Compare Clientish vs. Clientivity

Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.

Get a roof report for $10 in 24 hours or measure it yourself free of charge! Register for Roofr Measurements, and send an address to your dashboard. We will send you a 6-page report that includes total squares, pitch, edges, hips, valleys and ridges, flashing, flashing, and other details. We are proud of our accuracy. We can help you quote and get the job. We'll correct any error. You can measure from our satellite imagery or upload your own drone imagery and blueprints. Need some help? Roofr's experts will help you. Make stunning branding proposals that will inspire your customer to sign the contract. You can create reusable templates and calculate material quantities quickly so you stay ahead of your competition.

KonstructIQ is an innovative platform that integrates artificial intelligence to serve the needs of residential general contractors, remodeling companies, and home builders by streamlining both construction and financial management. This comprehensive tool covers the entire project lifecycle, encompassing fast and professional estimates, budgeting, invoicing, payment processing, change-order management, cost tracking, subcontractor coordination, and real-time reporting, all within a unified interface. Its estimating feature allows contractors to create precise bids swiftly, utilizing customizable cost codes and the ability to calculate markups or margins, as well as accommodating both cost-plus and fixed-price pricing models. Upon approval of an estimate, it transforms into the project budget, ensuring that every bill, invoice, or change order automatically reflects on the budget, enabling contractors to maintain precise job costing and oversight of profitability. Additionally, the platform facilitates payments to subcontractors or suppliers, supporting various methods such as ACH transactions, checks, debit and credit cards, virtual cards, or Zelle, while also enabling clients to pay invoices directly through a user-friendly portal, which accelerates cash flow significantly. This holistic approach not only simplifies administrative tasks but also enhances financial transparency for contractors, ultimately contributing to more efficient project completion.

Zahara's cloud-based platform automates budget management and suppliers. It also allows for multi-level purchase approvals, delivery approvals, and invoice reconciliation and approvals. Zahara integrates seamlessly with the most popular accounting software, such as QuickBooks Online or Xero, to provide expanding SME's with real-time visibility and central control over their purchasing. Zahara can be used for controlling spend within an organization. We can take the initial request to purchase something and automate the approval and sending the PO to the Vendor. Deliveries can be received, invoices from vendors matched and processed before being exported to finance. Zahara increases control and speeds up processing.

WEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market.

AestheticsPro is today's most comprehensive medical aesthetic software. HIPAA cloud compliant with integrated POS, targeted advertising, and results driven reporting paired with electronic charting and client portal with "book now" capabilities. AestheticsPro provides everything you need to run your medical spa business.

Wash-Dry-Fold POS is a laundromat POS system engineered by laundromat operators, built by the team running Liberty Laundry in Tulsa, Oklahoma. One platform runs wash-dry-fold, pickup and delivery, commercial accounts, and retail — every feature included, no long-term contract. Purpose-built for laundry operations rather than adapted from generic retail software: • Wash-dry-fold — order intake, weigh-in, pricing, and live status tracking • Pickup and delivery — customer accounts, scheduling, and recurring orders • Order tracking — a Kanban pipeline from drop-off to ready-for-pickup • Commercial accounts — B2B invoicing for hotels, gyms, and salons • Hardware integrations — Speed Queen / Alliance, Laundroworks, ESD, FasCard, LaundryCard machine-start and card systems • Attendant controls — role-based logins and guided task workflows • Theft prevention — audit reporting on voids, discounts, and cash variance • Repair tracking and analytics — maintenance logs plus revenue, labor, and machine-start data

P3Source is a cost-effective, and user-friendly print procurement and resale platform, meticulously designed for corporate, educational, and non-profit print buyers. P3Source also offers features for brokers, print management firms, inplants and print manufacturers to manage and resell work. Crafted by industry-savvy print enthusiasts, P3Source operates as an efficient print procurement management system, revitalizing the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry. As a project management hub, P3Source capably handles dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting. P3source's web portals tie together the supply chain. Customers can submit requests, approve projects and upload production files. Suppliers can effortlessly submit quotes, accept orders, post shipment data, and even present their invoices. This streamlined approach ensures quick, hassle-free transactions for all parties. Celebrate the future of print management with P3Source - easy, efficient, and made with you in mind.

8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.

Streamline administration and amplify training effectiveness. Arlo serves as a specialized training management system tailored for organizations in the training sector. It allows you to oversee course sign-ups, payments, website management, customer relationship management (CRM), and reporting all from a single, robust platform. Easily design courses, automate communication processes, and coordinate your training timetable along with presenters for in-person, live online, and blended learning formats. Streamline the entire registration process with customizable forms, versatile payment solutions, and intelligent invoicing. Utilize waitlists, discounts, and specific registration criteria for both private and public courses to enhance user experience. Consolidate client data, maintain relationships, and track leads in one centralized location. Monitor course effectiveness, generate customizable reports, and make strategic decisions that promote growth and success. Increase your website's traffic, enhance conversion rates, and make real-time updates seamlessly. Integrate your existing site or take advantage of Arlo's sleek, ready-to-use solution that meets modern standards. Moreover, this comprehensive system empowers training providers to focus more on delivering quality training rather than getting bogged down by administrative tasks.