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Compare Sertifi vs Capdesk

What is better Sertifi or Capdesk? Finding the most effective Accounting Software product is all about cross-checking different solutions and figuring out the top software for your specific needs. Our proprietary process provides you with a fast look at the general rating of Sertifi and Capdesk. For overall quality and performance, Sertifi scored 8.3, while Capdesk scored 7.0. On the other hand, for user satisfaction, Sertifi earned 100%, while Capdesk earned N/A%.

Below you can also verify their characteristics, terms, plans, etc. to see which software will be more appropriate for your needs. One critical aspect to assess is if the application allows you to enable and disable limitations on various types of users to limit the exposure of any sensitive business data.

Right now, the best services in our Accounting Software category are: FreshBooks, NetSuite ERP, Sage 50cloud.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.3

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $150

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Streamline workflow processes and improve communication
  • Real-time updates on contracts sent via Chatter/Yammer
  • Option for customers to sign either electronically or print, sign, and fax
  • Pre-populate fields into a contract with existing data
  • Get 100% audit trail including when a contract was sent, opened, partially signed, and fully signed
  • Signed PDF version of agreement is emailed to all parties
  • Quickly respond to customer questions (conversation included within audit trail)
  • Add others into the deal conversation via email address
  • Integrate with leading applications including Conga Composer

Pricing Info

The following plans are available:

eSignatures Plan: starts at $150/month/organization

Simple solution for agreement signing and secure electronic storage for documents. Includes the following features:

  • 5 users (senders)
  • Sending unlimited documents for signature
  • Integrations with Salesforce, Newmarket International’s Delphi.fdc, Conga Composer & Drawloop’s LOOP for Salesforce
  • Customized user permission levels
  • Deal.Stream – unique collaboration feature for senders & signers
  • Custom branding
  • Shared document library
  • Full support service & onboarding training
  • Dedicated customer success manager

Closing ePayments Plan: starts at $250/month/organization

An integrated system perfect for businesses that need to gather signed agreements & secure customer payments. Includes all features from the eSignatures plan plus:

  • 1,000 payment requests/year
  • Payment gateway integrations with Merchant Link, Element, Authorize.net, Shift4 Corporation & leading billing system Zuora
  • Collect one-time, re-occurring or authorized credit card payments
  • Ability to collect ACH payments with select payment gateways

 

eAuthorizations Tool: starts at $105/month/organization

Digitize your credit card authorization process. Cards are verified & collected in a secure, PCI-compliant process.

Includes the following features:

  • Unlimited users (senders)
  • Includes 500 payment authorizations per year (tiered pricing for additional payment authorizations)
  • Cardholder’s eSignature included on all authorization forms
  • Payment gateway integrations for authorizations include Check Commerce, Merchant Link, Shift4 Corporation, and Payeezy
  • Integration with Oracle Hospitality OPERA – Integration fees apply
  • Customized user permission levels
  • Unique collaboration feature for senders and signers
  • Custom branding
  • Full support service, implementation, and onboarding training
  • Dedicated customer success manager

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Digital Alchemy, Belly, ASCAP, HomeSphere

Integrations

Sertifi offers integrations with the following business systems and applications:

  • Drawloop
  • Salesforce
  • Salesforce Billing
  • Zuora Payments
  • Infusionsoft
  • Shift4
  • Conga
  • Google Apps
  • Merchant Link
  • Microsoft Dynamics

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Sertifi is an innovative solution that reduces operating costs and enhances the customer experience by offering a convenient way to sign.

Company Email

sales@sertifi.com

Contact No.

Company's Address

350 N. LaSalle Suite 1020
Chicago, IL 60654

NOAWARDS
YET

SmartScore™

OUR SCORE 7.0

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from £600

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Employee Share Scheme Creation
  • Vesting Information Acess
  • Report Generation & Filing
  • Cap Tables
  • Investor Relationship
  • Equity Transaction Monitoring

Pricing Info

Capdesk provides three SMB and enterprise pricing plans for users to choose from. The plans are available through an annual subscription with pricing based on the number of stakeholders involved. Check out the plans below to determine which one suits your requirements:

Starter – £600/year

  • 1-10 stakeholders
  • All core features
  • Full support

Corporate – £1,200/year

  • 11-25 stakeholders
  • All core features
  • Full support

Enterprise – by quote

  • 25+ stakeholders
  • All core features
  • Dedicated account manager

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Sugru, Tab Media, Money Dashboard

Integrations

Capdesk smoothly integrates with:

  • Amazon Web Services (AWS)
  • DocuSign

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Capdesk is an efficient and flexible equity management software that makes the administration of employee private equity plans stress-free and compliant.

Company Email

sales@capdesk.com

Contact No.

Company's Address

Capdesk
1 Primrose St, Spitalfields,
London EC2A 2EX,
UK

Popular Alternatives

Product Name
Score

FreshBooks

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Online Invoicing

  • Customizing your invoice
  • Tracking Invoice Views
  • Puting Business on Auto-Pilot
  • Getting paid with deposits
  • Getting paid with credit cards
  • Customizing due dates
  • Quick discounts
  • Estimates
  • Online Payments
  • Late Payment Fees
  • Recurring Invoices & Auto Payment
  • Multi Currency & Multi Language
  • Client Portal
  • Late Payment Reminders
  • Sales Taxes
  • Client Credit
  • Track Offline Payments
  • Send Emails or Snail Mail
  • Automated Tax Circulations
  • Invoice Previews
  • Knowing when the customer has seen the invoice

Expense Tracking

  • Automatic expense import
  • Snaps
  • Tracking spending per project
  • Remember vendors
  • Tax friendly categories
  • Easy-to-read categorization
  • Attach receipts (PDF or Image)
  • Expense Report Filters
  • File import
  • Recurring Expenses
  • Assign & Rebill Expenses

Time Tracking

  • Timer
  • Team timesheets
  • Clear breakdown of the day
  • Tracking against clients and projects
  • Detailed Time entry notes
  • Automated bills for tracked hours per project
  • Project Managers
  • Track Unbilled Time
  • Different Rates for each Project
  • Generate Invoices

Projects

  • Sharing images and files
  • Collaborating with clients, contractors, and employees
  • Project due dates
  • Centralized conversations
  • Current Project overviews

Payments

  • MasterCard, Visa, and American Express
  • Quick bank deposits
  • Automatically recorded payments
  • Fees recorded as expenses
  • Single-click setup
  • Safe & secure
  • Simple payment experience

Accounting Reports & Taxes

  • Accounts Aging
  • Profit & Loss
  • Balance Sheet
  • Expense Reports
  • Item Sales
  • Sales Tax
  • Export to CSV or Excel
  • Invoice Details Reports
  • Accounts Aging Reports
  • Filters for report customization
  • Summary of outstanding revenue
  • Clear spending breakdowns

Pricing Info

FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:

  • Customize and send unlimited invoices
  • Invoice status tracking and updates
  • Automatic late payment reminders and fees
  • Easily accept online credit card payments
  • Easily add and categorize expenses
  • Track your time by project and clients
  • Clear and simple reports and dashboards
  • Work on any device – computer, tablet or mobile
  • Data that’s 100% secured and automatically backed up

These are the pricing details for each available plan:

Lite – $15/month

  • Bill up to 5 active clients

Plus – $25/month

  • Bill up to 50 active clients

Premium – $50/month

  • Bill up to 500 active clients

Note that the company also offers discounts for annual payment.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive

Integrations

FreshBooks integrates with the following business systems and applications:

  • Google Apps for Work
  • Gusto
  • OneSaas
  • Shopify
  • Stripe
  • Capsule
  • Acuity Scheduling
  • Partial.ly
  • hurdlr
  • You don’t need a CRM!
  • Yalla
  • 123 Form Builder
  • Revamp CRM
  • EazyBI
  • FUNDBOX
  • Zapier
  • HubSpot
  • Braintree
  • Solve
  • Zendesk
  • LiveChat
  • Automatic
  • MileIQ
  • ReceiptBank
  • Xpenditure
  • Wufoo
  • MailChimp
  • Authorize.net
  • PayPal
  • PAYMENTEVOLUTION
  • Basecamp
  • Citrix Podio
  • Bidsketch
  • Proposify
  • Blacktimer
  • Chrometa
  • ChronoMate
  • Hours
  • toggl
  • Avalara TrustFile
  • RightSignature

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

FreshBooks is the winner of our 2019 Best Accounting Software Award. It is a great cloud accounting app for small business that makes billing easy and effective.

Company Email

info@freshbooks.com

Contact No.

Company's Address

35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada

All the data, information and statistics that we offered in this comparison were gathered from official vendor websites, marketing resources available online, real-life experience from real customers as well as our personal direct use of every software by a professional reviewer. We pay a lot of attention to comprehensively examine every app, therefore we not only study it on our own, but we also match our findings with experiences of other users from the SaaS community.

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