Moneybird vs. Tellow Comparison Chart

Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.

Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.

Choose from hundreds of beautiful invoice templates to create and send custom invoices. Add a professional touch to your invoices by uploading your business logo. Add a personal touch with your own signature. Keep track of invoices on both desktop and mobile devices. Get paid instantly when using one of the supported payment gateways. Go green and avoid printing invoices on paper by emailing them directly to your customers. Creating an account is free and there is no cost for invoicing a combined total of $1000 worth of invoices every 30 days. Sign up today and start invoicing easier with Invoice Home.

WinMan ERP is an all-encompassing solution designed to manage the operational, quality, commercial, and financial processes of manufacturers and distributors. It is particularly well-suited for companies embracing Lean strategies. Supported by our UK-based in-house development and support team, WinMan ensures a consistent and seamless experience throughout your journey. Its flexibility and scalability make it an ideal choice for a wide range of industries, offering On-Premises, Cloud, and mobile solutions to suit businesses of all sizes. With over 30 years of experience, WinMan focuses on continuous improvement and innovation to help organisations streamline processes, enhance productivity, and maximise ROI. Trusted by hundreds of active users worldwide, and with offices in the UK and US, our approach prioritises understanding your unique business needs to deliver a tailored ERP solution.

Multi-Entity Cloud Accounting Software for Growing Businesses Gravity Software® is a cloud-based accounting solution designed for companies that have outgrown QuickBooks but don’t need the cost or complexity of Sage Intacct or larger ERP systems. Built natively on the Microsoft Power Platform (Dynamics 365), Gravity delivers robust multi-entity financial management with seamless integration to Microsoft 365, Power BI, Teams + Copilot — no third-party add-ons required. 🎈 Multi-entity & multi-location accounting 🎈 Automated intercompany transactions 🎈 AP automation & multi-level approvals 🎈 Real-time consolidated reporting & dashboards 🎈 Advanced analytics with Microsoft Power BI 🎈 Easy navigation from accounting to sales & service Trusted by growing companies in real estate, family offices, professional services, healthcare, hospitality, and nonprofits, Gravity helps businesses simplify complex accounting, improve cash flow, and scale with confidence.

Fixed Asset Pro is a powerful and budget-friendly fixed asset depreciation system. It gives small and mid-sized companies, organizations and their CPAs a better way to calculate depreciation and prepare the reports needed for financial, accounting, tax, and fixed asset management. * No limits to the number of assets or entities. * All the depreciation calculations you need for Book and Tax. 68 depreciation methods. 6 different books. Half-year/mid-month/mid-quarter. Bonus deprec., Section 179, and more. * Maintain your asset inventory. Track assets and depreciation throughout the entire fixed asset life cycle—from CIP to disposal. * Complete reporting for accounting, tax and management. * Continually updated for tax and accounting rule changes. Fixed Asset Pro is a full-featured depreciation system. Streamline workflow. Maintain fixed asset records over the entire asset life cycle. Maximize tax deductions. Produce up-to-date reports. Eliminate spreadsheet hassles.

Make invoicing and billing painless for your small business with FreshBooks. A top-rated invoice and accounting software for self-employed professionals and small businesses, FreshBooks offers a fast, easy, and secure way of crunching numbers so companies can focus on doing the work they love. It offers a wealth of powerful features that includes invoicing, expense tracking, time tracking, project management, payment processing, and reporting. FreshBooks also lets users work from anywhere with the Freshworks mobile app.

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.

onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction. AP Automation and Vendor Payments Solutions: Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.