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Traction Complete Testimonials

  • "Our business uses an account-based selling model so matching leads to existing accounts and assigning leads to owners is a crucial step whenever a lead is created."

    James MaddisonPrincipal Business System Analyst

  • "Seeing deals on the account, which reps may not have been aware of, increases their understanding of current relationships. It may be an account they do not personally own but they can see that other reps have been successful in this branch of the family tree. This gives an opportunity for synergy which we have not seen before."

    Jim MaddisonPrincipal Business System Analyst
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    Bookkeep is the best-in-class provider of summarized financial automation and deposit reconciliation for ecommerce, retail, restaurant, and cannabis businesses. Bookkeep automates the time-consuming, complex process of posting daily financials from multiple sales channels to accounting systems like QuickBooks, Xero, Sage Intacct, and NetSuite. The platform integrates with more than 50 sales, ecommerce and payment channels such as PayPal, Square, Shopify, Amazon Seller, Squarespace, Stripe, and many more. Bookkeep also supports complete US sales tax automation, from setting funds aside daily to filing and payment. Its automation saves accountants and bookkeepers at least 20 hours per month per client.

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    Customer References66 total
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    Canopy is building sophisticated, cloud-based software to make resolving IRS collections easier on tax professionals and their clients. It allows effortless gathering of client information and documents, robust tax analytics, auto-completion of tax forms, and more.

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    4.7 / 5.0
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    M3 is the best back-office hosted software solution provider for the Hospitality Industry. They provide accounting, business intelligence, and payroll solutions across all brands and independent hotels in the U.S. and Canada. Their enterprise-level solution allows franchisees access to their financial and operating information in real-time with user-friendly reports. Their clients are able to reduce overhead and labor by leveraging Their solutions to remain competitive in the industry.

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