Plans that scale with your business, not against it.
No hidden fees, no per-transaction surprises, no long-term contracts. Pick a plan, start your free trial, and upgrade when you're ready.
Starter
For solopreneurs and small teams doing under $500K in revenue.
$199/mo
- Monthly bookkeeping (up to 200 transactions)
- 1 bank account + 1 credit card reconciliation
- Monthly P&L and Balance Sheet
- Quarterly cash flow report
- Email support (48hr response)
- AI transaction categorization
Growth
For growing businesses that need weekly books and AP/AR management.
$399/mo
- Weekly bookkeeping (up to 1,000 transactions)
- Up to 5 bank & credit card accounts
- Accounts Payable & Receivable management
- Monthly P&L, Balance Sheet, Cash Flow
- Dedicated CPA + account manager
- Priority Slack & email support (12hr response)
- AI categorization + anomaly detection
- Sales tax tracking
Scale
For established businesses with complex finances and multi-entity needs.
$699/mo
- Daily bookkeeping (unlimited transactions)
- Unlimited bank & credit card accounts
- Full AP/AR + payroll journal entries
- Weekly financial dashboards
- Tax preparation & filing (federal + state)
- Quarterly CFO advisory calls
- Multi-entity consolidation
- Dedicated 3-person pod (CPA + reviewer + AM)
- 24/7 priority support
- Custom KPI reporting
All plans include a 14-day free trial. No credit card required.
Every feature, side by side
See exactly what's included in each plan so you can pick the right fit.
| Feature | Starter | Growth | Scale |
|---|---|---|---|
| Bookkeeping | |||
| Transaction volume | Up to 200/mo | Up to 1,000/mo | Unlimited |
| Bank & credit card accounts | 2 | 5 | Unlimited |
| Bookkeeping frequency | Monthly | Weekly | Daily |
| AI transaction categorization | |||
| Anomaly & fraud detection | |||
| Bank reconciliation | |||
| Accounts Payable & Receivable | |||
| Invoice generation & sending | |||
| Bill capture & payment scheduling | |||
| Collections & dunning emails | |||
| Vendor management | |||
| 1099 tracking & preparation | |||
| Reporting & Advisory | |||
| P&L and Balance Sheet | Monthly | Monthly | Weekly |
| Cash Flow statement | Quarterly | Monthly | Weekly |
| Custom KPI dashboards | |||
| Multi-entity consolidation | |||
| CFO advisory calls | Quarterly | ||
| Tax & Compliance | |||
| Sales tax tracking | |||
| Federal & state tax filing | |||
| Quarterly estimated tax calculations | |||
| Year-end tax planning | |||
| Support | |||
| Dedicated CPA | |||
| Dedicated account manager | |||
| Support channels | Slack + Email | Slack + Email + Phone | |
| Response time | 48 hours | 12 hours | 4 hours |
| Onboarding specialist | |||
Questions we get asked a lot
Absolutely. You can upgrade or downgrade at any time. Changes take effect at the start of your next billing cycle, and we'll prorate any mid-cycle upgrades.
We'll notify you when you're approaching your limit. You can either upgrade your plan or we'll handle the overage at a per-transaction rate — no surprise charges.
No setup fees, no contracts. All plans are month-to-month (or annual if you choose the discount). You can cancel anytime with 30 days' notice.
Yes. We offer 20% off for registered nonprofits and early-stage startups (pre-Series A). Contact our team to apply.
You get 14 days of our Growth plan — full access to bookkeeping, AP/AR, and reporting. No credit card required. At the end, pick any plan or walk away.
You pay for 12 months upfront and get roughly 2 months free compared to monthly billing. Annual plans auto-renew unless you cancel 30 days before renewal.
Still not sure which plan is right?
Book a 15-minute call with our team. We'll review your transaction volume, tools, and goals — then recommend the exact plan you need.