Three ways to work with us. One fixed quote.
Every firm works differently, so instead of a rate card, you get one fixed quote after a free time audit. It comes in writing with your plan, covering scope, tools, and price, before any work starts. Pick the plan that fits how much you want to automate now, and add more later.
Starter
For firms automating their first workflow.
Fixed quoteAfter your free time audit- One workflow, such as document requests
- Written plan before work starts
- Built on QuickBooks Online or Xero
- Team walkthrough and handover
- Most flexible
Growth
For firms ready to automate several workflows.
Fixed quoteAfter your free time audit- Everything in Starter
- Several connected workflows
- One tracker your whole team can see
- Check-ins after launch
Partner
For firms that want an ongoing automation partner.
Fixed quoteAfter your free time audit- Everything in Growth
- Ongoing builds as your firm changes
- Self-hosting on AWS servers in Canada
- Custom code when no-code tools hit their limits
Included on every plan
You own the code
Once it's paid for, the code is yours, documented.
Plan in writing
Scope, tools, and price agreed up front.
Your books stay put
Built on QuickBooks Online or Xero.
Pricing questions
Why aren't prices listed?
Every firm works differently, so a price list would be a guess. After a free time audit, you get a fixed quote in writing, with what the price covers and what it doesn't, before any work starts. You decide whether to go ahead once you've seen it.
Can we start small and add more later?
Yes. You can start with one workflow on Starter, see how it works for your team, and add more when you're ready. A first workflow takes one to a few weeks, depending on scope, and each new one gets its own written plan and fixed quote.
Who owns the work?
You do: once it's paid for, the code is yours, documented and handed over. We don't charge a licence fee to keep using it, and there's no lock-in. Your team, or another developer you choose, can run and change it without us.
What if something breaks after handover?
Apps change and bank feeds disconnect, so workflows need upkeep. We agree on support in your written plan, so you know who to contact and what it costs. The code comes with documentation and is yours, so your team or another developer can also fix it.
Get your fixed quote.
Start with a free 30-minute time audit. If there's a fit, you get a written plan and a price before any work starts.