Quanto

Quanto is an AI-powered platform for accounting firms that supports client acquisition, qualification, and onboarding. It helps firms identify potential clients that fit their ideal profile, automate outreach, and book discovery calls directly on the calendar. By handling early-stage lead engagement, Quanto is designed to reduce manual sales work and create a more consistent client pipeline.

The app also connects with a prospect’s QuickBooks account to generate a diagnostic of book quality and engagement complexity. This includes identifying issues such as unreconciled transactions, duplicate entries, missing receipts, and other cleanup needs, along with a pricing recommendation based on the scope of work. These capabilities help accounting professionals evaluate opportunities before signing and prepare for onboarding with more context.

After a client signs, Quanto automates parts of the onboarding workflow, including tasks such as connecting bank accounts, reviewing and reconciling accounts, setting bank rules, and cleaning up the chart of accounts. It is built to work alongside existing tools like QuickBooks, CRM platforms, and practice management software, making it a workflow support tool for accounting, bookkeeping, and advisory firms looking to streamline lead management and client onboarding.

Website: quantobooks.com

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