Pricing that grows with your firm

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Starter

$99/mo

Best for solo bookkeepers and small firms getting organized.

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  • 25 clients
  • Basic bookkeeping
  • Bank feeds
  • Transaction categorization
  • Financial statements
  • Client records
  • Email support

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Professional

$249/mo

Best for growing firms that handle bookkeeping, payroll, and tax prep.

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  • Everything in Starter, plus:
  • 100 clients
  • Tax preparation workflows
  • Payroll integration (placeholder)
  • Client portal
  • Document exchange
  • E-filing support (placeholder)
  • Workflow task tracking
  • Priority support

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Enterprise

$499/mo

Best for multi-location firms and firms managing high client volume.

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  • Everything in Professional, plus:
  • Unlimited clients
  • Multi-entity accounting
  • Consolidated reporting
  • Workflow automation
  • API access (placeholder)
  • White-label reports
  • Advanced permissions
  • Dedicated onboarding

Tailored onboarding included

Compare every plan

FeatureStarterProfessionalEnterprise
Clients25100Unlimited
Bookkeeping & bank feeds
AI transaction categorization
Financial statements
Tax preparation workflows
Client portal & document exchange
Workflow task tracking
Payroll integration (placeholder)
Multi-entity accounting
Consolidated reporting
API access (placeholder)
White-label reports
Advanced permissions
SupportEmailPriorityDedicated

Frequently asked questions

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