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What is Smarty Software?

Smarty is an advanced all-in-one business platform that combines AI automation with essential growth tools to help entrepreneurs and small teams operate more efficiently. It enables users to automate key processes such as lead follow-ups, client communication, bookings, and customer support through AI-powered voice and messaging systems. The platform brings together multiple business functions, including CRM, content creation, scheduling, funnels, and SEO tools, into a single, easy-to-use dashboard. This eliminates the need for multiple disconnected tools and reduces the time spent managing different systems. Smarty’s AI capabilities handle repetitive and time-consuming tasks, allowing users to focus on higher-value activities like closing deals and building relationships. The platform also includes features such as course and membership builders, unified inboxes, and customizable booking systems. Each user is supported by a dedicated account manager who assists with setup, strategy, and ongoing optimization, ensuring a smooth experience. Smarty is designed to be accessible to users of all technical levels, making it easy to implement and use. Its integrated approach allows businesses to scale operations without adding complexity or increasing overhead. The platform also supports marketing and lead generation through automated campaigns and content tools. By combining automation, communication, and growth features, Smarty helps businesses improve efficiency and revenue potential. It continuously evolves with AI-driven enhancements to stay relevant in a fast-changing digital landscape. Ultimately, Smarty empowers businesses to work less, close more deals, and grow smarter.

What is Fiscal Flow?

Fiscal Flow is a specialized accounting growth platform that helps accountants and CPA firms scale using fully automated marketing systems. It is designed to make firm growth predictable by replacing guesswork with repeatable, data-driven processes. Fiscal Flow focuses on organic visibility, helping firms get found online without paying for ongoing Google Ads. Its AI-powered lead response system instantly follows up on missed calls, texts prospects, and books appointments around the clock. The platform includes a CRM that visualizes cash flow and pipeline movement, eliminating lost leads and messy spreadsheets. Old prospect lists can be uploaded and automatically re-engaged, often converting dormant enquiries into high-value clients. Automated calendar booking removes scheduling friction and dramatically reduces admin time. Reputation management tools request reviews at optimal moments to boost SEO and trust. Social media automation simplifies brand building with bulk scheduling and centralized management. Fiscal Flow is built to run in the background with little technical input from the firm. By systemizing lead generation, follow-up, and conversion, it enables accountants to grow sustainably without increasing workload. The result is a scalable, predictable growth engine tailored specifically for accounting professionals.

Media

Media

No images available

Integrations Supported

AtClose
Facebook
FuelPHP
Google Analytics
Google Calendar
Hotjar
LinkedIn
PayPal
WebMaxy Analyzer
WebMaxy Survey

Integrations Supported

AtClose
Facebook
FuelPHP
Google Analytics
Google Calendar
Hotjar
LinkedIn
PayPal
WebMaxy Analyzer
WebMaxy Survey

API Availability

Has API

API Availability

Has API

Pricing Information

£349/month
Free Trial Offered?
Free Version

Pricing Information

$197/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Smarty Software

Date Founded

2013

Company Location

United Kingdom

Company Website

smartysoftware.co.uk

Company Facts

Organization Name

Fiscal Flow

Date Founded

2024

Company Location

United Kingdom

Company Website

fiscalflow.uk

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Categories and Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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