Customers, stock, quotes & invoices on your own PC: the OmniHorizon guide
When your quote lives in an email draft, your stock is a guess, and the invoice gets retyped from the quote anyway, the problem isn't any one tab — it's that the pieces live in different places. OmniHorizon keeps customers, stock, quotes, and invoices together in one local SQLite database on your Windows PC, priced as one flat rate for the whole business. This guide walks through every module, the honest limits, and the free 30-day automatic trial.
The desktop license, taken away
On September 30, 2024, Intuit stopped selling new perpetual QuickBooks Desktop licenses to US customers. Desktop accounting software, the thing a generation of small businesses bought once and owned, became subscription-only overnight. The objection was never the software itself — it was the psychology: you used to buy it, now you rent it, and your data sits on a server you don't control.
OmniHorizon is that same psychology applied to the operational half of the business — customers, stock, quotes, and invoices — kept on the PC instead of in a cloud billing cycle. One honest caveat up front: OmniHorizon is an operations workspace that runs next to the books. It is not an accounting package; your accounting tool stays where it is. What OmniHorizon replaces is the glue work around it: the customer list, the price book, the stockroom truth, and the quote-to-invoice pipeline that small shops currently stitch together from spreadsheets, email drafts, and notebooks.
The app's own framing is "The whole business. One clear picture." Functionally, that means the four most-used back-office jobs in one local database: the first conversation becomes a customer record, a stock check, a quote, and finally an invoice — with the work flowing forward instead of being retyped sideways.
Customers & history
OmniHorizon opens on a business dashboard that pulls customers, stock, quotes, invoices, and financial views into one overview screen. No tab-hopping between spreadsheet, email drafts, and a notebook when the counter is busy.
Each customer record carries contact details, past jobs, quotes, invoices, and notes — so the next conversation starts from history rather than memory. "Wasn't there a discount last time?" stops being a question you answer from a gut feeling, because the price book and the past quotes are attached to the same record the person on the counter is looking at. For a boutique, repair shop, or distributor whose contact list is the business, that history is the part of the business that never leaves the machine.
Quotes → invoices without retyping
Quotes in OmniHorizon are dynamic line-item documents: profit-margin math, price books, and customer pricing tiers built in, with each customer's quote and search history retained. The point of the price book is consistency — the same customer gets the same pricing every time, from whoever writes the quote.
The workflow feature that matters most to a small shop is the conversion: a quote is promoted to an active invoice or job order in one click, carrying the customer, the line items, and the pricing through. The retyping loop — quote typed into email, then retyped into an invoice, then corrected when the customer asks about last time — is the single most common back-office waste in small businesses, and one-click promotion is the direct answer to it.
On the money side, invoicing is itemized with discounts, tax rates, and payment terms, and printable or exportable to PDF, with multi-currency support in the build documentation. The final commercial document is generated from the same local data the quote came from, so what the customer approves is what gets billed.
Stock: scan it, deplete it, know when it runs out
Inventory keeps SKUs, real-time stock levels, category tags, minimum par levels, reorder quantities, unit cost, markup, and suggested retail price. That last set of fields is the quiet workhorse: when stock truth lives in the same database as quotes, a quote can be prepared against levels you can actually see, and the walk to the stockroom ("I think we have it") stops being the source of truth.
Counting stock doesn't have to mean buying enterprise barcode hardware. Three scan paths are built in:
- On the PC itself — browser-native camera scanning with an image-drop fallback, plus a direct listener for USB or Bluetooth barcode guns, covering UPC, EAN, Code 128, and QR.
- Phone-camera bridge — the desktop shows a local Wi-Fi pairing QR code; any iPhone or Android phone scans it and becomes a camera scanner in its browser, with no app install. Codes land in the desktop queue with catalog auto-prefill, which makes stockroom counts fast and accurate.
- Automated depletion — bill-of-materials recipes link finished goods to sub-ingredients and parts; selling or invoicing a finished job atomically depletes each component from raw stock. Sell one assembly and two fittings, one regulator, and four bolts leave stock automatically — inventory accuracy without a counting ritual.
Then there is the run-out forecast: OmniHorizon tracks daily depletion velocity over a rolling 14-day window and projects when an item actually runs out, with proactive reorder quantities. That is the difference between reordering before you're out and discovering it when the customer asks — "we're out" is a lost sale no inventory app can recover, but a run-out date projected ahead of time is a recoverable one.
Platform: your PC, your database, your speed
Everything sits in one local SQLite database — WAL mode, ACID transactions — in your Windows profile. Because the data is on the same machine as the app, records open at local speed: no cloud round-trip, no spinner while a server in another region wakes up. JE Horizon describes the product as local-speed class; the honest mechanism is that there is no network hop in the read path at all.
The whole counter workflow runs with no internet connection: find a customer, check stock, build a quote, print an invoice. License verification is offline too — a machine-bound Ed25519 token validated against the hardware fingerprint of the PC — so an outage never closes the counter and the app never phones home to keep working. That lands hardest in shops with expensive or intermittent connectivity, where a cloud CRM becomes a loading spinner exactly when the queue is longest.
One license covers installation on up to ten of your own Windows devices — counter PC, back-office PC, warehouse workstation, laptops. That is a capacity question as much as a price one: hiring a new counter person or adding a workstation costs nothing extra, and there are no per-seat counts to track. Honest limits, stated plainly: devices share a license, they do not live-sync a shared cloud database, and the phone is a scanning companion — not a native app.
Two more pieces round out the platform:
- Moving out of spreadsheets is drag-and-drop, not a data-entry project. OmniHorizon ingests ZIP, CSV, TSV, and JSON files (catalogs, customer history, invoice PDFs in a folder), with pre-validated import and conflict resolution — overwrite, skip, or merge — rather than one long pasted mess.
- Local file search and vault. The same local-first engine behind FilePerch (its Q-RAG search) searches contracts, spec sheets, and your own selected business folders with deterministic results, SHA-256 integrity verification, and Open / Show in Folder / Vault actions. The contract that settles a dispute is found in seconds, and you can prove which version you were looking at. The search policy declines private stores such as
.ssh,.env, and key files.
There is no record cap on the paid plan or the trial, and the app is a native Windows 10/11 x64 application — a full-trust MSIX package around 17 MB — distributed and verified through the Microsoft Store.
Data: on your PC, not in someone else's data center
Licensing is the trust layer, and it is honest by design: an Ed25519 token bound to a hardware fingerprint of the machine, with DPAPI monotonic-clock protection so rollback can't stretch a trial, all verified offline. No expiry-polling server, no "reconnect to keep your software alive" screen.
Privacy terms mirror the architecture. There is no telemetry and no cloud database; the app's proprietary engines ship inside an encrypted core, and your customer lists, margins, and purchase history are not a tenant's row in a data center and are not uploaded on any prompt or page load.
One caveat we will not dress up: JE Horizon has not yet published a documented backup/export/restore recipe for OmniHorizon, so "never lose data" would be a lie from us. Treat the database file like any other business file: keep your own copies on media you control, the same discipline you'd apply to a QuickBooks backup. The data being a local file you own is precisely why that discipline works — there is nothing to export from a server you don't see.
The price: one flat rate for the whole business
The commercial terms are the same in every verified place they appear — the Microsoft Store listing and JE Horizon's pricing — so we can state them directly:
- Free download from the Microsoft Store.
- 100% free 30-day automatic trial — every business module and unlimited records are enabled on first launch.
- $9.99/month flat for the entire business — zero per-seat fees, zero cloud limits.
One tier, that's the whole catalog: no feature-gated upgrades, no per-seat math, no setup or onboarding fee. (For contrast, published pricing in this category as of 2026: HubSpot's free tier caps around 2 users and 1,000 contacts with paid onboarding near $1,500; monday.com Sales CRM starts around $12 per seat per month with a 3-seat minimum; Zoho bills per seat and a 4th user forces an upgrade.) Every employee you add — counter, warehouse, back office — costs exactly $0 more, up to ten devices.
| Software | Pricing model (typical published, 2026) |
|---|---|
| HubSpot CRM | Free tier capped around 2 users and ~1,000 contacts; Starter roughly $15–$20/seat/mo; paid onboarding near $1,500 |
| monday.com Sales CRM | ~$12/seat/mo with a 3-seat minimum |
| Zoho CRM | ~$14/seat/mo; adding a 4th user forces an upgrade |
| OmniHorizon | Flat $9.99/mo for the entire business — zero per-seat fees, no onboarding fee |
Two notes so you're never surprised. First, the landing page deliberately shows no price — it points you to the Microsoft Store, and it's the Store listing that carries the commercial terms above (the listing titles the same app "OmniHorizon AI CRM"; same product, same download, one listing). Second, the free window is a 30-day trial, not a free-forever tier — that's the honest trade for a flat rate that doesn't meter seats or rows.
OmniHorizon is Windows-only (x64), local-first, and deliberately not trying to be scheduling software, an online-payments processor, or a marketing suite. What it does — customers, stock, quotes, and invoices together on your own PC — it does with the platform discipline above: fast, offline, flat-priced, and yours. The free 30-day automatic trial enables everything, so the realistic next step is to install it on the counter PC and run one real customer through it end to end.