SmallBiz Suite

What's new

Always getting better

When you own SmallBizSuite, new features keep arriving. Here is what has shipped recently.

  1. Install SmallBizSuite on your phone

    Add SmallBizSuite to your home screen on Android, iPhone or desktop, with shortcuts to your QR card, a new contact, a new invoice and today’s tasks. You can also delete your account yourself from Account settings at any time.

    All tiers

    Take a look

  2. Free Small Business Toolkit and a new site layout

    Seven free calculators (time value, break-even, profit margin, cash flow, ROI, loan payment and commission) with CSV download or emailed results, plus the free Business Needs Analysis. The site now has dedicated pages for how it works, who it is for, comparisons and pricing.

    Free for everyone

    Take a look

  3. Projects, Tax Prep, Content Planner, Proposals and Cash Flow

    Projects and tasks with invoicing from a project; tax prep checklists (quarterly, year-end, 1099, receipts); a content planner that never auto-posts; proposals clients can accept or decline online; and a 30/60/90-day cash flow forecast.

    Projects: all tiers. Tax Prep and Content: Team+. Proposals and Cash Flow: Commerce+

  4. Activating soon

    QuickBooks Online approved by Intuit

    Our QuickBooks Online connection passed Intuit’s production review.

    Executive

  5. Alfred’s Fit Finder

    Describe your ideal partner, member, vendor or client, then score candidates against it with a clear grade, reasons and a suggested outreach email.

    Abacus Pro and Executive

  6. Alfred’s Read and Alfred’s Short List

    Evidence-based communication profiles for your contacts so outreach matches how each person likes to be spoken to, plus a short list of 4–5 people to contact every other day.

    Short List: all tiers. Read: Solo (3/month), Team+ full

  7. Privacy Policy and License Agreement

    Plain-language privacy and license pages so you know exactly how your data is handled.

    Everyone

    Take a look

  8. Sales Pipeline and Email Sequences

    A drag-and-drop deal pipeline and follow-up email sequences you approve, with optional automatic sending.

    Team+ (auto-send: Abacus Pro+)

  9. Alfred Advisor

    Exact business calculators for every tier, and an AI business advisor chat with web research on the upper tiers.

    Calculators: all tiers. Advisor chat: Abacus Pro+

  10. Rolling out

    AI Performance Intelligence

    Estimated hours saved, a response quality score, rework rate and churn-risk alerts.

    Executive

  11. MileMarker Goals

    Set goals with milestones and track progress. Team and up add AI roadmaps, Coach Alfred, reminders, branded reports and a calendar feed.

    Solo: 1 goal. Team+: full

Try the newest version free

Every plan starts with a 7-day free trial, and every update lands in your app.

Start your 7-day free trial See pricing