List your company

Quanto

Sales agents and outreach · by Quanto

An end-to-end service platform that automates the client journey from stranger to onboarded client.

Visit website

What it does

An end-to-end service platform that automates the client journey from stranger to onboarded client. Features include personalized outreach based on business signals, automated calendar booking, QuickBooks diagnostic tools for book health scoring and pricing recommendations, and automated onboarding workflows such as bank connections and chart of accounts cleanup.

  • Automated client prospecting and lead generation
  • Client qualification and discovery call booking
  • Pre-engagement QuickBooks diagnostics and book health scoring
  • Automated client onboarding and book cleanup
Category
Sales agents and outreach
Built for
Healthcare and life sciences, Financial services and insurance
Users
Accounting firms, Bookkeeping firms, Client Advisory Services (CAS) firms, Virtual CFO practices
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Quanto doesn't list prices publicly. Ask them for a quote.

Security and compliance

As reported by Quanto. Ask for audit reports before you buy.

  • ],

Reviews

No reviews yet

Reviews come from people who use Quanto at work. Share how your team uses it to help other buyers decide.

Write a review

Alternatives

  • NetClose

    by Netgain

    Close management software that automates monthly close activities including task management, reconciliations, and amortizations within NetSuite.

  • Thera Accounting

    by Thera

    Bookkeeping, tax, and CFO services for modern teams, seamlessly connected to your Thera payroll.

  • o11 for Xero

    by o11

    Action layer for Xero advisors and in-house finance.

  • NetLease

    by Netgain

    Lease accounting software that automates lease accounting tasks and supports ASC 842, IFRS 16, GASB 87 & 96, and FRS 102 compliance.

  • Björn

    by Last Accounting Company

    AI agent handling manual accounting processes, including chasing receipts, reconciling bank statements, compiling VAT returns, running payroll, and closing the books.

  • NetLessor

    by Netgain

    Automates revenue recognition for lessor leases and generates reports within NetSuite.

Is this your product?

Claim it to keep details accurate and submit evidence for the next ranking review.

Claim Quanto