Every quote Sajentic produces is calculated directly from the pricing rules you configure. Set them up before sharing your portal so the first review generates a meaningful proposal.
Open Pricing settings
Go to Pricing settings. Pricing has two tabs: Monthly Rate, where you set the per-client monthly rate, and Cleanup, which previews how that rate turns into a cleanup quote.
What you can configure
- Base monthly rate: your standard monthly bookkeeping fee, which anchors the monthly management quote.
- Transaction volume, bank and card accounts, and revenue: optional add-ons to the base rate. Transactions are the client's bank and credit card transactions: the lines posted to their bank and credit card accounts, averaged over the 12 most recent months that have any. Months with nothing posted are left out, so books that are behind are not mistaken for a quiet business.
- Books condition factor: a multiplier for each complexity tier (Low, Medium, High), which comes from the books-health score. Messier books get a higher factor. You also choose where it applies:
- Cleanup only (the default): the monthly is priced as clean books, and the factor scales the cleanup.
- Cleanup and monthly: the factor scales the monthly too, and the cleanup is that monthly multiplied by the months of catch-up, so the factor is applied once.
How cleanup is priced
Cleanup is quoted as the client's monthly rate, multiplied by the books condition factor, multiplied by the months of catch-up the review finds. Your minimum cleanup fee then applies. For example, at a High condition factor of 1.5 and 10 months behind, the cleanup is 15 times the monthly rate. The Cleanup tab lets you try sample inputs to see the result with your saved Monthly Rate settings.
Saving and testing
Changes take effect on the next review that completes. If you want to see the impact of a rate change, you can recalculate an existing report from the report detail page on your dashboard.