FEATURES
Pricing
Bronze 50 credits - £9p/m 4000 invoices - £25 per Free with Xero or unlimited 60 credits - £26 Free with QuickBooks Streamline - Unlisted Transaction Pricing 18p credit month paid annually use $20 p/m 43p credit unlimited use Silver 100 credits - 8000 invoices - £50 per 280 credits - £90 £17p/m 17p credit month paid annually 33p credit Optimise - Unlisted Gold 200 credits - 16000 invoices - £100 per 1150 credits - £295 £32p/m 16p credit month paid annually 26p credit Platinum 500 credits - 24000 invoices - £150 per 5300 credits - £1,150 £75p/m 15p credit month paid annually 22p credit Transactions 1 credit 1 credit
Transactions with line items 2 credits No additional cost No additional cost Additional cost
Bank statements 3 credits per page N/A No additional cost N/A Additional cost
Data Extraction Type
Receipts
Billls
Credit notes
Supplier statements
PO Email in only
Sales Invoices
Bank statements
Data Submission Methods
Mobile App iOS/Android iOS/Android iOS/Android iOS/Android iOS/Android iOS/Android
Upload
Supplier portal upload
Bank statement fetching Not in UK Supplier fetching
Single page doc
Multi page doc
Multi item doc (ie. PDF) Specifiy exact page Exact split according Split per page Split per page to invoice number splits within app FEATURES
General features Choose accounts to make available for selection
Multi-currency
Supplier statement reconciliation
Purchases approval-levels
Expenses e-approval
Expenses approval-levels
Duplicate detection (items in app)
Duplicate check (items in Accounting integration)
Add missing documents to File match' Paperwork match' existing transactions (QBO/Xero)
Bank match
Missing paperwork report
Bank feeds
Mark bills as paid
Price checker
Email suppliers
Export all transactions to CSV / PDF CSV CSV, up to 300 most recent CSV
Notifications upon process Email Zapier
Merge suppliers
Intuitive suggestions for category and tax
Purchase Order Matching QB/Xero Xero
QB products & services line items
Line items Per document extraction
Per supplier extraction
Manually split into line-items FEATURES
Rules Global payment method rules
Supplier level payment rules
Supplier category / description / due date / VAT
Supplier line item category / description Based on due date / VAT description / price Supplier auto-publish
Xero tracking
QB Class / Location Customer tracking Billable Xero
Billable QBO
Accounting Integrations Xero
Xero HQ
QBO
QBD
MYOB Essentials
MYOB AccountRight
Sage50
Sage200
Sage Business Cloud Accounting
Sage Financials
FreeAgent
Kashflow
Netsuite
Clearbooks
Twinfield
Accounts iQ
Reckon One FEATURES
Other Integrations SimPRO
Dear Inventory
Airtable
Zahara
Tidy
WorkflowMax
Dropbox
Zapier Gusto
Bill.com US Only US Only US Only Box (push)
Google Drive (pull)
Google Drive (push)
Tripcatcher
SmartVault
ShareFIle
AccountsPrep
Support Knowledge base Comprehensive Limited Reasonable Comprehensive Limited (for QB Snap) Comprehensive Email
Live chat
Phone
Web form
Dedicated account manager
Dashboard Client view
Practice view FEATURES
Storage features Document storage
Amount Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited Time (with active subscription) 7 years (min) 7 years (min) Unknown 7 years (max) Unknown Up to 10 years
Data location EU Unknown Unknown Unknown Unknown Unknown
Security features 2FA
Single sign on Intuit / Sage Unavaiable Xero Unavaiable Intuit Google / Intuit
ISO 27001 (information security management) In progress Unknown Unknown Unknown Unknown
ISO 27017 (information security controls In progress Unknown Unknown Unknown Unknown Unknown in the cloud) ISO 27018 (information security controls for In progress Unknown Unknown Unknown Unknown Unknown PII in the cloud)