Skip to main content

Marketplace

Confirm your core plan with a 30-day trial, add paid services, and check out when you are ready. Add-ons are always billed — never included in the trial.

Confirm your core plan

30-day free trial on core plans — then list price applies. Add-ons are always paid.

Add paid services

Optional add-ons bill at list price at checkout. They are not included in the core plan free trial.

Document Archival Vault

IRS-compliant archival with 2, 5, or 7-year retention tiers. Never lose a transaction record.

Compliance Monitoring

Daily compliance scanning with same-day alerts when partner requirements change.

Managed Partner Onboarding

White-glove onboarding — we handle partner setup, testing, and certification. In-app status follows the same stages as the managed add-on: Submitted → Intake → Partner contact → Testing → Validation → Live → Completed. Allow 6–8 weeks for some partners.

Intelligence Hub

Predictive exception detection, Intelligence Hub dashboards, partner scorecards, financial risk, and automated recommendations.

ERP Connectors

12+ native connectors — QuickBooks, NetSuite, SAP, Dynamics 365, Business Central, Sage, Xero, Salesforce, Shopify, Acumatica, Zoho Books, FreshBooks — with OAuth, automatic token refresh, and no middleware.

Healthcare add-ons

Paid clinical messaging add-ons — list price at checkout; not included in the core plan trial.

Review your order

Confirm estimated monthly totals before opening the cart.

Self-serve checkout

How marketplace checkout fits your evaluation

Pick a core plan with trial terms, add paid services when you need them, and compare total monthly cost before you connect production partners.

  1. Step 1

    Choose a core plan

    Start with a 30-day trial on a paid tier. Add-ons bill separately and are not included in the trial window.

  2. Step 2

    Add optional services

    Layer managed onboarding (Submitted → Intake → Partner contact → Testing → Validation → Live → Completed — 6–8 weeks for some partners for some partners), analytics, ERP connectors, or capacity when the workflow outgrows the base tier.

  3. Step 3

    Review the cart

    See estimated monthly totals before checkout so procurement and operations align on packaging.

FAQ

Marketplace checkout questions

Short answers for self-serve buyers comparing plans, add-ons, and sales-assisted paths.

Common questions

Step 1 of 3 Core plan

33% through checkout

0 items in cart

Back to pricing

© 2026 CCCM Consulting LLC. All rights reserved.