Pricing · simple, transparent, no surprises
Pay for transactions. Not seats.
One subscription per firm — priced by your book’s transaction volume, not per-client. Each tier ships with a team-seat allowance that grows with you; Enterprise is unlimited.
Start any plan with a 14-day free trial · no credit card
Starter
Solo bookkeepers · 1–5 clients
$29$24/mo · billed annually
500 txns / month
- Core AI categorization
- Bank reconciliation
- 2 entities · 1 user
- Standard reports
- Email support
Most chosen
Pro
Growing firms · 5–25 clients
$79$65/mo · billed annually
5,000 txns / month
- Everything in Starter, plus:
- 5 team seats
- Documents Pro OCR
- Multi-client dashboard
- Built-in tax engine
- White-label portal
- Priority support
No setup fees·Cancel anytime·SOC2-ready·Annual saves 17% (2 months free)
Compare features
Every feature, every plan.
Detailed breakdown so you can match plan capacity to your book.
| Feature | Starter | Pro | Business | Enterprise |
|---|---|---|---|---|
| Capacity | ||||
| Entities | 2 | 10 | Unlimited | Unlimited |
| Team members | 1 | 5 | 15 | Unlimited |
| Transactions / mo | 500 | 5,000 | 25,000 | Unlimited |
| Storage | 1 GB | 10 GB | 50 GB | Custom |
| AI & automation | ||||
| AI categorization | ||||
| Bank reconciliation | ||||
| Documents Pro OCR | ||||
| Built-in tax engine | ||||
| Anomaly detection | ||||
| Firm features | ||||
| Multi-client dashboard | ||||
| White-label portal | ||||
| Practice analytics | ||||
| API access | ||||
| Custom integrations | ||||
| Support & onboarding | ||||
| Migration concierge | ||||
| Dedicated CSM | ||||
| Support | Priority | Phone | Custom SLA | |
| SOC2-ready | ||||
Common questions
Things people ask about pricing.
Per firm. One subscription covers your firm — you don’t pay per-client and you don’t pay monthly-per-CPA. Each tier ships with a team-seat allowance: Starter 1, Pro 5, Business 15, Enterprise unlimited. If you outgrow a tier’s seats, upgrade or talk to sales.
Any new ledger entry: a bank line, an invoice, a journal entry, or a reconciliation. Bulk imports count once per row. Read operations, report generation, drill-downs, and AI categorization are unlimited and free.
We notify you at 80% and 100% of quota. You can auto-upgrade to the next tier or pay a metered overage rate per 1,000 transactions. Overages are always opt-in and clearly displayed in your billing dashboard — no surprise bills.
Yes, anytime. Upgrades take effect immediately and are prorated. Downgrades take effect at the start of your next billing cycle so you keep what you paid for.
Yes. Save 17% (the equivalent of 2 months free) when you choose annual billing. You can switch between monthly and annual at any time.
No. No setup fee on any plan. Business and Enterprise plans include a free migration concierge — our team imports your existing books from QBO, Xero, or anywhere else at no extra cost.
All major credit cards via Stripe on every plan. ACH transfers available on Business and Enterprise. Wire transfer / invoiced billing available for Enterprise.
Your data is yours. One-click export of your entire book — journals, ledger, attachments, documents — as JSON, CSV, QBO, or Xero-import format. No exit fees. We keep your data accessible for 90 days post-cancellation in case you change your mind.