For bookkeepers, CPA firms, and fractional CFOs
Stop giving away hours of free analysis to every prospect.
Whether you run a bookkeeping practice, a CPA firm, or a fractional CFO desk, Sajentic connects to a prospect’s QuickBooks, audits the health of their books, and prices the cleanup in 5 minutes instead of 3 unbilled hours.
Run your next prospect free, with two free reports.
5-minute report. Read-only access. Revoked when it is done.
Three steps. About five minutes.
From a prospect click to a branded report you can send, without the manual review.
Prospect clicks your link
Embed it on your site or send it directly. They authorize read-only QuickBooks access through Intuit. No account, no password sharing.
Sajentic audits the books
14 health checks run across data quality, account quality, and payroll signals, the same review a senior bookkeeper would do by hand.
You get the report and the price
A health score, the findings that drive it, and a cleanup estimate built from your own pricing rules. Branded and ready to send.
$500–$750 of unbilled time. Per prospect.
A 2–3 hour manual review at $250/hr is real money you never invoice. Sajentic does the same review in about five minutes.
Built for the data you are trusted with.
You are handing us a prospect’s financials. Here is exactly how that is handled.
Read-only access via Intuit OAuth
Prospects connect through Intuit. We receive a scoped, read-only token and never see a username or password.
Access revoked on completion
The QuickBooks token is revoked and purged the moment the analysis finishes. We do not keep a standing connection.
Encrypted end to end
AES-256 encryption at rest for tokens and financial data, with TLS for everything in transit.
Tamper-evident audit logging
Every token event, data access, and report generation is recorded to an append-only, hash-chained audit log.
SOC 2 readiness program in progress.
Built for CPA firms and fractional CFOs who onboard bookkeeping and cleanup clients.
Prospect qualification
See the real state of a prospect's books before you commit a proposal or a price.
Cleanup scoping
Turn vague "the books are a mess" into specific, evidenced findings you can scope.
Pricing confidence
Quote cleanup work from data, not guesswork, using your own pricing rules.
We are taking only 10 Founding Partners.
A small group of firms who help shape Sajentic and go on the record as early believers. Founding Partners pay, because a paying reference is the real proof, and they lock the best rate we will ever offer.
What you get
- 50% off for life, locked while you stay active
- A direct line to the founder
- Early access to every new release
- Founding Partner status
What we ask
- Use it on real prospects
- Give us a testimonial
- Make two intros to peer firms
Ask about a Founding Partner slot when you join.
Win more clients in less time.
Sajentic turns a prospect’s QuickBooks into an instant, branded diagnostic and price quote, so you never give away unpaid scoping hours again.