From solo bookkeepers to large firms. No hidden fees.
Practice plans (Starter → Enterprise) are for accountants and bookkeepers managing multiple clients. Business plan is for business owners managing their own bookkeeping — you log in and it's your business, no client list.
Yes. All plans share two usage charges: $0.25/page over your monthly limit, and $0.50/sync for Plaid bank syncs beyond 10/month. Business members also have Lead Center charges (% of invoice (won lead), $0.25 dead lead).
Yes — all plans include a 14-day free trial. No credit card required to start.
Each PDF page processed by our AI extraction engine. A 12-page bank statement = 12 pages toward your monthly limit.
Yes. Upgrade or downgrade any time from Settings. Changes take effect immediately.
Enterprise plan members can connect their own Gemini or Claude API key for AI extraction billing.
Prices are all-inclusive. Payment processing is handled by Square or Stripe — their standard card rates are built into the prices displayed above. No hidden fees. See our Terms of Service for full billing and cancellation terms.