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Which Plan is right for you?

This article breaks down the plan options and explains which business type can benefit from it.

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Written by Charlie
Updated over a month ago

Platinum Plan

Best for: Companies managing inventory across multiple warehouses who want full visibility in their business.

Features:

  • Advanced inventory management

  • Multi-warehouse tracking

  • Real-time in-transit visibility

  • AI-powered bill/PO reader

  • Inventory age tracking

  • Unit of measure and assembly items

  • FBA reconciliation automation

  • Seamless integration to Xero or QuickBooks

  • Free Onboarding by experienced bookkeepers

  • Premium U.S.-based support

  • All Diamond, Gold and Silver Plan features


Diamond Plan

Best for: Businesses needing item-level data in QuickBooks.

Features:

  • All Gold and Silver Plan features

  • Syncs SKU-level data to QuickBooks

  • Supports group items and multi-packs

  • Converts multiple currencies to USD

  • Tracks fulfillment channels (including returns)

  • Landed cost tracking

  • Premium U.S.-based support


Gold Plan

Best for: Businesses using QuickBooks or Xero and focusing on summarized financial reporting.

Features:

  • All Silver Plan features

  • Summarized sales, refunds, and adjustments

  • P&L reports with one click

  • Cost of goods and inventory asset updates

  • 1099k matching for tax filing

  • Full transaction reconciliation

  • Premium U.S.-based support


Silver Plan

Best for: Companies that donโ€™t use QuickBooks or Xero but need clear insights into profits.

Features:

  • Displays net profits and COGS per SKU in ConnectBooks

  • Live sales feed

  • Highlights hidden costs and returns

  • PPC ad spend ROI analysis

  • Forecasts stock with smart alerts


White Glove Plan

Best for: Businesses that want complete, hands-off bookkeeping and inventory management.
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Features:

  • Everything in the Platinum Plan

  • Full-service bookkeeping by professionals

  • Detailed monthly reports:

    • Profit & Loss (including overhead)

    • Balance sheets

    • Profit & loss per item

    • Inventory valuation by SKU


โ€‹ConnectBooks gives you faster, clearer data.
Pick the plan that aligns with your accounting and inventory needs.

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