Pricing
Simple plans.
No setup fee. Cancel anytime.
Every plan includes the full platform — statement extraction, AI categorization, QuickBooks sync, and P&L intelligence. Pick by volume, not by feature.
Starter
For solo bookkeepers taking on their first AI-assisted clients.
Overage: $0.15 per extra transaction · $25 per extra report
- ✓2,000 transactions / month included
- ✓5 P&L intelligence reports / month
- ✓PDF + CSV statement extraction, balance-reconciled
- ✓AI categorization with chat reclassification
- ✓QuickBooks Online sync
Pro
For firms running steady multi-client volume every month.
Overage: $0.12 per extra transaction · $20 per extra report
- ✓6,000 transactions / month included
- ✓15 P&L intelligence reports / month
- ✓Everything in Starter
- ✓Lower overage rates as you scale
- ✓Priority support
Scale
For high-volume practices and catch-up cleanup engagements.
Overage: $0.10 per extra transaction · $15 per extra report
- ✓15,000 transactions / month included
- ✓50 P&L intelligence reports / month
- ✓Everything in Pro
- ✓Lowest overage rates
- ✓Onboarding session for your team
Accounts are reviewed and approved individually — most within one business day. No setup fee · month-to-month · updates & support included.
White-Label Licensing
Your brand on the platform. We run the engine.
Built for partners who resell bookkeeping at scale — roll-ups, franchises, and multi-firm operators. Custom pricing based on your footprint.
Talk to Us About Licensing- ✓Client-branded — fully white-label
- ✓Multiple firm accounts included
- ✓Unlimited transactions & reports
- ✓All bug fixes & software updates
- ✓Hosting & AI usage passed through at cost
Affiliate Program
Earn 25% recurring commission — for the lifetime of every referral.
Free to join. No quotas. You make the introduction — we run the product, support, and billing.
Learn About the Affiliate Program →Not sure which plan fits?
Tell us about your client volume and we'll point you at the right tier — or run a live demo on your own statements.