BuddyWorkflowBuddyWorkflow
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Dubsado alternative

A Dubsado alternative with your books built in.

Shopping for a Dubsado alternative? Most keep the client workflow and leave the bookkeeping to another app. BuddyWorkflow keeps the CRM, contracts and invoicing — and adds full bookkeeping, cash position and taxes, so nothing gets exported or reconciled twice.

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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

Why switch from Dubsado

Dubsado handles leads, proposals and contracts well, but the money side still lives in QuickBooks or a spreadsheet. A better alternative keeps the same client workflow and adds full bookkeeping, so a paid invoice updates your accounts 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 double entry, no reconciling two systems at month-end.

Switching is easy

Import your clients from a CSV in minutes and keep your books free forever. Pro adds pipeline, custom branding and marketing analytics.

Common questions

Is BuddyWorkflow a good Dubsado alternative?
Yes — it covers the client CRM, contracts, e-signatures and invoicing Dubsado is known for, and adds full bookkeeping, cash, taxes and marketing analytics, with books free forever.
Can I import my Dubsado clients?
Yes. The built-in import wizard reads a CSV export so you can bring clients and history over in minutes.
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 your clients. Add your 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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