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Bookkeeper vs Advisor Client Subscriptions
Bookkeeper vs Advisor Client Subscriptions

Details about what is available in each for client selection

Michael Rodriguez avatar
Written by Michael Rodriguez
Updated over 5 months ago

Telemetry offers accounting firm subscription types that can be configured per client to increase margins.

In short, growing businesses need greater financial insights to make better, faster decisions. Advisor helps by providing additional capabilities for scaling businesses to track financials at a more strategic level.

Please note, firms have unlimited users and unlimited orgs they can create within the client management console. This table below will only address the differences between the client subscriptions types.

Subscription Capabilities

Bookkeeper

Advisor

Client Admins

1

Unlimited

Client Members

Unlimited

Unlimited

Plans

1

Unlimited

Versions

Unlimited

Unlimited

QuickBooks Online

X

X

QuickBooks Desktop

X

X

Xero

X

X

Netsuite

X

Excel

X

X

Google Sheets

X

X

Web Plans

X

X

X

Dashboards & Charts

X

X

Drill-Down Analysis

X

X

Headcount Reporting

X

Customers & Suppliers

X

X

AI Assistant

X

X

Custom Plans

X

X

Segment P&Ls

X

Variance Analysis & Reporting

X

X

Model Repository & Audits

X

X

X

Custom KPIs

X

X

Self Serve Q&A

X

X

Narratives & Memos

X

X

Drill Downs

X

X

Customers & Suppliers

X

X

2FA

X

X

SOC2

X

X

Encryption & MFA

X

X

How do I upgrade a client?

To upgrade a client to "Advisor", simply use the organization settings. In the client management console...

1. Click the three dots next to the client org, under internal owner column

2. Select "Organization Settings" from the menu

3. Click the preferred subscription type and select "update". Note prices will vary depending on your companies agreement with Telemetry.

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