ERP Sync Pricing
A platform fee for your client group plus a price for each company you connect — you pay for exactly the entities you run. Every plan syncs QuickBooks Online and NetSuite into one reconciled ledger; higher plans unlock AI agents that post, close automation, and the full platform.
Reporting
One reconciled ledger across every entity
$149 /mo + $35 per company
paid yearly
or $165 + $39 per company paid quarterly
3 users
- QuickBooks Online & NetSuite general ledger sync
- Multi-entity balance sheet, P&L, trial balance, AR/AP aging
- Budget vs actual and drilldown to transactions
- ERPSYNC Excel add-in for live financial statements
- AI agents with read-only access to your books
Owners and finance leads who want multi-entity financials and Excel reporting without exports.
Talk to us about ReportingAutomation
AI agents that do the month-end close work
$450 /mo + $75 per company
paid yearly
or $495 + $85 per company paid quarterly
10 users
- Everything in Reporting
- AI agents that post to QuickBooks and NetSuite, with review-and-approve pages
- Browser connector: QuickBooks bank feed automation and bulk bank rules
- Prepaid & accrual schedules with GL matching and gap checks
- Intercompany reconciliation and chart of accounts cleanup tools
- Google and Microsoft 365 connectors, bulk attachments and PDF memos
Controllers and bookkeeping teams closing several QuickBooks or NetSuite companies every month.
Talk to us about AutomationComplete
Every ERP Sync feature, nothing to add on
$1,250 /mo + $90 per company
paid yearly
or $1,400 + $100 per company paid quarterly
Unlimited users
- Everything in Automation
- Data hub: your reconciled ledger delivered to Snowflake or BigQuery
- Document search: OCR plus AI search across every invoice and statement
- ContxOS knowledge base and workflows (full graph memory)
- All industry modules (LMN, Auto Sales, Property & Rentals)
- Weekly training for your team on building their own automations
Multi-entity groups and PE roll-ups running the whole close on ERP Sync.
Talk to us about CompleteReference pricing. Paid yearly or quarterly (about 10% more); add-ons follow the same terms. Firm volume pricing available — every plan starts with a call.
Compare plans
| Feature | Reporting | Automation | Complete |
|---|---|---|---|
| Ledger & reporting | |||
| QuickBooks Online & NetSuite GL sync (full + incremental) | |||
| Price per company connected | $35 | $75 | $90 |
| Balance sheet, P&L, P&L by class, trial balance | |||
| Budget vs actual (QuickBooks budgets) | |||
| Combined AR/AP aging across entities | |||
| Drilldown to transactions and attachments, Excel export | |||
| ERPSYNC Excel add-in (live statements, subtotals, trends) | |||
| Reporting map (alternate account names and roll-ups) | |||
| AI agents (MCP server) | |||
| Connect Claude or another MCP agent | |||
| Read GL, statements, vendors and company structure | |||
| Live QuickBooks queries and reports | Read-only | ||
| Post, update and void in QuickBooks and NetSuite | — | ||
| Review-and-approve pages for bulk changes | — | ||
| Server-side datasets and verified Excel workbooks | — | ||
| Per-user, per-feature permissions | |||
| Close automation | |||
| QuickBooks bank feed automation (bulk accept, match, undo) | — | ||
| Bulk bank rules import, audit and edit | — | ||
| Prepaid, accrual and balance-sheet reconciliation schedules | — | ||
| Intercompany reconciliation | — | ||
| Chart of accounts cleanup across entities | — | ||
| Bulk attachments and PDF memos on transactions | — | ||
| GL import for entities without a live connection | — | ||
| Documents & connectors | |||
| Document storage and page reading by AI | |||
| Google Drive & Gmail, SharePoint, OneDrive & Outlook | — | ||
| Browser connector (QuickBooks bank feeds and rules) | — | ||
| OCR plus AI search across all documents | Add-on | Add-on | |
| Data hub (Snowflake, BigQuery, Power BI, Tableau) | Add-on | Add-on | |
| Platform & support | |||
| Users | 3 | 10 | Unlimited |
| ContxOS knowledge base and workflows | — | — | |
| Industry modules (LMN, Auto Sales, Property & Rentals) | Add-on | Add-on | All included |
| QuickBooks Desktop bridge (early access) | Add-on | Add-on | Add-on |
| Guided setup and historical sync | |||
| Weekly automation training for your team | — | — | |
Add-ons
Document search
$149 / moOCR for scanned pages plus AI search across every invoice, statement and email attachment. Included in Complete.
Data hub
$1,000 / moDeliver your reconciled ledger to Snowflake or BigQuery for Power BI, Tableau or your own SQL. Included in Complete.
Industry module
$299 / mo eachLMN landscape software, Auto Sales (per-VIN dealer accounting), or Property & Rentals. All included in Complete.
QuickBooks Desktop bridge
$49 / company file / moLive read and write to QuickBooks Desktop through a Windows bridge next to QuickBooks. Early access on any plan — talk to us about joining.
CPA services
Close workflow setup
From $4,000 / companyWe document your month-end close as a runnable workflow your team operates inside ERP Sync. One-time, half up front, balance at go-live.
Closing-as-a-Service
From $3,000 / monthly closeA CPA runs or reviews the close with you, including eliminations, consolidation and technical accounting support.
Chart of accounts cleanup
From $1,000 / companyStandardize account names, numbers and types across entities, done by a CPA. One-time.
Historical GL import
QuotedLoad years of history from another system or QuickBooks Desktop so every entity reports together.
Custom automations
Quoted up frontAutomations specific to your business, scoped as a one-time fee. Improvements that help every client are on us.
Pricing questions
How is ERP Sync priced?
Per client group — one organization and the companies under it. Each plan has a platform fee plus a price for every company you connect, so you pay for exactly the entities you run. Pay yearly for the best rate, or quarterly for about 10% more. Add-ons follow the same terms.
What counts as a company?
Each QuickBooks Online company, NetSuite subsidiary, or imported entity is one company. Departments and classes inside a company are free.
I’m an accounting firm with many clients. How does that work?
Each client is its own client group, and firms can mix plans across clients. Firms with ten or more client groups get per-client volume pricing — talk to us.
Do I pay for the AI model?
You use your own Claude (or other MCP-capable) subscription for the agent. ERP Sync’s price covers the platform, the sync, and the tools the agent calls.
Is there a setup fee?
Guided setup and your historical sync are included. Close workflow setup, chart of accounts cleanup and historical imports from other systems are one-time services, quoted up front.
Can I try it first?
Yes. Book a demo and we’ll walk through ERP Sync on your own books before you commit.