| Area | AccountingWise | Typical QuickBooks setup |
|---|---|---|
| Double-entry ledger |
✓
Built in
|
✓
Built in
|
| Cash & accrual reports |
✓
One ledger, flip anytime
|
⚠
Often one basis at a time
|
| Bank feeds |
✓
Plaid + Smart Assign
|
✓
Available (often paid tier)
|
| Online invoicing |
✓
Card & ACH, no client account
|
✓
Via payments add-on
|
| Practice management |
✓
Multi-client portal, e-sign
|
×
Separate software needed
|
| Built-in messaging |
✓
With clients & team
|
×
Email outside the books
|
| Marketplace / storefront |
✓
Sell services in-app
|
×
Not an accounting feature
|
| QuickBooks import |
✓
One-click from QBO exports
|
N/A |
Live bank feeds with Smart Assign that learns your categorization patterns
Invoices clients actually pay: card and ACH, with open-tracking
One-click QuickBooks import to migrate chart, contacts, and journal history
Cash and accrual reports from a single reconciled ledger
Isolated books per client on one login
All-client roll-ups and a Taxes tab with return status
Engagement letters with e-signatures
Role-based staff access
| Plan | Price | Best for |
|---|---|---|
| Company Silver | $31.99/mo | Small business bookkeeping |
| Company Gold | $60/mo | Full accounting suite + multi-location |
| Accounting & Tax Firm | Free | Firms with multi-client workspaces |
| Staff Accountant | Free | Firm staff seats |