Question 1

What counts as "one deal" for the $3,500 price?

Accepted Answer

$3,500 covers one API connection to a target's financial system. Data is pulled at the time of authentication, and can be pulled again as many times as you need for 6 months at no additional charge.

Question 2

How does the Rollover Credit actually work?

Accepted Answer

Every $3,500 carries one Rollover Credit, valid for 6 months from purchase. For bankers and brokers, if the deal doesn't sign, the credit rolls to your next pitch. For buyers, if the deal doesn't close, the credit rolls to your next target. Either way: a different target at the same price already paid.

Question 3

What's the Satisfaction Guarantee on the first book?

Accepted Answer

If the first book you buy misses on accuracy, completeness, or source-traceability, or for any reason misses your expectations, we refund it in full, so long as you tell us within 2 weeks of databook delivery.

Question 4

How fast does a book actually land?

Accepted Answer

Manual QoE work that takes 6–12 weeks per engagement runs in hours end-to-end on QuantBook. Turnaround is typically under 24 hours (or one business day) from upload to delivered workbook.

Question 5

What data does QuantBook need to run?

Accepted Answer

QuantBook connects via API to QuickBooks Online, QuickBooks Desktop, or Oracle NetSuite. Once authenticated, every dataset we need is pulled automatically — no manual exports. More integrations are coming soon.

Question 6

When should I talk about Subscription pricing?

Accepted Answer

If you're running 8+ books per year, you could benefit from an annual commitment in exchange for a lower per-book rate. Email sales@quantbook.ai with your interest.