Goproposal By Sage
Functionality
AML + KYC
Description
Acquired by Sage, GoProposal offers accountants a proposal solution for enhancing pricing, client engagement and compliance.
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Bio
Founded in 2016 by James Ashford, GoProposal is headquartered in Manchester, UK. The company provides accountants with a platform to create professional proposals, streamline pricing, and ensure compliance. Recently acquired by Sage Group, GoProposal continues to enhance its services for financial professionals looking to optimise client engagement and profitability.
Year Founded
2016
Locations
England
Key Market
Accounting
Features
KYC
Risk Assessments
Screening
Market Focus
Segmentation
- Enterprise
- Mid-Market
- SME
Target Markets
- Accounting
Local Group
- Practice Ignition
- Karbon
- Xama
- Firmcheck
- Proposify
Data sources and Integrations
Market Map
Strengths
- Easy to use for accountants
- Offers a free trial
Weaknesses
- A bit pricey for SMEs
- Its an add-on to their pricing software as oppose to a standalone onboarding tool.
- Very limited in AML and compliance compared to actual RegTechs
- Add-ons can increase costs, which is annoying for budget-conscious users.
Pricing
GoProposal offers four pricing tiers: Solo (£65/month), Basic (£95/month), Standard (£130/month), and Premium (£205/month). Each plan includes a 30-day free trial with various proposal limits and optional add-ons for enhanced features.
Aventine Rating
Aventine Comment
Raised
N/A
Round Details
GoProposal was acquired by Sage Group on October 5, 2021, for an undisclosed amount.
Investors
Executives
James Ashford
Founder and CEO
N/A