Close Overview

The cockpit — close status, what needs a person, and the section-by-section health of the month.
Close in ProgressMay 2026

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
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The Value

QuantFi is better, faster, easier, and cheaper than your external accountant.

6 in 10 owners aren’t confident in their own numbers.
Accounting & finance services that are right, every time.
The industry ships your books on the 15th, or later.
QuantFi closes your books 80% faster by the 3rd.
A firm runs $3,500 to $8,000 a month, and climbing.
Cheaper than your accountant.
Slow, hands-off service is the #1 reason owners fire their accountant.
Beautiful dashboards, instant answers, nothing to manage.

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.

01

Connect

Link QuickBooks and your tools once. Tell us how your business runs.

02

Handled

Your accountant takes over the books, the close, and the reporting behind what you are owed and what you owe.

03

Ask

Ask anything about your numbers, any time. Instant answers, in plain English.

04

Approve

Approve exceptions and answer clarifications from anywhere: Slack, email, or the QuantFi app.

The math

What you pay now, and what we charge.

What you pay your accountant$5,000/mo
How long your close takes10 days
Annual revenue$6M
You pay today
$60,000/yr

And a 10-day close keeps about $164,000, 10 days of revenue, in limbo every month before you can trust the numbers.

With QuantFi · estimated
$3,100$4,600/mo

Price depends on your transaction volume and accounting complexity.

About $14,400/yr less than you pay now.

Exact rate quoted on the free call.

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.

You can ballpark it on the calculator above, and most clients land well under a firm’s monthly bill. It’s a flat monthly price, so there are no surprise hourly charges. The exact number depends on your books, so we confirm it 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. Already pay a firm? Bring your latest invoice and we’ll price under it.

Meet your accountant. Leave with a plan.

45 minutes: how your books run today, what we’d fix, and when your first close lands.