The short answer: choose Success.co if you want a free plan to start, a ready Zapier app and phone apps that work offline. Choose BOSS if you want scorecard numbers filled in from QuickBooks Online or Desktop and your PSA, a daily huddle board and a note-taker that joins your Teams, Zoom or Google Meet calls.
Side by side
| BOSS | Success.co | |
|---|---|---|
| Price | $9, $12 or $14 per person per month; yearly is about two months free. Volume pricing for larger teams. Note-taker add-on $40 a month per workspace | Free plan, then one paid plan: $12 per user per month for up to 25 users, less for larger teams and yearly billing |
| A 10-person team, billed monthly | $120 a month on Team, $140 on Pro | About $120 a month |
| Free plan or trial | In beta by invite; 14-day free trial when sign-ups open. Free observer and coach seats. No free plan | Free forever plan (vision, chart, checkup) and a 30-day trial |
| Methods and your own terms | Any method. Every term, meeting part and time can be renamed | Built for EOS. Renaming terms not confirmed |
| Weekly meeting with timers | Weekly meeting with a shared timer for each part | Weekly meeting with a timer |
| Daily huddle | Daily huddle board with today's numbers, checks and topics | Not found |
| Quarterly and annual planning | Quarterly and annual planning sessions, plus department sessions | Not confirmed from their help |
| One-on-ones | Quarterly conversations and two-person issue-solving sessions | Not confirmed from their help |
| Meeting notes and note-taker | Notes from the room, Teams transcripts after the call, or a live note-taker that joins Teams, Zoom or Google Meet | AI meeting summaries. No call bot described |
| AI | AI assistant for drafting, recaps and slipping numbers, included on Pro with a monthly allowance, or on your own Anthropic, OpenAI or Google key. Connector for Claude, ChatGPT and other AI apps | Ask AI, AI summaries and smart rocks; connector for outside AI tools |
| Scorecard numbers from QuickBooks | Built in: QuickBooks Online and QuickBooks Desktop fill weekly income, cash and money owed | Not found |
| Scorecard numbers from a PSA | Built in: Autotask, ConnectWise PSA, HaloPSA and Kaseya BMS fill weekly ticket numbers | Not found |
| Zapier, API and webhooks | Public REST API with workspace keys and signed webhooks for Power Automate, Make or your own scripts, plus an MCP connector for AI apps. Zapier app coming | Zapier and a public API |
| Microsoft Teams and Slack | Posts meeting starts, recaps, to-dos and Monday numbers to Teams or Slack channels, a BOSS app inside Teams, and Microsoft or Google sign-in. To-dos sync with Microsoft To Do, Asana, ClickUp and monday.com | Google and Microsoft calendars, Microsoft Teams and Slack |
| Phone app | Works in any phone browser. No app store app yet | iOS and Android apps with offline mode |
| People tools | People reviews, quarterly conversations and a three-strike record | People analyzer |
| Process documents | Core process handbook with training sign-off | Process tool |
A check means it is there. A tilde means partly, or with a catch. A dash means we could not find it on their site. Prices in US dollars, checked October 29, 2026.
Where they differ
Price
Success.co has a free plan and gets cheaper per person as the team grows. BOSS has no free plan; it is $9 to $14 per person, with volume pricing for larger teams, and planning and people tools are included from the $12 plan. Ask us for a quote.
Numbers on the scorecard
Success.co lists Zapier and an API but no QuickBooks or PSA connections. BOSS fills weekly income, cash and money owed from QuickBooks Online or Desktop, and ticket numbers from four PSAs.
Meetings and notes
BOSS adds a live daily huddle board and a note-taker that joins Teams, Zoom or Google Meet. Success.co offers AI meeting summaries.
Where Success.co is ahead
A free plan, a ready Zapier app and phone apps that work offline. Both post to Teams and Slack.
Which to pick
Pick Success.co if
- You want to start free
- A ready Zapier app and offline phone apps are must-haves
Pick BOSS if
- Your numbers live in QuickBooks Desktop or Online, or in a PSA
- You run daily huddles
- You want notes from Teams, Zoom or Meet calls captured for you
- Your team uses its own words, or a blend of methods
Sources
Questions
Does Success.co have a free plan?
Yes, a free plan with the vision, org chart and checkup, as of October 29, 2026. BOSS has no free plan.
Does Success.co connect to QuickBooks?
We could not find a QuickBooks or PSA connection on Success.co's site as of October 29, 2026. It offers Zapier and a public API.