Products

Time recording and billing software for UK companies, bookkeepers and professional firms, rates per person, client and activity, unbilled time to invoices posted to QuickBooks Online, client records filled from Companies House, and bank reconciliation. Browser-based, from £9 per user per month, 14-day free trial.

Five Star TMS is a web-based solution, via an easy to use application that truckers and brokers can access anytime, anywhere to keep their business organized. Manage loads and driver pay, check credit, submit invoices for factoring, and track your business. Users also benefit from IFTA reporting and integration with QuickBooks online.

Run a Call is field service management software for residential HVAC shops with 5–25 technicians. Includes dispatch, pricebook, integrations, phone estimates, invoicing, customer SMS, memberships, and a mobile app for techs. Flat $499/mo — no contracts, no per-tech fees, no ETF. US-only. QuickBooks Online + Stripe + Voice. Free trial.

Doing Work is field service software for small home service shops: plumbing, HVAC, electrical, roofing, landscaping, cleaning, painting and more. One plan costs $49 a month and covers the whole team, with unlimited users, workers, customers and jobs. It covers scheduling and dispatch, quotes with good/better/best options, invoices, card pay links, online booking, recurring jobs, job costing, On My Way texts, review requests, job photos, QuickBooks Online sync, and CSV import with Jobber and Hous

RecoverInvoice connects to QuickBooks Online, identifies overdue invoices, and drafts personalized follow-up emails using AI. You review and approve every email before it sends from your own Gmail or Outlook — not from a third-party address. When your client pays, follow-ups stop automatically. No templates. No spam. Just human-sounding emails that get you paid.

Straightedge is a $19-a-month app for owners in the trades who do the work themselves. Build the estimate on your phone at the job, text the customer a link, put the visit on the calendar with your crew, and turn the accepted estimate into the invoice without retyping. Crew logins are included at no extra charge, QuickBooks Online sync is built in, and the first 30 days are free with no card.

Bank Statement Converter turns PDF bank statements into Excel (.xlsx) and CSV files, with every transaction on its own row. Dates come out as real dates and amounts as numbers, so the file is ready to sort, total or import into QuickBooks Online or Xero. Before you download, you see the whole table in a preview. The balance check compares each row with the statement's running balance and shows which rows don't add up. Most issues come from a description that wrapped onto two lines, a row lost a

Stone Project is shop management software for stone fabricators: granite, quartz, marble, quartzite, porcelain and solid surface countertop shops. It brings CRM, quoting, scheduling, invoicing and workflow automation into one app on iOS, Android, macOS, Windows and the web. Salespeople draw the countertop with edges and cutouts and send a professional PDF quote, and every job moves from lead to quote, job, install and done on a kanban pipeline. Templating, fabrication and installation are sched

TenantPoint is commercial property management software for owner-operators running a handful of commercial properties: strip centers, neighborhood retail, medical and professional office, and mixed-use. It is built around the lease rather than the unit. Upload the signed lease. TenantPoint reads the rent schedule, CAM terms, option and notice dates, and late-fee terms, each with a citation to the page it came from. Nothing takes effect until you confirm it. The confirmed terms then drive a curr

Jag is a very powerful, all-in-one powerful and easy-to-use membership, ecommerce, donor management digital marketing solution. Jag includes the following modules for one inclusive price: Member/donor/customer management; Communications module which includes email marketing and SMS text messaging; Event management that allows you to tell sponsorships online; Ability for you and your members to post jobs, press releases, blogs, events and member-to-member deals, ecommerce shop for you and your me

YoloWorks is an AI-powered field sales and distribution management platform for FMCG, pharma, and distributor-led brands in India. Field reps plan beats, capture orders, and log outlet visits from a mobile app, online or offline. Distributors, schemes, secondary sales, and stock are managed in one system, with Invoice AI syncing invoices to Zoho Books, Tally, and QuickBooks Online. Managers get real-time dashboards on coverage, productivity, and distributor health, and AI recommendations on whic

Finbryn provides outsourced bookkeeping, month-end close, audit support, tax-preparation support and virtual CFO work for US small businesses, inside the client's own QuickBooks Online or Xero file. Bookkeeping plans are priced on a public rate card. Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation. It is not a CPA firm: Finbryn prepares the tax workpapers, and a CPA named on finbryn.com/us/team reviews and signs each return as preparer of record.

DriveGrade is shop management software for independent auto repair shops. Write estimates customers approve from their phone, turn them into repair orders and invoices, and take payments online or at the counter with a card reader. Shops get online booking, automatic reminders, customer texting, a QuickBooks integration and reporting in one place. An optional AI Receptionist answers missed and after-hours calls and books appointments into the shop's schedule. Plans start at $179/month with no co

The Pricing Assistant is self management inventory based pricing software designed to create and manage unit cost, unit prices, manage unit prices, profit margins, and send quotes. Our software is designed to make pricing simple and more efficient for daily pricing operations. The basic plans core function is markup/markdown pricing method, and more. The Pricing Assistant now integrates with QuickBooks online. Sync products/services to and from with a click of a button.

G uidedLedger delivers professional bookkeeping for small businesses at a flat $69/month, combining real human bookkeepers with smart technology in the software you already use. Unlike most bookkeeping services, GuidedLedger doesn’t lock you into proprietary tools. We work directly in your existing QuickBooks Online or Xero, or set you up at wholesale pricing. Every reconciliation is reviewed by an actual person, not just AI. Pricing is transparent and à la carte: $69/month base covers your firs

Pools Tribe is a modern, cloud-based Field Service Management (FSM) platform purpose-built for the pool service and maintenance industry. Whether you manage a single technician route or a large multi-state fleet, Pools Tribe eliminates manual paperwork, cuts fuel costs, and automates daily operations from dispatch to invoicing. Key Capabilities & Features: Intelligent Road-Aware Route Optimization: Automatically sequence daily service stops based on real-time road matrix navigation, techni

Catch CRM is an AI-powered CRM and field service management platform for home service businesses. Run leads, jobs, dispatch, invoicing, and reviews in one place. Lead management: calls, web forms, website chat, and Facebook lead ads land in one pipeline. AI Office adds an auto call dialer, a 24/7 AI texter, and Facebook AI, so new leads get called instead of going cold. Scheduling and dispatch: an online booking widget fills the calendar, the dispatch board assigns the right technician, and t

Powerful integrated solutions for art management, used worldwide by top commercial art galleries, artist studios, and collections. Artsystems makes it easy to elevate your art business. Enhance how you manage inventory, sell artwork, and oversee your sales pipeline with the online Artsystem5 database. Leverage e-commerce features, email marketing, private viewing rooms, and integrations with Artsy, QuickBooks, and Articheck. We also deliver live support and flexible subscription options.

Campbell Technology Advisors is the technology advisory arm of Campbell and Company, CPAs, P.A., and a Sage Intacct partner. We help businesses and nonprofits select, implement, and optimize financial systems, with services spanning migration, integrations, reporting, and ongoing support. Our team also works with Power BI, QuickBooks Online, Blackbaud Raiser’s Edge NXT, and Redtail CRM to connect technology with each organization’s financial and operational goals.

Optimize your business with Service Toolz, a simple cloud-based business management app for trades and field service businesses of all sizes. Its primary focuses include customer management, customized quoting, work order management with checklists, scheduling, inventory management, invoicing, payments and time tracking. A real-time automated task list allows users to stay coordinated by assigning and delegating tasks. Integrates nicely with QuickBooks Online, Twilio, and Google Calendar.