Engager.app Implementation

At Books and Balance, we support fellow finance professionals to streamline their workflows and present services with confidence. Whether you're just starting with Engager.app or want to optimise your existing setup, we offer expert implementation, pricing matrix design, and practical training tailored to your business. With our support, you’ll spend less time on admin and more time focusing on what you do best – looking after your clients.

Engager.app Set

Select the plan that best fits your needs and seamlessly adapts to support your future growth.

Basic Setup

£300-£500

  • Comprehensive data import (up to 100 records)

  • Custom configuration of default services, fee structures, and engagement letter templates

  • One 1-hour training sessions

Advanced Setup

£800-£1,200

  • Comprehensive data import (up to 500 records)

  • Custom configuration of

    services, engagement letters, and pricing

  • Integration support (e.g., Xero, QuickBooks)

  • Two 1-hour training sessions

  • Email and Teams support for 14 days

Premium Setup

£1,500-£2,000

  • Full data migration (500+ records)

  • Bespoke configuration of all system elements

  • Full integration setup with accounting software

  • Extended virtual support 30 days of priority post-implementation support

Pricing Matrix Only Set Up

Select the plan that best fits your needs and seamlessly adapts to support your future growth.

Basic Set Up

£195-£295

  • Setup of up to 10 core services

  • Basic pricing structure (hourly or fixed fees)

  • One service category (e.g., bookkeeping only)

  • Training video or 30-minute walkthrough

  • Email support for 7 days post-setup

Advanced Set Up

£300-£500

  • Setup of up to 25 services across 2–3 categories

  • Tiered pricing or value-based pricing models

  • Custom add-ons or package creation

  • Review of existing pricing strategy

  • 1-hour virtual training session

  • Email and Teams support for 14 days post-setup

Premium Set Up

£600-£900

  • Unlimited services/categories setup

  • Custom packages, tiers, discounts, and bundling

  • Integration of time-based or effort-based factors

  • Strategy call to align pricing with business goals

  • Two training sessions (1 hour each)

  • 30 days priority support (Teams, email, Loom)

Power Hours

Book an Engager.app Power Hour with us

Power Hour

£125

  • Pre-session questionnaire to tailor the session to your needs

  • 60-minute 1:1 Teams session covering any area of your choice, such as:

  • Pricing Matrix tweaks

  • Engagement letter templates

  • Optimising workflows

  • Client onboarding setup

  • Troubleshooting and Q&A

  • Loom recap (recorded walkthrough of your setup or solutions discussed)

  • Follow-up email with notes, links, and recommendations

Power Hour Bundles

£225

  • Need more than 1 hour? Save with our Power Hour Bundles.

  • All of what is included in the Power Hour

  • 2 hours for £225 saving £25

Power Hour Bundles

£440

  • Need more than 1 hour? Save with our Power Hour Bundles.

  • All of what is included in the Power Hour

  • 4 hours for £440 saving £60

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