GrowthPlan CSM

With the GrowthPlan^® Cloud Schedule Manager, eliminate the nightmare of managing schedules in Excel and manual journal entries in QuickBooks

Auto-detects new prepaid expenses and asset purchases in QuickBooks (including vendor credits)
Automatically creates monthly GAAP expense recognition schedules that you can review and customize
Can automatically prorate expense recognition for partial first and last months
Automatically generates depreciation schedules using Straight-Line, SYD, or DDB methods
Tracks expected recurring purchases and alerts you when a transaction is missing or the amount differs from what's expected

Creates a single, consolidated monthly journal entry for each tracked asset account
Automatically codes each line item to the correct Class and Location
Saves time, eliminates manual effort, and reduces the risk of manual journal entry errors

Integrations

Schedule Types

• Prepaid Expenses
• Fixed Assets
• Other Assets
• Accrued Expenses coming soon

Additional Schedule Types are planned for later this year, including Revenue Schedules.
Accounting Integrations

GrowthPlan CSM currently supports QuickBooks Online.

Additional accounting integrations are planned for later this year.

Start with a 30-day free trial (no credit card required)
Early-adopter pricing: 50% off your first 3 months.

Starter

Up to 10 active scheduled items
1 QuickBooks company
Up to 2 users

For light GAAP scheduling needs

Plus

Up to 50 active scheduled items
1 QuickBooks company
Unlimited users

Additional companies: $99/company/month

Best for growing small businesses

Pro

Unlimited scheduled items
1 QuickBooks company
Unlimited users

Additional companies: $199/company/month

For accounting teams and multi-entity organizations

Learn More

You can sign-up for a free trial with any of the business plans above and we can convert your account to the Accountants version of GrowthPlan CSM.

Apply for Accountants Program