Connect
Link QuickBooks and your tools once. Tell us how your business runs.
Led by expertise. Powered by technology.
Your accounting, done for you.
QuantFi is a finance and accounting firm for service businesses, agencies, and consultancies.
Tell us about your business. No commitment.
May closeTies out
Bank reconciliation✓
Revenue recognized$84,200.00
Contractor accruals$31,450.00
Journal entriesHeld for you
✓Net income, to the cent
$47,900.00
AR review, needs you
Built by operators from
Barclays
Credit Suisse
PwC
LinkedIn
Expedia
Pilot
BarclaysCredit SuissePwCLinkedInExpediaPilotThe problem
Your financials arrive late and say nothing.
You can’t tell which clients lose you money.
You see profit by client and project, every month.
Cash is feeling tighter than it should.
Cash flow is visible weeks before it bites.
You’re forced to make decisions off old and unclear information.
You decide with clear, fresh financials, closed in days.
Who we serve
Built for how service firms
make money.
Our services
Agency finances are complex. Let QuantFi help.
How it works
Switching takes an afternoon.
Handled
Your accountant takes over the books, the close, and the reporting behind what you are owed and what you owe.
Ask
Ask anything about your numbers, any time. Instant answers, in plain English.
Approve
Approve exceptions and answer clarifications from anywhere: Slack, email, or the QuantFi app.
The math
See what slow books cost you.
What you pay your accountant$5,000/mo
How long your close takes10 days
Annual revenue$6M
$60,000/yr
is what your books cost you today. And a 10-day close keeps about $164,000, 10 days of revenue, in limbo every month before you can trust the numbers.
Frequently asked questions
Your books and your month-end close, start to finish: bookkeeping, reconciliations, accruals, and a clean close, plus board-ready reports and the numbers behind receivables and payables — what you’re owed, what you owe, and what to do about it. We prepare everything; you stay in control of sending invoices and paying bills.
No. Your books stay in your QuickBooks, and we plug into the tools you already use.
A dedicated human owns your account; our software does the grunt work so they’re faster and never miss. You approve — nothing posts until you say so.
Usually under 45 minutes to connect your systems, sometimes an afternoon if your data needs cleaning. We manage the handoff from your current firm — no technical knowledge needed, onboarding is white-glove.
We keep your books clean and tax-ready and hand your CPA a tidy year-end package. We don’t file returns.
It depends on your books, so we quote you on the first call. The big drivers are transaction volume, how many entities and billing models you run, and how much reporting you want. We price against a firm or a fractional hire, not another software seat.
Meet your accountant. Leave with a plan.
45 minutes: how your books run today, what we’d fix, and when your first close lands.