Starting at $50 per month
DO IT YOURSELF!For entrepreneurs wanting to manage their finances with the support of accounting professionals on request.
Quote on request
WE HELP YOU TO DO IT!For entrepreneurs managing all of their finances and want to benefit of monthly tailored guidance.
Quote on request
WE DO IT FOR YOU!For entrepreneurs wanting to be guided by a dedicated advisor who will take care of the entire accounting portion.
Operio
Rates
Starting at $50 per month
For entrepreneurs wanting to manage their finances with the support of accounting professionals on request.
Quote on request
For entrepreneurs managing all of their finances and want to benefit of monthly tailored guidance.
Quote on request
For entrepreneurs wanting to be guided by a dedicated advisor who will take care of the entire accounting portion.
Summary diagnosis
Assessment of your accounting and establishment of your integration plan. Upon request. Fees may apply
Migration of accounting balances
Migration of your accounting balances and of the list of accounts receivable and payable towards new platform. Upon request. Fees may apply
Training and configuration
Training needed to use cloud computing and platform configuration tools.
Access to QuickBooks online
Unlimited access to QuickBooks online accounting software.
Access to Operio Portal
All of your accounting and financial tools under the Operio mobile portal.
Support from a dedicated advisor
1.5 hours for the Assisted package and upon request for the Autonomous package.
Access to Receipt Bank
Scan your invoices instantly to post them to your system. Optional for the Autonomous package at $50 per month.
Bookkeeping
Maintaining up to date, reliable accounting, including client and supplier management, for you an accurate picture of your financial situation.
Testimonial
Félix Robitaille, President and owner of XRM Vision
“I chose Operio so I can focus on what I do best, anything but accounting. I meet with my Operio advisor on a regular basis so I can be more proactive in my business choices and boost my business’s growth.”