Do you charge per user?
No. Reviewers, preparers and managers are all included — charging per seat would push firms to give fewer people access to the work, which is the opposite of what a close needs.
Zerqis is scoped to how many entities your team closes each month, so adding a reviewer never costs you more. Published rates are not set yet — here is why, and what to expect.
What differs between them is scale and support, not whether the product does its job.
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Short answers, before you have to ask them on a call.
No. Reviewers, preparers and managers are all included — charging per seat would push firms to give fewer people access to the work, which is the opposite of what a close needs.
One legal entity closed in one period. A client with three entities that all close monthly counts as three.
During the design-partner phase we run a paid pilot on one real close instead, so you can judge the product on your own data rather than a sandbox.
You can export your transaction and categorization data. We do not hold it hostage as a retention tactic.
Tell us how many entities you close each month and we will put a real figure in front of you.