She spent a month in it and now says the reporting is better. She still charges us slightly more for working outside her usual system and it is worth it.
Pros
Multi currency handled properly at no extra cost
Cons
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Lionel Goldberg
Studio Director, Willow & Ash Salons
United States·Marketing·11 to 50 employees
5.0
Jul 9, 2026
Verified userUsed 2 or more years
The client portal ended the invoice copy emails
Our accountant pushed back hard at first because she is a QuickBooks person. She spent a month in it and now says the reporting is better. She still charges us slightly more for working outside her usual system and it is worth it.
Pros
Open API available on affordable plans
Cons
Support replies are slow and often generic
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Michelle Choi
Project Manager, Hillcrest Family Clinic
United States·Nonprofit·51 to 200 employees
5.0
Jun 30, 2026
Verified userLinkedIn confirmedUsed 1 to 2 years
Free until we hit fifty thousand, then twenty dollars
Our accountant pushed back hard at first because she is a QuickBooks person. She spent a month in it and now says the reporting is better. She still charges us slightly more for working outside her usual system and it is worth it.
Pros
Client portal with card payment included
Cons
Some features assume you run the wider Zoho suite
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Naomi Mahoney
Head of Operations, Tidewater Marine Services
United States·Software·11 to 50 employees
4.0
Mar 23, 2026
Verified userUsed 2 or more years
It grew with us from two people to eleven
The client portal was an accident of buying it and turned out to be the thing customers comment on. They log in, see every invoice and statement, and pay by card without emailing me for a copy. I used to spend an hour a week resending documents.
Pros
Open API available on affordable plans
Cons
Support replies are slow and often generic
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Rachel Ishikawa
Accountant, Trailhead Bicycles
United States·Financial services·11 to 50 employees
4.0
Feb 28, 2026
Verified userUsed 1 to 2 years
It grew with us from two people to eleven
The API is on the plan we already pay for, which is not true of most competitors. Our developer had our internal job system posting invoices into Books in about two days.
Pros
Client portal with card payment included
Cons
Support replies are slow and often generic
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Anika Fitzgerald
Bookkeeper, Sandbar Hospitality
United States·Financial services·51 to 200 employees
5.0
Feb 27, 2026
Used 1 to 2 years
Our accountant came around in a month
Our accountant pushed back hard at first because she is a QuickBooks person. She spent a month in it and now says the reporting is better. She still charges us slightly more for working outside her usual system and it is worth it.
Pros
Custom workflow rules that a non technical owner can build
Cons
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Jonathan Marchetti
Head of Operations, Fairview Veterinary
United States·Marketing·11 to 50 employees
3.0
Feb 5, 2026
Verified userLinkedIn confirmedUsed 6 to 12 months
Sales tax covers the basics only
Sales tax tracking handles the straightforward case well. Economic nexus across a dozen states is not something it solves on its own and we ended up adding Avalara. Fine, expected at this price, worth knowing.
Pros
Custom workflow rules that a non technical owner can build
Cons
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Alistair Grimaldi
VP of Sales, Harborline Supply
United States·Ecommerce·51 to 200 employees
5.0
Oct 19, 2025
Verified userUsed 6 to 12 months
The automation does work I used to do by hand
The client portal was an accident of buying it and turned out to be the thing customers comment on. They log in, see every invoice and statement, and pay by card without emailing me for a copy. I used to spend an hour a week resending documents.
Pros
A genuine free plan under fifty thousand dollars of revenue
Cons
Fewer US accountants know it than QuickBooks
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Emmett Castellanos
Practice Manager, Summit Physio
United States·Marketing·51 to 200 employees
4.0
Oct 11, 2025
Verified userUsed 6 to 12 months
It grew with us from two people to eleven
The client portal was an accident of buying it and turned out to be the thing customers comment on. They log in, see every invoice and statement, and pay by card without emailing me for a copy. I used to spend an hour a week resending documents.
Pros
The feature to price ratio is not close to anything else here
Cons
Some features assume you run the wider Zoho suite
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Adrian Aoki
Operations Manager, Tidewater Marine Services
United States·Financial services·11 to 50 employees
5.0
Sep 17, 2025
Used less than 6 months
The client portal ended the invoice copy emails
Purchase orders, sales orders and inventory arrived on Professional and covered everything we needed when we started carrying stock. I had budgeted for moving to a different product entirely at that point and did not have to.
Pros
Client portal with card payment included
Cons
Fewer US accountants know it than QuickBooks
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Deepa Beaumont
Sales Director, Aurora Print House
United States·Nonprofit·1 to 10 employees
5.0
Aug 20, 2025
Verified userLinkedIn confirmedUsed 2 or more years
Free until we hit fifty thousand, then twenty dollars
We came off a spreadsheet and expected to compromise somewhere. Two years in I still have not found the compromise. Bank feeds are stable, reconciliation rules learned our vendors, and the reports my accountant asks for come straight out. For twenty dollars a month I keep expecting the other shoe.
Pros
Custom workflow rules that a non technical owner can build
Cons
Sales tax will not solve multi state nexus alone
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Alistair Mahoney
Studio Director, Granite Peak Roofing
United States·Marketing·1 to 10 employees
4.0
Aug 17, 2025
Used 1 to 2 years
Our accountant came around in a month
We ran the free plan for the whole first year because we were under the revenue threshold. Not a trial, not a countdown, just free until the business was big enough to pay. When we crossed it the paid plan was twenty dollars. That is a very different experience from being pushed off a cliff at day thirty.
Pros
The feature to price ratio is not close to anything else here
Cons
US payroll only covers a limited set of states
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Bianca Ellsworth
People Operations Lead, Summit Physio
Canada·Financial services·1 to 10 employees
4.0
Aug 11, 2025
Verified userUsed 2 or more years
The automation does work I used to do by hand
The client portal was an accident of buying it and turned out to be the thing customers comment on. They log in, see every invoice and statement, and pay by card without emailing me for a copy. I used to spend an hour a week resending documents.
Pros
Custom workflow rules that a non technical owner can build
Cons
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Amelia Kirkwood
Practice Manager, Beacon Legal Partners
United States·Manufacturing·201 to 500 employees
5.0
Jul 11, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
Our accountant came around in a month
Multi currency is included rather than gated. We invoice a Toronto client in Canadian dollars and a London one in pounds, the exchange rates update automatically, and the gain and loss postings are right without me thinking about them.
Pros
A genuine free plan under fifty thousand dollars of revenue
Cons
Support replies are slow and often generic
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Heather Whitfield
Owner, Meridian Dental Group
United States·Legal·1 to 10 employees
4.0
Jun 20, 2025
Verified userUsed less than 6 months
Better reporting than the price implies
Multi currency is included rather than gated. We invoice a Toronto client in Canadian dollars and a London one in pounds, the exchange rates update automatically, and the gain and loss postings are right without me thinking about them.
Pros
Multi currency handled properly at no extra cost
Cons
Sales tax will not solve multi state nexus alone
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Devon Jefferson
Founder, Sandbar Hospitality
Canada·Manufacturing·11 to 50 employees
5.0
Jun 19, 2025
Verified userLinkedIn confirmedUsed 2 or more years
The automation does work I used to do by hand
The client portal was an accident of buying it and turned out to be the thing customers comment on. They log in, see every invoice and statement, and pay by card without emailing me for a copy. I used to spend an hour a week resending documents.
Pros
Custom workflow rules that a non technical owner can build
Cons
Sales tax will not solve multi state nexus alone
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Leonard Dashwood
Project Manager, Clearview Windows
Canada·Marketing·201 to 500 employees
4.0
May 12, 2025
LinkedIn confirmedUsed 6 to 12 months
The automation does work I used to do by hand
Our accountant pushed back hard at first because she is a QuickBooks person. She spent a month in it and now says the reporting is better. She still charges us slightly more for working outside her usual system and it is worth it.
Pros
The feature to price ratio is not close to anything else here
United States
Canada