Need an advanced inventory system with real-time tracking across multiple warehouses?
Plan: Platinum
Features:
Includes everything from the Diamond plan.
AI-powered automated bill reader.
Advanced inventory management system.
Multiple warehouse tracking.
Automates FBA reconciliation.
Tracks real inventory age.
Real-time in-transit inventory visibility.
Supports units of measure and assembly items.
Ideal for:
Businesses focused on managing inventory efficiently without tracking inventory items directly in QuickBooks.
Need detailed SKU-level data in QuickBooks?
Plan: Diamond
Features:
Syncs data per SKU to QuickBooks by product.
Supports group items and multi-packs.
Converts sales currency to USD.
Tracks inventory by fulfillment channel (including returns).
Detailed cost tracking, including landed costs.
Comprehensive SKU-level data.
Premium U.S.-based support.
Includes all features from the Silver and Gold plans.
Ideal for:
Companies tracking inventory within QuickBooks and requiring detailed data at the SKU level.
Want summarized financials in QuickBooks or Xero for tax filing and P&L reporting?
Plan: Gold
Features:
Imports sales, refunds, and adjustments in a summarized format.
Updates cost of goods and inventory asset accounts in QuickBooks or Xero.
Generates profit and loss (P&L) reports with a single click.
Matches 1099k for efficient tax filing.
Premium U.S.-based support.
Reconciles all transactions, fees, and returns.
Includes all features from the Silver plan.
Ideal for:
Businesses tracking inventory in different software while focusing on high-level financial summaries.
Companies using Xero for accounting.
Just need clarity on profits without syncing data to QuickBooks?
Plan: Silver
Features:
Displays net profits and cost of goods sold (COGS) per SKU in ConnectBooks.
Provides a live sales feed.
Identifies hidden costs, fees, and returns.
Offers ROI analysis for PPC ad spend.
Forecasts stock levels with intelligent alerts.
Ideal for:
Businesses that don’t use QuickBooks or Xero and need clear insights into profits without connecting to accounting software.
Need full bookkeeping services plus inventory management?
Plan: White Glove
Features:
Includes everything from the Platinum plan.
Comprehensive bookkeeping services.
Managed by professional bookkeepers.
Clear, accurate reporting, including:
Monthly profit and loss (including overhead).
Monthly balance sheets.
Profit and loss per item.
Inventory valuation by SKU.
Ideal for:
Businesses seeking seamless inventory and bookkeeping management handled entirely by professionals.
ConnectBooks is all about having clearer data, faster. Choose the plan that best fits your needs.
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