BuddyWorkflowBuddyWorkflow
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Comparison

Everything Dubsado does for clients, plus your books.

Dubsado is a solid client-management and workflow tool, but it stops at the books — you still need separate accounting and marketing tools. BuddyWorkflow keeps your clients, contracts, invoices and full bookkeeping in one login, so month-end isn't a scramble across apps.

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What you get
BuddyWorkflow
Dubsado
Client CRM & pipeline
Yes
Yes
Contracts & e-signatures
Included — no DocuSign
Yes
Invoicing
Yes
Yes
Full bookkeeping & reports
Yes
No
Cash position & taxes
Yes
No
Marketing Analytics tracking
Yes
No
Books free forever
Yes
No
Payment fees
Card at cost, zero markup · free ACH
Uncapped % on every payment

Great client workflow — now with the books attached

Dubsado handles leads, proposals and contracts well, but the money side still lives in QuickBooks or a spreadsheet. BuddyWorkflow keeps the same client workflow and adds full bookkeeping, cash position and taxes, so a paid invoice lands in your books automatically.

One login instead of a stack

Instead of Dubsado for clients and separate tools for accounting and marketing, you run the whole business from one place — no exporting, no reconciling two systems, no paying several companies for one workflow.

Free books, honest fees

Your books are free forever. When clients pay you, bank transfers are free and cards are passed through at Stripe's exact cost with zero markup — instead of an uncapped percentage on everything you collect.

Common questions

Can BuddyWorkflow replace Dubsado?
It covers the client CRM, contracts, e-signatures and invoicing that Dubsado is known for, and adds full bookkeeping, cash, taxes and marketing analytics that Dubsado doesn't include.
Do I need a separate accounting tool?
No. Bookkeeping is built in and free forever, so paid invoices flow straight into your books without exporting to QuickBooks.
How do the payment fees compare?
Bank transfers are free, and cards are passed through at Stripe's exact cost with zero markup — versus an uncapped percentage on every payment elsewhere.

Keep the clients. Keep the books. One login.

Free forever for your books. We pass Stripe's real processing cost straight through — never marking up the rate the way others keep the spread — and Pro removes our fee entirely.

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© BuddyWorkflow — bookkeeping, CRM and marketing in one place.
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