For bookkeepers, CPA firms, and fractional CFOs
Stop giving away hours of free analysis to every prospect.
Whether you run a bookkeeping practice, a CPA firm, or a fractional CFO desk, Sajentic connects to a prospect’s QuickBooks, audits the health of their books, and prices the cleanup in 5 minutes instead of 3 unbilled hours.
Run your next prospect free, with two free reports.
5-minute report. Read-only access. Removed when it is done.
Three steps. About five minutes.
From a prospect click to a branded report you can send, without the manual review.
Prospect clicks your link
Embed it on your site or send it directly. They connect their books securely in a couple of clicks. No account to create, no password sharing.
Sajentic audits the books
A comprehensive review of the books, the same review a senior bookkeeper would do by hand, finished in minutes.
You get the report and the price
A health score, the findings that drive it, and a cleanup estimate built from your own pricing rules. Branded and ready to send.
A branded report and a price you can send in five minutes.
Every analysis ends with more than a health score. Sajentic turns the findings into a cleanup quote and a monthly bookkeeping price. It is built from your own pricing rules, branded as yours, and ready to forward to the prospect the same day.
- Cleanup and monthly pricing, itemized from the actual findings
- Your logo, your colors, your rates, sent as your firm
- No manual write-up. Send it while the prospect is still on the phone
$500–$750 of unbilled time. Per prospect.
A 2–3 hour manual review at $250/hr is real money you never invoice. Sajentic does the same review in about five minutes.
Built for the data you are trusted with.
You are handing us a prospect’s financials. Here is how that is handled.
Read-only, authorized by the prospect
The prospect grants secure, read-only access themselves. We never see a username or password.
Access ends when the report is done
The connection is closed and the raw data removed as soon as the analysis finishes. No standing access to anyone’s books.
Encrypted end to end
Financial data is fully encrypted, in storage and in transit.
Every access is on the record
Every data access and report generation is permanently recorded. Accountability is built in.
Built for CPA firms and fractional CFOs who onboard bookkeeping and cleanup clients.
Prospect qualification
See the real state of a prospect's books before you commit a proposal or a price.
Cleanup scoping
Turn vague "the books are a mess" into specific, evidenced findings you can scope.
Pricing confidence
Quote cleanup work from data, not guesswork, using your own pricing rules.
Questions, answered.
- What is Sajentic?
- Sajentic is a books-health and pricing intelligence platform for CPA and bookkeeping firms. A firm shares a link; a prospect connects their QuickBooks Online; Sajentic assesses the books and produces a firm-branded report with a recommended price in about five minutes.
- How does the QuickBooks connection work, and is the data secure?
- The prospect authorizes a temporary, read-only QuickBooks Online connection. The data is encrypted, used only to generate the assessment, and access ends as soon as the report is done — the raw data is removed. Sajentic keeps the finished report, not the source books.
- Who is Sajentic for?
- CPA firms and bookkeeping practices that want to assess and price a prospective client’s books in minutes instead of spending hours on manual review.
Ready to price your next prospect?
Run your next prospect free, with two free reports.
Questions? sales@sajentic.com