Fiscal Flow vs. SBT Executive Series Comparison Chart

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

11x is building the autonomous digital workforce for GTM teams to accelerate growth. With two digital workers live today, 11x helps sales, marketing, and growth teams create, qualify, and convert pipeline across every channel in one unified platform. Alice is the outbound digital worker creating demand. She runs your full outbound motion in one workflow from prospecting to enrichment to multi-channel engagement and booking meetings on autopilot. Julian is an inbound digital worker capturing demand 24/7. He handles discovery, qualifies leads, and books meetings across phone, chat, SMS, email, and WhatsApp. Inbound intent is converted into qualified pipeline instantly. Trusted by teams worldwide, from high-growth startups to large enterprises, including Xerox, UST, Gupshup, Sage, Checkr, Armanino, and Rho. Backed by a16z and Benchmark, 11x is automating GTM workflows so humans can focus on what they do best: creating, innovating, and building relationships.

GetResponse is a lifecycle automation platform for businesses that want to drive more consistent, repeatable revenue across the entire customer journey. We help you move customers from first touch to first purchase, repeat purchase, and reactivation - using email, SMS, push notifications, and lifecycle automation across every stage of the customer journey With built-in deliverability, behavioral triggers, and deep integrations, you can launch faster, reduce manual work, and turn your lifecycle into a predictable revenue system. No disconnected tools. No campaign chaos. Just one system designed to move customers forward.

8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth.

Admiral is the leading adblock revenue recovery platform for publishers and the pioneer of Visitor Relationship Management (VRM). Trusted by thousands of publishers and backed by more than a decade of recovery expertise, Admiral has helped publishers recover more than $100 million in adblock revenue across trillions of protected requests. Admiral pioneered Full Spectrum Adblock Recovery to address today's fragmented adblock landscape—from browser extensions and privacy browsers to VPNs, DNS and network-level blocking, dark traffic, and more resistant blockers. Instead of relying on a single recovery technique, Full Spectrum combines four core approaches: Full-Stack Recovery, Reinsertion, Server-side Protection, and Alternative Value Exchange. Publishers can use these approaches independently or together through Combo Recovery to maximize total adblock revenue. Full-Stack Recovery restores the publisher's complete advertising stack when possible, while reinsertion—including Acceptable Ads and proxy reinsertion—adds recovery opportunities for other blocker environments. Server-side protection extends coverage to more resistant blockers, while alternative value exchanges can convert adblocked visitors through subscriptions, registrations, email acquisition, donations, and other outcomes. Admiral's VRM platform provides the intelligence and orchestration behind Full Spectrum Recovery, enabling publishers to detect and measure blocked traffic, segment audiences, target recovery experiences, sequence offers, test approaches, and continuously optimize performance. Beyond adblock recovery, Admiral helps publishers maximize revenue recovery and revenue growth through subscriptions and paywalls, consent management, first-party data, registrations, email and social audience growth, donations, journey shaping, marketing automation, and AI-powered Visitor Copilot. One audience. Multiple recovery paths. More revenue recovered.

Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login. By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability. Key capabilities include: Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load. Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record. Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM. Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time. Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging. Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep. Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options. Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace. Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com.

Gushwork delivers a complete, done-for-you AI SEO and multi-channel lead generation service designed to get your business discovered by high-intent buyers across Google, modern AI search engines, and paid marketing channels. Traditional search engine optimization requires endless manual effort, but Gushwork automates the entire growth engine using intelligent AI agents that work continuously in the background to capture market share and convert search visibility into qualified revenue pipeline. Operating 24/7, Gushwork’s AI agents deep-dive into your specific industry, learning your offer, key value propositions, and ideal customer profile. They systematically map the exact search queries, long-tail keywords, and problem-aware prompts your target audience uses before hiring a service provider. By analyzing real-time search engine results pages (SERPs) and competitor ranking strategies, the agents identify critical content gaps where competing brands are winning traffic ahead of you. From there, Gushwork executes a comprehensive content and search strategy. The system automatically drafts and publishes highly targeted landing pages, builds high-authority backlinks, and establishes the trusted web citations that modern AI search models—including ChatGPT, Google Gemini, Perplexity, and Bing—rely on when generating recommendations. As generative search algorithms, LLM responses, and search engine guidelines evolve, Gushwork’s AI agents dynamically update and adapt your content, ensuring your brand maintains long-term search dominance and top-of-mind visibility across both traditional and conversational search engines. Beyond driving organic search traffic and multi-channel visibility, Gushwork streamlines your sales funnel. Every incoming inquiry is rigorously tracked, validated, and scrubbed of spam before it reaches your inbox. This automated lead qualification process ensures your sales team never wastes time on irrelevant submissions, receiving only high-value, marketing-qualified leads (MQLs) ready for conversion. Whether you are scaling search presence, targeting competitive organic keywords, or optimizing for generative engine optimization (GEO), Gushwork provides an end-to-end hands-off solution. Trusted by more than 1,000 growing companies worldwide, Gushwork has generated over $10 million in verified pipeline for businesses looking to scale predictably.P

Adzooma’s an award-winning digital marketing platform that helps businesses of any size grow by making online marketing easy. Our all-in-one platform helps you set up, manage, and optimize your Google, Facebook, and Microsoft advertising campaigns all in one place. By leveraging innovative machine learning and data science, our platform pinpoints what drives online business success to make sure you get the most out of your advertising campaigns. Track PPC performance and highlight over/under spend to improve your quality score, conversions, and ROI. Packed with all the tools you need to grow your business, Adzooma gives you a crystal clear view of where your online marketing is right now, then provides personalized checklists to help you drive business growth. Join thousands of business owners like you and see how we make growing your business online simple.

Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.

ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. Built with collaboration tools, it connects internal teams, partners, and clients through messaging, tasks, and approval workflows. Its low-code, AI-driven architecture allows organizations to customize processes without heavy development effort. Overall, ShareCRM helps companies boost growth by improving visibility, efficiency, and collaboration across the business.