What is Quantinor?

Quantinor revolutionizes accounting practices by providing an AI-driven platform for automated bookkeeping and transaction management. Designed for accounting firms and business owners, it facilitates fast client onboarding, secure bank account connections, and the creation of custom client workspaces. The platform uses advanced machine learning algorithms to process and categorize thousands of transactions in bulk, detect duplicates, and flag exceptions for review, reducing manual effort and increasing efficiency.

Quantinor supports instant generation of professional financial reports, easy export to popular accounting tools like QuickBooks, and transparent client collaboration through secure portals. With robust enterprise security measures, audit trail management, and SOC 2 compliance, users maintain data integrity while optimizing their practice's performance through real-time analytics and workflow insights. Its flexible pricing tiers cater to various business needs, from startups to enterprises managing multiple entities.

Features

AI Transaction Processing: Processes and categorizes thousands of transactions using intelligent automation.
Custom Categorization Rules: Allows firms to set tailored rules for each client or entity.
Exception Management: Flags duplicate or anomalous transactions for manual review.
Automated Financial Reporting: Instantly generates and exports comprehensive financial statements.
Multi-Client Dashboard: Manage unlimited clients and apply firm-wide rules from a unified interface.
Pattern Recognition: Learns categorization habits for consistent bookkeeping quality.
Workflow Analytics: Provides insights into processing times, client profitability, and performance.
Seamless Integration: Exports data to accounting software like QuickBooks and Xero.
Client Portals: Offers secure real-time collaboration and document sharing.
Enterprise Security: SOC 2 compliance, audit logs, and role-based access controls.

Use Cases

Automating transaction categorization for accounting practices managing multiple clients.
Generating financial reports quickly for periodic client reviews.
Scaling bookkeeping capacity without increasing headcount.
Providing clients with secure, collaborative portals to review financial data.
Reducing time spent on manual data entry and improving reporting accuracy.
Integrating new clients with minimal onboarding time.
Optimizing workflow efficiency with real-time practice performance analytics.

FAQs

What's included in the 14-day free trial?

During the 14-day free trial on the Pro or Master Plan, users have access to all paid features, including the last 4 months of transaction categorization and the ability to preview profit and loss and other reports.
How does Quantinor's subscription pricing work?

Quantinor offers monthly and annual subscription plans tailored to different business stages, with a free plan, a Pro plan at $35/month, and a Master plan at $125/month. Both paid plans come with a 14-day free trial and can be canceled anytime during the trial period.
Does Quantinor provide tax services?

Quantinor focuses on automating bookkeeping and tax preparation workflows but does not provide direct tax services. Users are encouraged to partner with a local accountant for tax services.
How can I cancel or pause my subscription?

To cancel a subscription, users can navigate to Settings > Billing within the platform. Account access continues until the end of the subscription period after cancellation.