Accounting Workflow System (AWS) Pricing

AWS Bookkeeping

$89Monthly
plus a $350 setup fee
AWS Bookkeeper Pipelines
AWS Bookkeeper Activity Sets (Tasks)
Automation (Up to 3 Zaps)
Digital engagement letters for PandaDoc
Includes setup and configuration of insightly including categories, pipelines, activity sets and tasks, necessary custom fields, and necessary integrations including PandaDoc, QBO or Xero, Zapier, Acuity Scheduling, Mailchimp and Gmail. An insightly Pro account is required for full features.
 

AWS Tax

$99Monthly
plus a $500 setup fee
AWS Tax Pipelines
AWS Tax Activity Sets (Tasks)
Automation (Up to 5 Zaps)
Digital engagement letters for PandaDoc
Digital Organizer
All plans include overall setup and configuration of insightly including categories, pipelines, activity sets and tasks, necessary custom fields, and necessary integrations including PandaDoc, QBO or Xero, Zapier, Acuity Scheduling, Mailchimp and Gmail. An insightly Pro account is required, a PandaDoc enterprise account, and other applications included in our Integrations List.

The mega-fine print:
Zaps are included at no additional expense. You will be responsible for all other licensing and apps including but not limited to: insightly CRM Pro Edition (required), PandaDoc (required) G Suite (preferred) or Office365, and GrooveHQ (required if knowledge base and support ticketing system add-on purchased).