ERP Sync Pricing

The workflow and memory layer: AI agents keep durable context across sessions and run your accounting procedures as repeatable workflows. Each seat after the first two is $10 / mo. Included in Complete.

Connect bank and card accounts through Plaid and map each one to a company and GL account. Transactions arrive in a feed your AI agent categorizes and matches, and nothing posts until you approve it on a review page. One price per client group, however many banks you connect. Included in Complete.

OCR for scanned pages plus AI search across every invoice, statement and email attachment. Included in Complete.

Deliver your reconciled ledger to Snowflake or BigQuery for Power BI, Tableau or your own SQL. Included in Complete.

Pull any Google Sheet or Drive file, or SharePoint and OneDrive files and folders, into Excel Power Query with one token.

Check requests in a spreadsheet become QuickBooks Print Later checks, printed from a calibrated queue with check numbers written back. Includes bulk payee updates from a bank check register.

Check and deposit images pulled from online banking and attached to the matching QuickBooks transactions every day. Chase and CB&T today.

Floor plan lending on AutoSoft: floored units, dealers, past due, payoffs, titles and payments, live through the AutoSoft bridge, plus VIN reports and notes written back.

Auto Sales (per-VIN dealer accounting), Property & Rentals (rent billing, payment links, tenant portal) and Rideshare fleet settlements.

Production runs costed through work in process into finished inventory, stock by location with transfers, and products created in QuickBooks. Early access; a QuickBooks Desktop version is coming. The trial becomes $299 / mo at day 90 unless you cancel in writing. Guided sessions during the trial are $200 each, and support is included once it converts. If you cancel, we export the manufacturing data kept only in ERP Sync. Included in Complete.

Read and write LMN landscape software (CRM, estimates, jobs, timesheets, invoicing) from AI agents and workflows, next to your QuickBooks books.

The ERP Sync bridge runs on the computer that hosts QuickBooks, on the Automation plan or higher. A lists-only file keeps accounts, customers, vendors and items in ERP Sync, reads transactions live from QuickBooks, and takes invoice imports from any browser or your AI agent, with no remote desktop session. It stays out of the consolidated financials and is $49 per file on yearly or quarterly billing, Complete included. A full-sync file mirrors the whole ledger, stays current through change detection, and reports with your other companies at the plan’s per-company price, with no $49 fee. The mode is set per client, and moving from lists-only to full sync is one-way. The QuickBooks computer must be on with the bridge running.

For teams without an AI-savvy person in house: we act as your in-house AI builder, building your workflows with the agent every week. ERP Sync dues are waived while you are on it.

A CPA runs or reviews the close with you, including eliminations, consolidation and technical accounting support.

We run your recurring workflows for you — weekly time and bill postings, monthly allocations, reconciliations — until your team takes them over.

Standardize account names, numbers and types across entities, done by a CPA. One-time.