Plan my stackROLE DOSSIER / CAPTURE × RECONCILE × CLOSE
See plan cost, the Lean route, and the human gate for every stage.
PURCHASE SIZE / ROLE TEAM
1 operatorPer-member plans scale with the team; account, site, usage, and one-time plans stay fixed until checkout.
CAPTURE × RECONCILE × CLOSE
Finance operators capture and classify transactions, reconcile accounts, build management analysis, close the period, and record approvals.
MEMBERSHIP ROUTE / 3
PLAN DELTA / PROFESSIONAL → LEAN
| Tool | Professional | Decision | Lean | Monthly delta |
|---|---|---|---|---|
| QuickBooks | Essentials$75/mo | Change plan | Simple Start$38/mo | Save $37 |
| Microsoft 365 | Business Standard$14/mo | Remove | Not included | Save $14 |
| Airtable | Team$20/mo | Remove | Not included | Save $20 |
| WPS Office | Not included | Add | Pro+$5.83/mo | Add $5.83 |
FRONTIER WORKFLOW / HUMAN IN LOOP
Chart-of-accounts policy, approval matrix, close calendar, evidence requirements, and exception owners.
A finance owner approves controls, system access, bank connections, and any material policy change.
Matched transactions, suggested categories, supporting documents, confidence flags, and an exception queue.
Approve classifications, vendors, taxes, duplicates, and unusual transactions before posting or reconciliation.
Bank reconciliation, variance bridge, cash forecast, budget-versus-actual model, and sensitivity cases.
Trace every management number to the ledger and verify formulas, periods, currencies, and one-time items.
Completed close checklist, unresolved exceptions, management pack, approval record, and locked reporting period.
The accountable finance lead approves close, filings, payments, journal entries, and external reporting.
RESEARCH SIGNALS / OFFICIAL SOURCES
QuickBooks Accounting AI can use transaction context and prepare updates, but consequential changes remain permissioned and reviewable.
quickbooks.intuit.com02Excel can answer structured analysis questions with Python-based work for trends, outliers, and what-if exploration while leaving the workbook under user control.
support.microsoft.com03Airtable Omni can analyze operational data and create or update records within a user’s permissions, making explicit approval design essential.
support.airtable.com