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An affordable option with an extensive feaure set.

***Prices are paid monthly. Annual plans are available for a discount.

An affordable option with an extensive feaure set.

***Prices are paid monthly. Annual plans are available for a discount.

Companion
(basic inventory)
  • Sales orders.
  • Assemblies.
  • Best-in-class QuickBooks integration.
  • 2 users included. $25 each additional user.
$6495/month
Plus
(top pick)
  • Unlimited locations.
  • Serial/lot tracking.
  • Barcoding.
  • 3 users included. $25 each additional user.
$12995/month
BEST VALUE
Pro
(advanced automation)
  • Job costing.
  • Advanced manufacturing.
  • Customer portal.
  • 5 users included. $25 each additional user.
$17995/month
Companion
(basic inventory)
  • Sales orders.
  • Assemblies.
  • Best-in-class QuickBooks integration.
  • 2 users included. $25 each additional user.
$6495/month
Plus
(top pick)
  • Unlimited locations.
  • Serial/lot tracking.
  • Barcoding.
  • 3 users included. $25 each additional user.
$12995/month
BEST VALUE
Pro
(advanced automation)
  • Job costing.
  • Advanced manufacturing.
  • Customer portal.
  • 5 users included. $25 each additional user.
$17995/month
Detailed Feature Comparison
General
Companion
Plus
Pro
Users Included
2 users
$25/additional
3 users
$25/additional
5 users
$25/additional
FIFO, LIFO, Weighted Average Valuation Options
Multi-currency
Document management
Number of items/SKUs
Unlimited
Unlimited
Unlimited
Enhanced alerts and in-app notifications
Add logos to forms
Customizable form headers/footers
Customizable transaction numbering
Mobile support | iPad, iPhone
Native iPhone/iPad app
Bulk editing (capabilities vary by plan)
Customizable form templates
Import for sales orders/sales receipts
Custom fields
1
3
Unlimited
Flag/star objects on lists
Calendar overview
Customizable dashboard
Flexible edit pages with insert/reorder/copy lines
Tutorial videos and how-to guides
Reconciliation of journal entries
Prioritize transactions
Transaction staging
Customer portal
Rule-based Order Processing
Integration with QuickBooks Online
Companion
Plus
Pro
Transaction-level integration
Automatic synchronizations
Manual synchronizations
Class tracking
Property tracking
Sales taxes
Global Taxes (e.g., GST, VAT)
Enter orders in QuickBooks Online or in SOS
Retrieve QuickBooks Online mobile app orders
Sync of custom fields
Compatible with QuickBooks Essentials, Plus or Advanced plan levels
Purchasing
Companion
Plus
Pro
Purchase orders
Generate POs based on stock levels
Item receipts
Partial receiving
Receive multiple POs from same vendor on one item receipt
Blanket POs
Multiple vendors per item
Returns to vendors
Inventory
Companion
Plus
Pro
Locations
1
Unlimited
Unlimited
Kits (item groups)
Item analysis
Cycle counting
Inventory adjustments
Pictures of items
Serial numbers (serialized inventory)
Lot numbers (batches)
Bin tracking
Barcoding in multiple formats
Units of measure on all transactions
Inventory transfers with shipping
Item variants
Calculate reorder points from historical data
Landed costs
Fulfillment
Companion
Plus
Pro
Backorder management
Packing slips
Bills of lading
Shipments
Partial shipments
Ship multiple sales orders for same customer
Drop shipments
UPS shipping integration
Pick tickets
Sales
Companion
Plus
Pro
Sales orders
Estimates/quotes
Invoices
Merge multiple invoices for same customer
Sales receipts
Sales reps restricted to customers/sales
Commission reports
Note system for customer service reps
Returns
Credit memos
Credit holds on customers
Sub-customers with parent billing
External connections allowed ($25 USD per month per connection)
1
2
3
ShipStation integration
Rentals and consignments
Contract pricing
Price levels
"Cost plus" pricing
Manufacturing
Companion
Plus
Pro
Assemblies
BOM levels
Unlimited
Unlimited
Unlimited
Auto-build on shipment
Contract manufacturing
Job tracking
Job cost accounting
Work orders
Work centers
Work-in-progress (WIP)
Process manufacturing
Variable-yield manufacturing
Labor tracking
Overhead (e.g., indirect labor)
Support
Companion
Plus
Pro
Email support
Phone support
Priority support
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