Connect QuickBooks, Square, Gmail and the other apps you already use. SMB reads what changed. Nothing changes in your tools until you say so.
Every morning SMB reads what changed in the apps you connect and updates your Bestimate.
Riverbend Coffee· this morning
Square · Yesterday’s sales, $3,140
QuickBooks · 3 invoices paid, $2,340
Gusto · Payroll ran, $11,820
Shopify · 12 online bean orders
Gmail · Catering request for 40 people
Calendly · 2 catering tastings bookedBestimate updated$566,000
Save a login once in your private vault. SMB signs in only to do work you approve, and you can remove it any time.
Reorder 20 lb of espresso beans?Waiting for your OKConnecting an app lets SMB look at it. SMB can draft work for you, but it only changes something after you say yes.
SMB reads what changed in the apps you connect, to keep you up to date.
Like a month-end package for your accountant or an email to a supplier, ready for you to review.
Nothing in your tools changes until you say yes to that exact change.
A sample of the apps you can connect, grouped by the work they help with. You’ll see exactly what SMB can access before you connect one.
Ask about another appQuickBooks, Xero, Stripe and PayPal. SMB reads income, expenses, invoices, payments and payouts.
Square, Shopify and Mailchimp. SMB reads sales, orders, products and campaigns.
Gusto and ADP. SMB reads payroll, hours and team details.
Gmail, Outlook, Google Drive and Google Calendar. SMB reads only the email and files you share, plus your schedule.
Tell SMB which app you use and what you need from it.
