We work with both QuickBooks and Xero. If you don't have either, we'll help you set up the right platform for your business as part of onboarding.
No. Onboarding is included in your monthly plan at no extra cost. There are no hidden fees, no commissions, and no surprise invoices — ever.
We'll notify you before upgrading. You can move to the next tier or stay and pay a small overage fee — your account manager will advise on the most cost-effective option for your situation.
Typical end-to-end setup takes 3–5 business days from your first call to fully running books. We connect your QuickBooks or Xero, review your current setup, and handle everything from there.
Do I need to use QuickBook or Xero?
Are there setup or onboarding fees?
What if my transaction volume exceeds my plan?
How quickly can you get started?
Frequently Asked Questions (FAQ)