AI coworker for month-end close in QuickBooks Online
Stage
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Founded
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Pricing model
Free trial
Freemium
Pricing
Free 14-day trial available. Paid subscriptions offered as recurring subscriptions with pricing shown at checkout.
Starter: free forever for 1 client. Basic: $149/month (includes up to 4 companies) or $1,788/year. Advanced: $299/month (includes up to 15 companies) or $3,588/year. Extra companies: $25/month or $300/year each. Tax Seat: $60/month per login (4 tax clients included, $5/mo per extra). 7-day free tria
Key features
Create professional quotes with line items, pricing, tax, discounts, deposits, and expiration dates
Track when customers view quotes
Convert approved quotes to invoices
Automate payment reminders
Track outstanding and overdue invoices
QuickBooks sync for invoice and payment status
Quote-to-cash workflow view
Mobile access for quote creation and management
Close Command Center with live auto-status for multiple clients
Bank Feed Agent that categorizes transactions with confidence scores