Scale Your Accounting Practice

Serve 3x More Clients with AI Automation

Transform your practice with intelligent bookkeeping automation. Handle client transactions, categorization, and reporting at scale while maintaining the accuracy your clients expect.

Start Free Trial

14-Day Free Trial

Stop Turning Away Clients Due to Capacity Constraints

Every month, accounting firms turn away profitable clients because they don't have the bandwidth for manual bookkeeping work. While you're spending 80% of your time on data entry and transaction categorization, your competitors are scaling with automation. Quantinor handles the routine work so you can focus on high-value advisory services and grow your practice.

How It Works

Streamline your client onboarding and monthly close process

Onboard Clients in Minutes

Set up new client entities and securely connect their financial accounts using bank-level encryption via Plaid, Stripe, or CSV uploads. Create separate workspaces for each client with organized account structures and custom categorization rules.

Multi-client dashboard
Secure bank connections
Custom entity setup

AI Handles Transaction Processing

Watch as intelligent automation processes thousands of transactions across all your clients simultaneously. Set custom rules once per client type and let the system handle categorization, duplicate detection, and exception flagging for your review.

Bulk transaction processing
Industry-specific rules
Exception management

Deliver Professional Reports

Generate comprehensive financial statements for all clients instantly. Export to your preferred accounting software, share reports directly with clients, and maintain detailed audit trails for compliance and review purposes.

Instant report generation
QuickBooks integration
Client portal access

Multi-Client Management

Manage unlimited clients from a single dashboard. Switch between client books instantly, apply firm-wide categorization rules, and track performance across your entire practice with consolidated reporting.

Unlimited Client Entities
Unified Dashboard
Firm-wide Analytics

Intelligent Automation

Eliminate manual data entry with smart transaction processing. Our AI learns from your firm's categorization patterns and applies consistent rules across similar client types, maintaining quality while scaling operations.

Smart Pattern Recognition
Bulk Processing
Quality Assurance

Practice Performance Insights

Track your firm's efficiency with detailed analytics on processing times, client profitability, and workflow bottlenecks. Identify opportunities to optimize your service delivery and pricing models.

Efficiency Metrics
Client Profitability
Workflow Optimization

Seamless Integration

Connect with your existing accounting software stack. Export to QuickBooks, Xero, or your preferred platforms. Maintain your current client relationships while supercharging your backend operations.

QuickBooks Export
Multiple Format Support
API Integration

Client Portal & Collaboration

Provide clients with secure access to their financial data through branded portals. Enable real-time collaboration on categorization decisions and maintain transparent communication throughout the process.

Branded Client Portals
Real-time Collaboration
Secure Document Sharing

Enterprise Security & Compliance

Meet professional standards with SOC 2 compliance, audit trails, and role-based access controls. Protect your practice and clients with enterprise-grade security designed for accounting professionals.

SOC 2 Compliance
Audit Trail Management
Role-based Access

Start Automating Your Business

Join and drop bookkeeping and accounting off your to-do list

Save 90%+ your first year and up to 50% every year thereafter with annual billing

Monthly Yearly

Free

$0 /month

Features
Up to $25k annual business expenses
Profit & loss
Auto-categorization
Receipt matching
Bookkeeping
Auto-categorization
Receipt matching
Accounting
Profit & loss
Insights
Cash flow insights
Weekly insights
Revenue insights
Services and Support
Self Serve
Data access
Entity Support
Sole Prop / LLC

Pro

$35 /month

Features
Everything in Free, and
Deduction optimization
Unlimited entities
Bookkeeping
Unlimited feeds
Unlimited members
Accounting
Everything in Free
Insights
Cash flow insights
Expense insights
Services and Support
Basic Support
Entity Support
Partnership / MMLLC
S Corp

Master

$125 /month

Features
Everything in Pro, and
Balance sheet
Custom categories
Payroll reconciliation
Bookkeeping
Everything in Pro
Accounting
Everything in Pro
General ledger
Manual journal entry
Balance sheet
Accrual flexibility
Insights
Weekly insights
Revenue insights
Services and Support
Priority Support
Admin & Security
Audit log
Entity Support
C Corp

Frequently Asked Questions

Have questions about automated bookkeeping? We're here to help.

When you begin a 14-day Free Trial on the Pro or Master Plan, you get access to all paid features and the last 4 months of transaction categorization to preview your Profit and Loss and other reports.

Quantinor plans are tailored to support Business Owners at every stage:

Pro Plan ($35/month): Perfect for small businesses and startups
Master Plan ($125/month): Ideal for growing businesses with multiple entities

Both plans come with a 14-day free trial. Cancel anytime during your trial. After your trial ends, you'll be charged based on your selected billing cycle (monthly or annual).

Quantinor focuses on automating the bookkeeping and tax prep workflows for Business Owners and their Accountants. We recommend partnering with a local Accountant. Reach out to [email protected] for a list of recommended tax professionals.

To cancel your subscription go to Settings > Billing. After canceling you will continue to have access to data during your Subscription period.

You can update or pause your subscription at any time in your Billing settings. To delete your account and erase your data, reach out to [email protected].