How scoring works

Rubrics

Criteria and what earns credit

Price for one business

1. 0: No credit for price for one business.
2. 1: A published plan covers one business, and its price sits in the top band for its kind of product.
3. 2: A published plan covers one business, and its price sits in the upper middle band for its kind.
4. 3: A published plan covers one business, and its price sits in the middle band for its kind.
5. 4: A published plan covers one business, and its price sits in the lower band for its kind.
6. 5: A free plan, or a published plan in the lowest band for its kind, covers one business.

Cost of a second business

1. 0: No credit for the cost of a second business.
2. 1: A second business needs its own full subscription at the full price.
3. 2: A second business needs a plan upgrade into a higher price band or a large add-on.
4. 3: A second business is an add-on priced below a full subscription.
5. 4: A second business is included in a mid priced or lower priced plan, or added for a small fee.
6. 5: More than one business is included at no extra charge, or a second business is free.

Price transparency

1. 0: No credit for price transparency.
2. 1: A starting price or a single plan price is shown, and the rest is quoted.
3. 2: Some plans have a published price; the rest are quote only.
4. 3: Every plan has a list price; add-on or usage costs are quoted or partial.
5. 4: Every plan has a list price, and what each plan includes and what extra users, volume or businesses cost is stated.
6. 5: Every plan and every add-on or usage tier has a published price, so the full monthly total can be worked out.

Bank feeds and reconciliation

1. 0: No credit for bank feeds and reconciliation.
2. 1: Bank transactions come in by file import only.
3. 2: Live bank feeds are listed, and reconciliation is limited or sits on a higher plan only.
4. 3: Live bank feeds and a reconciliation tool are listed on the paid plans.
5. 4: Live bank feeds, categorization rules and a reconciliation tool are listed on every paid plan.
6. 5: Live bank feeds, rule based or automatic matching and reconciliation, with reconciliation reports, on every paid plan.

Invoicing

1. 0: No credit for invoicing.
2. 1: Basic invoices that can be sent to customers.
3. 2: Invoices with online payment collection.
4. 3: Invoices with online payments, recurring invoices and payment reminders.
5. 4: Invoices with online payments, recurring billing, estimates or quotes and a customer portal.
6. 5: Everything in the level below, plus time or project billing, multi currency invoices or invoice automation, all on the entry paid plan.

Receipt capture

1. 0: No credit for receipt capture.
2. 1: Receipts can be attached to transactions by hand.
3. 2: Receipts can be photographed or uploaded through a mobile app or email inbox.
4. 3: Receipts are read automatically into amounts, dates and vendors.
5. 4: Receipts are read automatically and matched to bank transactions.
6. 5: Receipts are read, matched to bank transactions and routed through an approval or bill workflow, on the entry paid plan.

Financial reports

1. 0: No credit for financial reports.
2. 1: Profit and loss and balance sheet reports.
3. 2: Profit and loss, balance sheet and cash flow reports.
4. 3: Standard reports plus customizable reports that can be filtered and saved.
5. 4: Customizable reports plus tracking by class, location or project.
6. 5: Customizable reports, class or location tracking, budgets and multi entity or consolidated reporting.

Inventory and cost of goods

1. 0: No credit for inventory and cost of goods.
2. 1: A product and service list with no stock quantities.
3. 2: Stock quantities are tracked by item.
4. 3: Stock quantities are tracked and cost of goods sold posts to the books.
5. 4: Stock tracking, cost of goods sold, and reorder or multi location tracking.
6. 5: Stock tracking, cost of goods sold, bill of materials or recipe costing, and purchasing.

Shopify and Amazon connections

1. 0: No credit for Shopify and Amazon connections.
2. 1: Sales from online stores come in by file import.
3. 2: A connection to Shopify or Amazon is listed through a third party app.
4. 3: A native connection to Shopify or to Amazon is listed.
5. 4: Native connections to both Shopify and Amazon are listed.
6. 5: Native connections to Shopify, Amazon and further marketplaces or payment processors are listed, with fee and payout detail.

Point of sale connections

1. 0: No credit for point of sale connections.
2. 1: Sales are entered by hand or imported from a file.
3. 2: Daily sales summaries can be entered from a point of sale report.
4. 3: A native connection to one point of sale system is listed.
5. 4: Native connections to several point of sale systems are listed.
6. 5: Native connections to several point of sale systems are listed, with sales, tips and payment detail flowing to the books.

Multi currency

1. 0: No credit for multi currency.
2. 1: Foreign currency amounts can be entered by hand.
3. 2: Foreign currency invoices and bills are supported.
4. 3: Foreign currency transactions with automatic exchange rates.
5. 4: Foreign currency transactions, automatic rates and gain or loss postings.
6. 5: Foreign currency transactions, automatic rates, gain or loss postings and foreign currency bank accounts, on the entry paid plan.

Sales tax handling

1. 0: No credit for sales tax handling.
2. 1: Tax rates are entered and applied by hand.
3. 2: Tax rates are looked up and applied automatically.
4. 3: Tax is calculated automatically and sales tax reports are listed.
5. 4: Tax is calculated, reports are listed and returns can be filed through a partner or add-on.
6. 5: Tax is calculated, registrations and return filing are handled in the product.

Service scope

1. 0: No credit for service scope.
2. 1: Monthly bookkeeping and monthly financial statements.
3. 2: Monthly bookkeeping plus catch-up or cleanup of past months.
4. 3: Monthly bookkeeping, catch-up and a second service such as payables, payroll or sales tax.
5. 4: Bookkeeping, catch-up, other services and tax preparation or advisory under the same vendor.
6. 5: A named bookkeeper or team, a full service scope including tax or advisory, and a listed offer for online sellers.

Contract terms

1. 0: No credit for contract terms.
2. 1: A long commitment is required.
3. 2: An annual commitment is listed and the cancellation terms are published.
4. 3: A shorter commitment is listed, with published cancellation terms.
5. 4: Month to month billing is listed, with published cancellation terms.
6. 5: Month to month billing, cancellation at any time and published terms of service.

Customer sentiment

1. 0: No credit for customer sentiment.
2. 1: A verified review profile with a low score or a very small number of reviews.
3. 2: A verified review profile with a middling score, or a good score on a small number of reviews.
4. 3: A verified review profile with a good score on a moderate number of reviews.
5. 4: A verified review profile with a high score on a large number of reviews.
6. 5: A verified review profile with a very high score on a large number of reviews.