Pricing That Reflects Real Business Needs
We've structured our services around how businesses actually grow and manage their finances. No tricks, no surprises—just straightforward support that adapts to where you are right now.
Essential
For businesses starting to organize their finances properly. You'll get the basics done right.
- Monthly financial statements and summaries
- Transaction categorization and tracking
- Basic expense monitoring tools
- Email support within 48 hours
- Quarterly review sessions
- Up to 200 monthly transactions
Professional
When you need deeper insights and more hands-on support. This is where most growing businesses find their fit.
- Everything in Essential, plus:
- Weekly financial reports and analysis
- Cash flow forecasting and planning
- Custom budget creation and monitoring
- Priority email and phone support
- Monthly strategy consultations
- Up to 500 monthly transactions
- Multi-account management
Business
Built for businesses with complex finances who need comprehensive management and strategic planning.
- Everything in Professional, plus:
- Daily financial dashboards
- Advanced forecasting models
- Dedicated account manager
- Same-day priority support
- Bi-weekly strategy sessions
- Unlimited transactions
- Multi-entity support
- Custom reporting and integrations
What Actually Sets These Plans Apart
Response Time Matters
Essential gets you answers within two days. Professional brings that down to same-day responses. Business tier? Your dedicated manager is basically on speed dial.
The Forecasting Difference
Essential keeps track of what's happening. Professional shows you what's likely coming. Business builds complex models that account for multiple scenarios and variables.
Transaction Volume Reality
We cap Essential at 200 transactions because that's where manual tracking becomes unwieldy. Professional handles 500 before you'd benefit from the unlimited processing power of Business.
Real Experience From Someone Using It
Moving from spreadsheets to quarionex felt like a massive step, but honestly, it's been one of those decisions that pays off every single week. The visibility into where money actually goes has helped us make better choices as a business. We started with Professional and haven't looked back.
What You're Actually Paying For
Foundation: Accurate Information
Every plan starts here. We make sure your numbers are correct, categorized properly, and accessible when you need them. You can't make good decisions with bad data—so this is non-negotiable across all tiers.
Middle Layer: Strategic Insight
Professional and Business plans add interpretation. Not just what happened, but what it means for your next quarter. This is where financial management becomes business strategy instead of just record-keeping.
Top Tier: Proactive Partnership
Business plan clients get someone who knows their numbers as well as they do. When you're making a significant decision, you've got a partner who can model the financial implications in real-time.
Questions We Get About Pricing
Can I switch plans mid-contract?
Absolutely. Most clients move up as they grow. We handle the transition and pro-rate the difference. Takes about 48 hours to migrate everything over.
What happens if I exceed my transaction limit?
We'll reach out before you hit the cap. You can either upgrade to the next tier or pay $0.50 per additional transaction. Most businesses find upgrading makes more financial sense.
Are there setup fees?
No setup fees for any plan. We do charge for historical data migration beyond 12 months—that's $150 per additional year if you need it.
What's included in support?
Essential gets email support. Professional adds phone access. Business gets a dedicated manager who knows your business intimately. Response times vary by tier as outlined above.
How does annual billing work?
Pay annually and we discount by 15% across all tiers. That's basically two months free. Most established businesses opt for this once they've been with us for a quarter.
Can I add team members?
Essential includes two users. Professional gives you five. Business is unlimited. Additional users on Essential or Professional run $25/month each.
Ready To Get Your Finances Organized?
We typically onboard new clients within one week of initial contact. First month is about getting everything set up properly—after that, you'll wonder how you managed before.
Schedule A Consultation