Price Monitoring for Accountants & Bookkeepers
Protect your margins by catching every price change before it costs you.
Upload your latest data, see where proposals have fallen behind, then bulk-update pricing and notify clients in just a few clicks.
Stop absorbing your clients' rising costs
Your clients grow, software costs change, and margins get squeezed - especially when your proposal pricing isn't keeping up. Price Monitoring helps you track changes in key proposal drivers, such as software costs, payroll volumes, and transaction frequency.
Instead of relying on spreadsheets or manual checks, upload your latest data to spot discrepancies at a glance. Socket makes it simple to identify undercharging, bulk-update proposals, and notify clients in just a few clicks, keeping your practice profitable without the admin headache.
Spot discrepancies before they cost you
Say goodbye to manually monitoring client fees. Upload your latest data and let Socket show you where things don't add up.
- →Upload a CSV of your actuals; software costs, payroll headcounts, or any price driver.
- →Socket compares your imported data against your proposals and flags every discrepancy at a glance.
- →See each client's status instantly: OK, undercharged, overcharged, or missing data.
Track the numbers that drive your fees
Monitor the real-world variables that impact recurring fees, across the platforms your practice already relies on.
- →Track software recharges like Xero, QuickBooks Online, Sage, and Dext.
- →Keep an eye on client metrics - payroll headcounts, transactions, invoices, and bank statement lines.
- →Recover the subscription fees you're paying on behalf of clients, more effectively.
Bulk-adjust proposals in a click
No more spreadsheet gymnastics or manual edits. Fix the gaps fast and keep your data clean.
- →Bulk-update proposals to reflect identified price changes - no manual editing.
- →Changes flow through to billing and engagement letters automatically, maintaining accuracy.
- →Keep proposal data clean and up to date across your whole client book.
Keep clients informed, automatically
Stay transparent and professional. Socket sends clear, automatic fee updates so you don't have to.
- →Send bulk client notifications that clearly explain their pricing changes.
- →Communicate fee updates professionally, without the back-and-forth.
- →Speed up pricing reviews with clear visuals and bulk actions.
Stay profitable without the admin headache
Today, Socket helps you spot undercharging and fix it fast. Long term, Price Monitoring will enable fully automated pricing updates and alerts, so your fees keep pace with your costs without you lifting a finger.
Catch every price change before it costs you.
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