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. Revoked 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 authorize read-only QuickBooks access through Intuit. No account, no password sharing.
Sajentic audits the books
14 health checks run across data quality, account quality, and payroll signals, the same review a senior bookkeeper would do by hand.
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 exactly how that is handled.
Read-only access via Intuit OAuth
Prospects connect through Intuit. We receive a scoped, read-only token and never see a username or password.
Access revoked on completion
The QuickBooks token is revoked and purged the moment the analysis finishes. We do not keep a standing connection.
Encrypted end to end
AES-256 encryption at rest for tokens and financial data, with TLS for everything in transit.
Tamper-evident audit logging
Every token event, data access, and report generation is recorded to an append-only, hash-chained audit log.
SOC 2 readiness program in progress.
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 QuickBooks Online connection. The data is encrypted, used only to generate the assessment, and then the connection is revoked and the raw data is purged. 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.
Win more clients in less time.
Sajentic turns a prospect’s QuickBooks into an instant, branded diagnostic and price quote, so you never give away unpaid scoping hours again.