Products

Footing is a productized launch platform for Microsoft Dynamics 365 Business Central, built for small and mid-sized businesses that have outgrown QuickBooks. A traditional Business Central implementation means a consulting partner, a $30-40k project, and months of meetings. Footing productized that work: you answer a short guided intake about how your business runs, see an exact, itemized flat-fee quote online in about 90 seconds - no sales call - and go live in days on a real Business Central

Brikone is a property management SaaS platform built for property management companies and independent landlords who need more than a basic rent collection tool. Unlike most PM platforms that treat accounting as an afterthought, Brikone was built with a full double-entry general ledger and trust accounting at its core. Every rent payment, security deposit, owner distribution, and vendor bill posts to the GL automatically — no manual entries, no separate accounting software. Key features include

SiteAnchor is construction management software that centralizes operations on one platform. It offers tools for leads management, estimates, scheduling, daily logs, crew time tracking, and invoicing. A job board tracks statuses and timelines, while client portals share photos, invoices, and messages. Role-based permissions manage data access, with owners controlling financial visibility. The platform streamlines estimates and invoicing with templates, e-signatures, and one-click document convers

Universal Workflow is a cloud-based job management platform for trades and field service businesses, consolidating customer information, quoting, job tracking, purchase orders, invoicing, and financial analytics into one workflow. Operations flow seamlessly from customer inquiry to payment, with features like quote generation, job tracking, supplier order management, and invoicing. The job board and planner manage assignments, due dates, and approvals, while scheduling tools optimize workload an

InvoiceGenie Pro is a mobile-first invoicing and business management app built for contractors, freelancers, and service businesses. Create estimates and invoices in seconds, accept payments via Apple Pay, Stripe, Square, and PayPal, and get paid faster with built-in payment links and automatic reminders. The app goes beyond basic invoicing with tools built for field work: satellite measurement for square-footage quotes (lawns, driveways, roofs), crew time tracking that converts directly into i

IOLTA Trusts is trust accounting software built by a licensed CPA to manage client funds and track compliance requirements for law firms. The software features three-way reconciliation, which aligns bank statements, book balances, and per-client ledgers as required by state bar rules. It tracks deposits, disbursements, check numbers, and real-time balances per client. An immutable audit trail maintains complete transaction records. The system prevents negative balances and flags period-locked en

Almarix is document filing automation software for bookkeeping and accounting firms. It streamlines the intake, naming, sorting, and filing of documents, saving administrative time. Acting as an intake layer, it integrates with existing systems, organizing documents before they reach the books. Clients can submit documents via photo, email, portal, or scanner. Almarix automatically identifies the client, renames files per firm conventions, and organizes them in cloud storage like Google Drive, D

ServiceIQ is an AI-powered job management and field service platform for contractors, builders, and building-products companies that sell in HubSpot and deliver in the field. It connects the sales tools and the field tools, so a closed deal becomes a scheduled, staffed, and billable job with nothing re-keyed. Core capabilities: job and project management; scheduling and dispatch; crew and technician productivity; project governance for RFIs, submittals, change orders, and drawings; customer app

Taxi Cab Software is a cloud-based platform for dispatch and fleet management. It integrates reservation management, intelligent routing, billing automation, and multi-channel communication into one interface. A fare engine calculates routes and pricing, while GPS tracking monitors fleet locations. Alerts and notifications ensure regulatory compliance. The billing module automates invoices, calculates driver commissions, and generates financial reports. Driver apps include GPS navigation, trip h

DispatchNode is an AI-native field service automation platform. Its AI voice receptionist answers every call in under three seconds, operates 24/7 in 29+ languages, and handles job booking, Stripe deposit collection via SMS, and crew dispatching on the same call. Zone-aware scheduling syncs two-way with Google Calendar and Outlook with travel buffers to prevent double-booking. Features include profitability analytics, maintenance agreements with auto-scheduling, real-time GPS tracking with ETA u

Okomano is a multichannel operations platform that helps ecommerce businesses keep inventory and orders in sync across every sales channel. Connect Amazon, Shopify, Walmart, Wayfair, Rithum and other marketplaces from one centralized platform. Okomano automatically synchronizes inventory, centralizes orders and connects ERP systems like SAP Business One, shipping platforms such as ShipStation and accounting software like QuickBooks to streamline your operations. Whether you sell on one channel

X.Tax is online tax filing software for partnerships, S corporations, and C corporations. The software automates tax preparation by combining AI technology with expert support to reduce manual work and minimize errors. As an IRS-authorized electronic filing provider, X.Tax enables submission of business tax returns. The software supports Form 1065, Form 1120-S, and Form 1120. Filing extensions can be submitted through Form 7004 and Form 4868. X.Tax integrates with accounting platforms including

WaterMark Pool Service is software for running a pool service company end to end. It brings route management, water chemistry, invoicing, and offline work into one interface built for outdoor use. The chemistry engine gives dosing recommendations from pool volume and conditions, calculates the Langelier Saturation Index only when every required parameter is logged, and caps each visit at a safe maximum dose. High-contrast themes and large touch targets suit wet hands and sunlight, and the field

Median, from Median Labs at medianfi.com, is accounting and bookkeeping software for owner-led businesses and US startups. Bank, card, payroll and payment-processor accounts connect through standard integrations and map into a general ledger. Transactions are categorized and posted every business day rather than reconstructed at month end, and an assigned accountant reviews the exceptions the automation flags. On top of the ledger, Median produces financial statements and a configurable report

AutoSync HQ is shop management software for independent auto repair operations, integrating scheduling, work orders, inspections, inventory, invoicing, and accounting into a unified system accessible on desktop and mobile devices. Technicians can perform inspections, manage parts, and track vehicles directly in the bay using the mobile app. Job statuses update automatically, and declined work is saved for future reference. Parts are reserved when quoted and tracked in real-time, ensuring accurat

AccelClose builds the recurring technical accounting schedules — leases, debt, prepaids, fixed assets, intangibles and more — from your executed contracts, then posts the journal entries directly into QuickBooks Online, Xero or Dynamics 365 Business Central, or exports them as ERP-formatted files for any other general ledger, including Sage Intacct and NetSuite. AI reads the agreement and proposes the terms; a person approves them; a deterministic rules-based engine computes every amortization,

Iron Dispatch is operations management software that integrates fuel delivery, equipment rental tracking, and service operations into one system. The software addresses oilfield challenges where work outpaces paperwork, causing billing errors. Field crews and office staff use unified records to eliminate duplicate data entry and ensure accurate invoicing. The offline-first app captures fuel logs, service calls, hours, and photos, syncing when connectivity returns. This enables uninterrupted logg

TradePath HQ is an ERP platform built exclusively for independent CPG food brokerage agencies. Where generic accounting tools and spreadsheets break down, TradePath takes over — handling the commission tracking, deduction management, and promotion reporting that define the broker's day-to-day. The commission engine supports multi-rep splits and line-level calculations across every SKU, generating client-ready pay statements without manual reconciliation. The Deduction Recovery Hub ingests retai

QRC Dispatch is a transportation management system built specifically for small freight brokerages — shops running one to fifteen agents who need real software without enterprise pricing. Everything it takes to run a load lives in one place: book it, generate and email the rate confirmation, check the carrier's authority and safety data against FMCSA before you dispatch, collect PODs, generate BOLs, and invoice the customer — with factoring remit-to support built in. Upload a rate con PDF and Q

Clox is time tracking built for hourly trades and field crews: electricians, plumbers, HVAC, roofers, landscapers, general contractors, and other field teams. Workers clock in from their phones in one tap. Punches work offline and sync when signal returns, every hour is tagged to a job and task for costing, and geofenced worksites block off-site clock-ins for the crews you choose. Crews that share one device can punch with a PIN on a tablet kiosk, with an optional clock-in photo. Managers approv