Per client file per month. Insitely for Reporting offers monthly reporting with a real-time connection to your accounting data. Insitely LITE works on sales and purchase invoices.
As a partner, enter how many client files you actively use in a month. LITE and Reporting count together for the tier, Reporting first. As an SME, enter how many companies you want to follow, by turnover.
Client file and active client file. A client file is one company with one source package. It is active in every month in which it is refreshed at least once. A client file you do not refresh in a given month costs nothing that month.
Tiers. The tier counts all your active client files together, LITE and Reporting. Reporting files take the first positions, LITE files the positions after. Each file gets the price of its position in the tier, so whoever has more files never pays less in total. Example with 10 Reporting and 10 LITE: 5 × €60 + 5 × €50 + 10 × €20 = €750 per month.
Turnover. Turnover is account 70 of the last filed annual accounts, set on 1 January and applying for the full year. A new client starts at €150 per month until those accounts are known.
Setup. Setup is paid once per client: €299 with Insitely LITE only, €599 once Insitely for Reporting is included. If you start the tool through an Insitely consultancy project, such as a Data Needs Analysis, the setup fee can be waived.
Minimum per month. As a partner you pay a minimum of €90 per month. If your usage is higher, you only pay your usage.
(*) Support is help with technical questions, not training. A partner receives support on the technical setup of their environment, not on the files of their clients.
Fair use. Applies to all modules, see the fair use at the bottom of the page.
Partner prices apply to files of the partner's clients, never to the partner's own company.
Group with consolidation. Each company in the group is a client file of its own, with additional companies at half their price. On top of the companies comes one group file: an extra overarching file in which all companies are consolidated together. Example with 3 companies on Reporting, each from €1 million turnover: €250 + 2 × €125 + €150 = €650 per month.