Quicken
Business Profile
Core Value Proposition
Quicken provides an all-in-one platform to manage money and life, spanning personal finance, small-business finances, and life information in one place.
Target Customer
{"Individuals and families seeking budgeting, investing, and retirement planning","Self-employed and small-business owners","Landlords or those with rental income","Users needing a centralized hub for life documents and essential information"}
Key Differentiator
A multi-product family (Quicken Simplifi, Quicken Business & Personal, Quicken LifeHub) with both cloud/mobile access and locally stored desktop options; real-time budgeting insights; built-in tax schedules; broad connectivity to 14k financial institutions; strong emphasis on security and long-standing brand history.
Implementation Timeline
Value delivered immediately through real-time updates (e.g., Simplifi Spending Plan) and setup across modules; adoption speed depends on plan and usage (desktop vs. cloud/mobile).
Pain Points
- 1Difficulty budgeting and tracking spending across personal and business contexts
- 2Managing cash flow and profitability for small businesses and freelancers
- 3Preparing and organizing taxes (Schedules C & E) for business activity
- 4Storing and organizing vital life information securely and accessibly
Key Features
- 1Quicken Simplifi: Spending Plan with real-time budget tracking, savings goals, and subscription bill tracking
- 2Quicken Business & Personal: Manage cash flow and profit, invoice clients, built-in tax support (Schedules C & E), and multi-client/project/invoice management
- 3Quicken LifeHub: Organize life’s essential information (birth certificates, estate plans), secure access and sharing, step-by-step guidance
- 4Connectivity to 14k+ financial institutions; data security (256-bit encryption); data can be stored locally (Quicken Classic) or in the cloud/mobile
- 5Portfolio tracking (Classic Premier and Classic Home & Business on Windows); multi-platform availability (Windows, Mac, iOS, Android via apps)
Target Customer Industries
Client Results
- 1Improved budgeting and spending visibility with real-time insights
- 2Faster invoicing and streamlined tax preparation for small businesses
- 3Consolidated management of personal and business finances in a single ecosystem
- 4Secure organization and sharing of life information and documents
Competitive Advantages
- 1Bank-grade security with 256-bit encryption
- 2Connectivity to over 14,000 financial institutions
- 3No hidden fees or ads; transparent pricing
- 440+ years of innovation and experience in personal finance software
- 5Data can be stored locally with Quicken Classic (Windows/Mac)
- 6Multiple specialized products for personal, business, and life information
- 730-day money-back guarantee (for eligible purchases)
Key Benefits
Additional Product Information
Product Description
Quicken is a family of financial management products including Quicken Simplifi (personal budgeting), Quicken Business & Personal (business and personal finances), and Quicken LifeHub (life information hub) designed to help users manage money, cash flow, taxes, investments, and essential life documents.
Target Market
Individuals and families; self-employed and small-business owners; landlords and real-estate holders seeking personal and business financial management plus secure life-information organization.
Unique Value Proposition
One brand offering dedicated tools for personal, business, and life information management with flexible deployment (local desktop data or cloud/mobile) and extensive financial institution connectivity.
Technical Requirements
Quicken Classic (desktop) stores data locally and runs on Windows and Mac; Quicken Simplifi and Quicken LifeHub are cloud/mobile offerings; Quicken Investing site (Investing.quicken.com) must be enabled for some features in Quicken Classic Windows; online services require internet access; Quicken App is compatible with iPad, iPhone, iPod Touch, Android devices.
Pricing Model
{"Quicken Simplifi: $2.99 per month (billed annually in some configurations; display shows $2.99 /month and $5.99 in some prompts)","Quicken Business & Personal: $3.99 per month (billed annually; $7.99 shown in some prompts)","Quicken LifeHub: $3.99 per month (billed annually)"}
Companies Solving Similar Problems
Based on matching: problems solved, key features, industries
Y Combinator
Y Combinator helps startups make something people want by providing early-stage funding, mentorship, and a strong network.
Design and Development Services
Umuzi Digital provides comprehensive design, product development, and strategic digital support at a fraction of the cost, enabling businesses to enhance their performance and grow.
AI-Powered Solutions
Leveraging AI & Automations to achieve real business results, optimize business processes, and enhance customer interactions.
Share IT's Comprehensive Service Portfolio
Integration of innovation, technology, and marketing to empower business growth in a digital economy.
JBITSS Technology Solutions
Providing comprehensive technology solutions tailored to business needs.
clerk.com
clerk.com provides clerk provides complete user management and authentication solutions, allowing businesses to launch faster, scale easier, and focus on building their products.
Get More Profiles Like This
Join 2,000+ professionals getting weekly sales intelligence updates from GoAgentic
Ready to Transform Your Sales Pipeline?
Join 500+ sales professionals who've already automated their outreach
Supercharge your Outreach Today
Join innovative businesses using GoAgentic to automate their sales outreach with AI-powered conversations.
Start Your AI Outreach Today
Your competition is already using AI for outreach. Every day you wait is hundreds of missed conversations.
Start Converting More Prospects Today
- Set up in less than 2 minutes
- Cancel anytime during trial
- Full access to all features
- 7-day money-back guarantee
immediately
Full access to all features
(Test with up to 100 conversations)
Cancel anytime • Money-back guarantee