Get instant answers to some common questions below.

Common Questions About Datisfy

1. How much do you charge?

Every customer runs their business in a different way – and even uses QuickBooks® slightly differently. That means every report we build is customized to your specific requirements. It’s not “out of the box” or “off the rack”. In our last 4 years we have never been able to repurpose a single report. Some customers have one QuickBooks file, and another may need to consolidate 30 files. We may save some customers 2 hours a month – while another gets back 3 days to Do What Counts.

Having said that, the typical range is $1500 to $6000 per report. We also offer an option that includes a six-month support arrangement along with a lower initial development fee. This allows you to make changes, enhancements, and allow us to research your new ideas and report requirements!

The software costs are separate because they are purchase directly from Clearify. A single user version is $450 USD and the multi-user license is $895 USD. If you have multiple company files the add-on is between $195 and $495 more, depending on the number of company files.

2. How do we get started?

Book a call with us. When we start working with a new customer, we need to get a vivid picture of the problem you experience to see if we can, indeed, offer you a solution.

  • Talk about how you use QuickBooks®
  • Discover when and why you export to Excel
  • Ask questions about your technical environment
  • Figure out how much time & money we can save you
  • Look at specific reports you would love to have

The amount of time required varies, but plan for 30 minutes to an hour for an initial call. Usually that’s enough for us to prepare a proposal for you within a day or two.

3. Is there any required prep work?

Not really. It’s just a conversation. But we’ll make more progress if you can submit a sample of your Dream Report before we speak. So dream big! We don’t care if it’s on a cocktail napkin or in Excel. As long as we can identify what you want and where to find it in QuickBooks, that’ll do.

4. What's your refund policy?

If we can’t deliver a solution, we won’t accept your project. If we do accept your project, we guarantee the result. The only refund we’ve ever had to give is to a customer who wasn’t comfortable with sharing a copy of his QuickBooks file or letting us see his data. He was probably doing shady things.

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