Save 8+ Hours Per Client on Cost Allocation Every Month
CostAllocation Pro gives accounting firms a single platform to automate payroll and expense allocations for all your QuickBooks Online clients — with multi-company support built in.
How it works
Running monthly cost allocations for multiple clients means your staff is buried in repetitive journal entry work that should take minutes, not days.
Every client has different allocation rules, payroll processors, and QuickBooks setups — making it nearly impossible to standardize your process.
Multi-Company Support
Manage cost allocations for all your QuickBooks Online clients from a single CostAllocation Pro account. Switch between companies instantly without re-authenticating.
Class
1 - Programs
101 - Community Service
102 - Outreach
2 - Fundraising
3 - Admin
301 - Indirect Cost Pool
302 - Indirect Expenses
Custom GL Mapping Per Client
Custom GL Mapping Per Client Configure unique GL account mappings, allocation rules, and cost pools for each client. CAP remembers every client's setup so your team can run allocations in minutes.
Indirect Cost Rate
10%
Fringe Benefit Rate
15%
Overhead Cost Rate
8.5%
Any Payroll Processor
Whether your clients use ADP, Gusto, Paychex, or a regional processor, CAP accepts CSV imports from any payroll system — no custom integrations needed.
FAQ
Can one CAP account manage multiple client QuickBooks companies?
Yes. CostAllocation Pro's multi-company selector lets you manage and switch between all your clients' QuickBooks Online accounts from a single login.
Can we standardize our allocation workflow across clients with different setups?
Yes. Each client has its own saved configuration — GL mappings, allocation rules, cost pools — so your team follows the same process every month regardless of client differences.
Is there volume or per-client pricing for firms?
Our subscription is $50/month per QBO company. If you have more than 5 clients you'd like to get set up, reach out to us for a bulk pricing discount.
Pricing
