You're starting a paid product — the first month is free, and no card is asked for up front. A card goes on at the end of month one to continue. That's the entire funnel.
"Active payee" = a rep who received a statement that month. Idle reps are free — we bill work, not seats.
Connect QuickBooks Online. No card. Connecting is the signup — full product from the first minute, every client file, one real monthly close on your own data.
Add a card to continue. Firms keep 3+ client files at $30 each; direct businesses continue at $10/payee. Ready sooner? Add the card any day you like — the free month is yours either way.
Client files lock, and your firm's own books stay free forever. Export stays on — your statements, rules, and history walk out the door with you, free. We don't hold data hostage.
| Scenario | SalesRepFielder | Per-user incumbents |
|---|---|---|
| Firm: client file, 10 reps | $30/mo | $400–600/mo at $40–60/user — before platform fees |
| Firm: heavy file, 30 reps | $80/mo ($30 + 20 × $2.50) | $1,200–1,400/mo |
| Direct: 5-rep business | $50/mo, no platform fee | $200–300/mo + $525–800/mo platform fee |
Incumbent figures from their public pricing pages (per-user rates and platform fees, checked July 2026) — see vs Sales Cookie for a line-by-line read.
Annual: 25% off, billed from month 2 — your free month still comes first. The quantity you commit to at signup is your floor for the term; growing mid-year isn't re-metered, it's the bonus of committing.
Have a code? Gift codes from reviewers and communities apply at checkout and grant their free months on top. One code per subscription.
Sales tax, precisely: no sales tax is collected in your state yet — your invoice says exactly that, because below-nexus is not the same thing as exempt and you of all buyers know the difference. When registration thresholds approach in a state, the line flips to the real tax.
One button, one path: connect QuickBooks, run a real close free for a month, put a card on when it's earned it. Self-serve checkout opens shortly — leave an email and you're first in the water.
Questions first? support@salesrepfielder.com — a human reads it.