Pricing
A setup fee and a monthly fee
Both depend on how complex your business is. We discuss it with you, then quote before anything starts. No surprise meters.
Setup fee
Get the model standing
One timeA setup fee to connect your systems, clean history where needed, and stand up your company model. Locations, people, vendors, and accounts matched and verified.
- Systems review and setup
- Connections and historical cleanup
- Official records matched and verified
- Quoted after we understand your stack
Monthly fee
Keep it running
OngoingA monthly fee for ongoing access to Sourcebook. New months land clean. Exceptions surface clearly. Your numbers stay ready to use.
- Imports kept clean and matched
- New systems and locations as you grow
- Support when the numbers matter
- Cancel with notice. Your data stays yours.
How we scope
Four things set the number
Setup and monthly both move with these. You know both numbers before anything starts.
Locations & entities
How many stores, sites, or legal entities you bring into one picture.
Data sources
The systems you connect: accounting, payroll, POS, inventory, HR, and the rest.
How often you refresh
Monthly close, weekly ops, or something tighter.
State of the books
How much history you bring in on day one. Messy is fine. It is priced, not punished.
Fair questions
Why don’t you list dollar amounts?
There is a setup fee and a monthly fee. Both depend on complexity: how many locations and entities you have, which systems you run, how often you refresh, and how much history you bring in. We walk through that with you and quote before anything starts.
Does this replace our bookkeeper?
No. It makes them faster. They keep the books. Sourcebook makes everything feeding those books agree.
How fast can we be up?
Most businesses go from first call to a working company database in weeks. The scoping call gives you a real timeline and the two numbers.
One call. Two numbers.
Thirty minutes to map your systems. Then a setup fee and a monthly fee scoped to your business.