Verified userLinkedIn confirmedUsed 2 or more years
Better reporting than the price implies
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
25 found this helpful
Rosa Hendricks
Head of Operations, Tidewater Marine Services
Canada·Professional services·51 to 200 employees
5.0
Dec 11, 2024
Used 1 to 2 years
Our accountant came around in a month
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
Open API available on affordable plans
Cons
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
25 found this helpful
Emilio Eriksson
Director of Finance, Tidewater Marine Services
United States·Manufacturing·11 to 50 employees
5.0
Aug 24, 2024
Verified userUsed 2 or more years
I kept waiting to find what was missing
The workflow rules are the part nobody mentions in comparisons. When an invoice goes thirty days past due it tags the customer, emails a reminder and notifies me, and I built that in about ten minutes without help. That single rule has done more for our cash flow than any conversation I have had with a client.
Pros
Client portal with card payment included
Cons
US payroll only covers a limited set of states
Ease of use
Value for money
Customer service
Functionality
25 found this helpful
Kirsten Chaudhary
People Operations Lead, Hillcrest Family Clinic
United States·Accounting·11 to 50 employees
5.0
Jun 28, 2026
Verified userUsed 1 to 2 years
I kept waiting to find what was missing
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
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
24 found this helpful
Amara Adeyemi
General Manager, Northgate Logistics
United States·Professional services·51 to 200 employees
5.0
Nov 10, 2025
Verified userUsed 6 to 12 months
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
Open API available on affordable plans
Cons
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
24 found this helpful
Olivia Schneider
Sales Director, Sandbar Hospitality
Other·Accounting·500+ employees
5.0
May 5, 2025
Verified userUsed 1 to 2 years
The automation does work I used to do by hand
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
Client portal with card payment included
Cons
US payroll only covers a limited set of states
Ease of use
Value for money
Customer service
Functionality
24 found this helpful
Wren Ortiz
Studio Director, Fairview Veterinary
United States·Real estate·51 to 200 employees
5.0
Sep 15, 2024
Verified userUsed 1 to 2 years
Multi currency without a surcharge
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
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
24 found this helpful
Genevieve Bernard
Studio Director, Cedar & Vine Interiors
United States·Manufacturing·1 to 10 employees
5.0
Aug 12, 2024
Verified userLinkedIn confirmedUsed less than 6 months
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
24 found this helpful
Quinn Kaminski
Founder, Ironwood Fabrication
Other·Healthcare·11 to 50 employees
5.0
Feb 5, 2026
Verified userUsed less than 6 months
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
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
23 found this helpful
Priya Calloway
Bookkeeper, Cedar & Vine Interiors
Canada·Hospitality·11 to 50 employees
1.0
Oct 28, 2025
Verified userUsed 2 or more years
Support answers slowly and generically
First reply took two days and asked for information I had already sent in the original ticket. The second reply was a help article link. We got there eventually and for a blocking issue during a close that was a bad week.
Pros
A genuine free plan under fifty thousand dollars of revenue
Cons
Sales tax will not solve multi state nexus alone
Ease of use
Value for money
Customer service
Functionality
23 found this helpful
Victor Kearney
Project Manager, Hillcrest Family Clinic
United States·Education·1 to 10 employees
4.0
May 10, 2025
Verified userLinkedIn confirmedUsed less than 6 months
Multi currency without a surcharge
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
Multi currency handled properly at no extra cost
Cons
US payroll only covers a limited set of states
Ease of use
Value for money
Customer service
Functionality
23 found this helpful
Noor Goodwin
Director of Finance, Prairie Rose Bakery
United States·Retail·1 to 10 employees
4.0
Jul 17, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
Free until we hit fifty thousand, then twenty dollars
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
Custom workflow rules that a non technical owner can build
Cons
Fewer US accountants know it than QuickBooks
Ease of use
Value for money
Customer service
Functionality
23 found this helpful
Kyle Chaudhary
Office Manager, Tidewater Marine Services
United States·Hospitality·51 to 200 employees
2.0
Jan 27, 2026
LinkedIn confirmedUsed 1 to 2 years
Support answers slowly and generically
Bringing four years of history across from QuickBooks took a weekend and a lot of manual correction. Opening balances came in wrong, and some vendor records duplicated. It has been solid since, and I would budget real time for the move rather than believing the import wizard.
Pros
Custom workflow rules that a non technical owner can build
Cons
Fewer US accountants know it than QuickBooks
Ease of use
Value for money
Customer service
Functionality
22 found this helpful
Renee Kaur
Director of Finance, Willow & Ash Salons
United States·Real estate·11 to 50 employees
5.0
May 8, 2025
Verified userLinkedIn confirmedUsed 2 or more years
Multi currency without a surcharge
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
Sales tax will not solve multi state nexus alone
Ease of use
Value for money
Customer service
Functionality
22 found this helpful
Nikhil Pritchard
Finance Manager, Fairview Veterinary
United States·Transport and logistics·51 to 200 employees
4.0
Sep 6, 2024
LinkedIn confirmedUsed 2 or more years
It grew with us from two people to eleven
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
Open API available on affordable plans
Cons
Sales tax will not solve multi state nexus alone
Ease of use
Value for money
Customer service
Functionality
22 found this helpful
Sofia Mercer
Controller, Beacon Legal Partners
United States·Marketing·1 to 10 employees
5.0
Feb 6, 2026
Verified userLinkedIn confirmedUsed 6 to 12 months
Better reporting than the price implies
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
The feature to price ratio is not close to anything else here
Cons
Sales tax will not solve multi state nexus alone
Ease of use
Value for money
Customer service
Functionality
21 found this helpful
Sarah Velazquez
Chief of Staff, Coastline Outfitters
United States·Transport and logistics·1 to 10 employees
5.0
Oct 8, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
The automation does work I used to do by hand
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
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
21 found this helpful
Fiona Isozaki
Director of Finance, Falcon Ridge Landscaping
Canada·Hospitality·1 to 10 employees
3.0
Jul 22, 2025
Verified userUsed 2 or more years
Great software, small US bench
Every few months I hit a feature that clearly assumes you also run Zoho CRM or Zoho Inventory. Nothing is broken, it just keeps gently suggesting the rest of the suite. If you want the whole thing that is a benefit and if you do not it is background noise.
Pros
Client portal with card payment included
Cons
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
21 found this helpful
Ingrid Ponce
Accountant, Kestrel Analytics
United States·Retail·201 to 500 employees
5.0
Feb 6, 2025
Used 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
Open API available on affordable plans
Cons
Sales tax will not solve multi state nexus alone
Ease of use
Value for money
Customer service
Functionality
21 found this helpful
Kevin Xu
Director of Finance, Lantern Creative
United States·Transport and logistics·11 to 50 employees
5.0
Feb 3, 2025
Used 2 or more 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.
United States
Canada