Predictika · Accounting software quotes

An AI sales agent's QuickBooks Online quote, checked before it goes out

An AI sales agent prepares a monthly quote for a small business that wants QuickBooks Online, with or without a payroll bundle: the plan, the number of users and accountant users, the classes and locations to track, and the employees to pay. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the published plan prices and limits and returns a verdict, every reason and the figures it computed.

Scope: QuickBooks Online Simple Start, Essentials, Plus and Advanced quotes, with or without the Workforce payroll bundles: published monthly prices, user limits, class and location limits, and the stated total. See everything this validator covers

This validator models monthly quotes for QuickBooks Online plans as published on the QuickBooks pricing and payroll pricing pages, not just the scenarios shown below.

  • Plans and prices — the regular monthly prices shown on the pricing page: Simple Start $38, Essentials $85, Plus $140 and Advanced $340. The quote states a regular monthly total, and the validator compares it with the total it computes.
  • Plan limits — billable users (1, 3, 5 and 25), accountant users (2, 2, 2 and 3), and class and location tracking (up to 40 on Plus, unlimited on Advanced). A quote that exceeds a limit is blocked.
  • Payroll bundles — the three Workforce bundles shown on the payroll pricing page: with Simple Start $88 plus $6.50 per employee, with Essentials $125 plus $6.50 per employee, with Plus $203 plus $10 per employee, each a monthly price that includes the accounting plan. The first-three-months promotional price (50% off the base price) is reported as a figure. Advanced with payroll has no price on that page, and class tracking on Simple Start or Essentials is not listed on the pricing page, so both go to a person.

Any QuickBooks Online plan quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: the Free plan, prices of additional users (not shown on the pricing page), Payments, Time and other add-ons, payroll tiers other than the three bundles above, accountant-channel discounts, taxes, and promotions other than the one described. Prices and offers change; the model reflects the pages read in October 2026.

The AI sales agentBuilds the QuickBooks Online quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

7 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
Limits that differ by plan: users, accountant users, classes and locationsOnly with care
A product rule per plan. It works, but the limits are in a table that must be kept in step with the pricing page.		The plan's limits are looked up and every one is checked together.
A bundle price that includes the accounting plan plus a per-employee feeOnly with care
A price rule for each bundle, multiplying employees by the fee. It works, but the rep's stated total has to be compared with it separately.		The total is computed from the bundle base and the employee count and compared with the stated total in the same pass.
A feature that appears only on some plans, such as class and location trackingOnly with workarounds
The pricing page lists it for two plans only, so the rule is a judgment about what the page does not say, and a missing rule lets the quote through.		The need is one of the inputs; a plan that is not listed for it sends the quote to a person.
A combination that has no published price: Advanced with payrollOnly with workarounds
There is no price rule to fire, so the quote usually goes out with a number that leaves payroll out.		The combination is recognized and the quote is held for a person to price.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1The quote has 2 billable users; the chosen plan includes 1.
2The quote has 4 billable users; the chosen plan includes 3.
3The quote has 6 billable users; the chosen plan includes 5.
4The quote has 26 billable users; the chosen plan includes 25.
5The quote has 3 accountant users; the chosen plan includes access for 2.
6The quote needs 41 classes and locations; the chosen plan tracks up to 40.
7The quote needs class and location tracking; the pricing page lists it for Plus (up to 40) and Advanced (unlimited) only, so a person should confirm it for this plan.
8The payroll pricing page shows bundles with Simple Start, Essentials and Plus only; Advanced with payroll has no published price, so a person should price it.
9The quote states a regular monthly total of $139; the published prices give $140.
10The quote states a regular monthly total of $70; the published prices give $140.
11The quote states a regular monthly total of $203; the published prices give $403.
12The quote has 4 billable users; the chosen plan includes 1.
13The quote states a regular monthly total of $0.01; the published prices give $38.

  

  

    
Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a monthly quote for a small business that wants QuickBooks Online, with or without a payroll bundle: the plan, the number of users and accountant users, the classes and locations to track, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the published plan prices and limits and returns a verdict, every reason and the figures it computed.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote QuickBooks Online Plus with payroll, for 25 employees, with 5 billable users and 3 accountant users. The business needs to track 55 classes and locations. The rest of the request is on screen. The quote states a regular monthly total of $453.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with two findings, all in one answer. The quote has 3 accountant users; the chosen plan includes access for 2. The quote needs 55 classes and locations; the chosen plan tracks up to 40.
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  6. The validator returned two blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
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  7. What this shows: for limits that differ by plan: users, accountant users, classes and locations, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the accountant users to 2.
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  10. It calls the validator again.
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  11. Still blocked, with one finding, all in one answer. The quote needs 55 classes and locations; the chosen plan tracks up to 40.
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  12. One finding cleared; still blocked on classes and locations over the plan limit.
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  13. The agent resubmits once more.
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  14. The revised request. It changes the classes and locations needed to 40.
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  15. It calls the validator once more.
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  16. This time the validator clears it.
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  17. The validator also returns the line-item quote, on screen.
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  18. The earlier finding is cleared, and the validator's total, $453, matches the quote.
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  19. Two problems caught in one call, fixed in two passes, and a clean $453 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer.
    20.