Products

trillium-ai is a client engagement and retention platform purpose-built for boutique legal and accounting firms in Canada. Founded in Markham, Ontario, trillium-ai helps managing partners reclaim billable hours, prevent silent client churn, and turn satisfied clients into local Google reviews — all through a secure, compliance-first platform that keeps a human in the loop on every communication. Most boutique practices lose clients not to poor service, but to silence. trillium-ai transforms y

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

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.

BlueApe is the AI-native ERP for small and midsize distributors that run on QuickBooks. Built by a distributor: it runs the founder's own plastics distribution business today. The email is the order. An RFQ arrives as a sentence, not a form. BlueApe reads it, matches the item against your catalog (including the descriptions customers actually use), checks live inventory, applies that customer's pricing, drafts the quote and the reply, and follows up until there is an answer. A person reviews an

Your books are behind. You know it. Accounting Ketchup uses AI + human bookkeepers to clean up months (or years) of messy QuickBooks Online books — flat rate per month of catch-up, starting at $69/mo. Most cleanups done in 3–7 business days. No subscription, no hourly billing, no judgment. AI handles categorization and reconciliation in hours instead of weeks. A real person reviews everything before delivery. 500+ businesses caught up. 50–80% cheaper than a traditional CPA catch-up. Built by the

JobPulse365 is a CRM and operations platform built for home service businesses with 1 to 100 employees, across 13 trades including plumbing, HVAC, electrical, cleaning, and painting. Owners run the platform by typing what they need in plain language, and AIDA, the built in AI Digital Assistant, does the work: creating jobs, scheduling crews, building estimates, sending invoices, and replying to reviews. It covers the whole job from first call to final payment, works natively in English, Spanish,

Law Warfare is a law practice management platform built inside a working trial practice. It runs a firm's whole practice in one private system: cases and client files, leads and intake, conflict checking, calendar and court dates, e-signature fee agreements, two-way texting from the firm's own number, a secure client portal, invoicing with online card payments, trust (IOLTA) accounting and QuickBooks Online sync. Every plan includes Law Warfare Second Chair AI. It reads the case file and works

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

QuoteCrest is online quoting software that lets businesses send professional quotes clients can review, sign, and pay online, with built-in QuickBooks and Xero accounting sync.

BillBjorn is a cloud-based invoice scanning tool that uses OCR and AI to extract data from invoices and receipts and export it directly to accounting platforms such as QuickBooks Online, Xero, MYOB, Sage Accounting, and FreshBooks. It helps small businesses, accountants, and bookkeepers eliminate manual data entry and improve accuracy in bookkeeping workflows. Key Features: AI-powered invoice scanning: Automatically extracts supplier, date, total, tax, and line-item details from invoices and r

Median is accounting and bookkeeping software for owner-led businesses and US startups, from Median Labs at medianfi.com. 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 reporti

SideQuest Automation is an AI-powered order processing platform built for wholesale distributors and manufacturers using QuickBooks Online. It eliminates manual data entry by automatically reading purchase orders from Gmail, extracting order details from PDFs, scanned documents, Excel files, and handwritten POs, then matching items to your QuickBooks catalog to create draft Estimates in seconds. Using advanced AI and intelligent SKU matching, SideQuest identifies customer part numbers, validate

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

Convert Bank Statements turns PDF and scanned bank statements into import-ready Excel, CSV, QuickBooks (.QBO) and OFX files. Unlike generic OCR tools, every account is reconciled the way a bookkeeper checks it: beginning balance plus deposits minus withdrawals must equal the ending balance, so a misread digit gets flagged for review instead of silently corrupting the books. Built for bookkeepers and accountants doing catch-up and clean-up work. Multi-account statements export as separate workshe

BidTorch is quoting and field-operations software for residential trade contractors — HVAC, plumbing, electrical, insulation, roofing, remodeling, landscaping and more. It turns a site visit into a signed estimate in minutes: AI drafts the bid from the contractor's own price book and presents multi-tier good/better/best options under the contractor's own branding. When a quote goes quiet, BidTorch drafts the follow-up from that quote's details for the contractor to review and send. Quotes are e-

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

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.

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

Bug HQ is pest control and wood-destroying-organism (WDO) inspection software built for licensed California structural pest control operators (SPCB Branch 2 general pest and Branch 3 termite/WDO). Inspectors use the offline-capable field app to complete inspections section by section, with photos, property diagrams and e-signatures. Bug HQ generates the official WDO report (California 43M-41, plus NPMA-33 and the WDO forms used in AZ, FL, GA, LA, MS, NC, SC and TX), then prepares the California

Trucking & Brokerage in One TMS for Free -Brokering, Dispatching & Quoting -AI Email/File to Quote -Driver App (Tracking, Logging, Permits & More) -API Access -Track Expenses (Like Fuel, Food, Repairs, etc.) on Loads OR on their own -Tag anything, so you can get straight to the point -Chat with your Team directly within the TMS -Send messages to Drivers when needed -Multi-Currency & Currency Conversion -Mileage Calculation -E-Signatures Autosave Draft (Never Lose Your Progress!)