Up and running in minutes.

Sign up with a 14-day free trial. Start Essentials with no card; Growth and Enterprise collect a card at checkout. Choose your plan (you can upgrade anytime).

• — Enter your company name and industry
• — Select Essentials ($39/mo), Growth ($149/mo), or Enterprise ($499/mo)
• — Every plan includes a 14-day free trial — Essentials starts with no card required

Add your legal entities. Quoining supports single-entity or multi-entity structures with parent-child relationships.

• — Name each entity (LLC, Corp, LP, Fund, etc.)
• — Set the functional currency for each
• — Define the org chart for multi-entity consolidation

Link bank accounts and credit cards via Plaid for automatic transaction import. Choose how far back to sync.

• — Connect to 12,000+ institutions via Plaid
• — Map each bank account to your chart of accounts
• — Set the sync start date (e.g., beginning of fiscal year)
• — Enable daily automatic sync

Quoining provides a GAAP-compliant starter template. Customize it for your business or import your existing COA.

• — Enable or disable modules (inventory, crypto, etc.)
• — Add departments for cost center tracking
• — Set up default GL accounts in Settings
• — Import your existing COA from CSV if migrating

Bring over your existing data. Quoining supports CSV import for all major record types.

• — Customers, vendors, and stakeholders
• — Invoices, bills, and payments
• — Journal entries and opening balances
• — Fixed assets, inventory items, and loans
• — Budgets, tax rates, and exchange rates

Use the 5-phase close checklist to close your first month. SmartGL handles the journal entries automatically.

• — Categorize and post bank transactions
• — Review and approve bills and invoices
• — Run bank reconciliation
• — Generate financial statements
• — AI close analysis detects anomalies and writes the narrative