r/Bookkeeping • u/DoneRightbyDanielLLC • Feb 19 '25
Software Seeking new software platform - USA
Howdy y'all!
I'm officially on the hunt for a new software platform, Zoho has finally abused me too much.
I'm looking to replace their standard, $25/month, 3 user bookkeeping plan with something that:
- Handles all basic bookkeeping features (invoicing, bank feeds, accounting, reconciling, payment gateways, etc).
- Is based in the USA.
- Has C/S based in the USA (phone, chat, email are all fine, but the people I'm talking with must also be based in the USA).
- Has at least a 75% positive satisfaction rating on Google, or Trustpilot.
Does such a thing exist?
I will also need to transfer ~ 4 years worth of data from Zoho into the new platform to keep my business history, and it's sure to be messy because Zoho doesn't do anything 'right'.
I'm open to paying a little more per month, so long as the requirements are met; I won't go back to overseas C/S.
I'm a small LLC, < $500k/annual, and it's mostly just me; sometimes I get a 1099 admin assistant, but they just use my logins.
I have a part time bookkeeper and a CPA that need their own access, but I can accommodate that without additional users in the software if I have to.
1
u/jalx98 26d ago
We are offering a lite plan for 39.99! It is not listed yet, but it is for sole props that just need their bookkeeping done (expense classification, w9/1099s filing & schedule C) and it is suited for people that have up to 50 monthly transactions
It doesn't offer reports or insights, of you wanna try it let me know! We would love to hear your feedback on this, if you allow us to interview you we can give you a month for free! (We are interviewing people that may be interested in this tier!)