Pricing
Simple, Transparent Pricing
Start free with 1 statement. Upgrade to a monthly plan for unlimited uploads within your tier.
Free Trial
See What You’ve Been Missing
$0
Try it with one statement — no account needed.
- 1 bank statement
- AI-powered transaction categorization
- Basic P&L report (PDF download)
- Clean banking description formatting
Starter
Your Finances, Finally Clear
$29/mo
Everything you need to stay on top of your books.
- ⭐ Everything in Free Trial, plus:
- Up to 2 accounts, 1 business
- Consolidated P&L across all accounts
- P&L Detail Sheet (every transaction by category)
- Schedule C tax mapping view
- Custom categories (create/rename/merge)
- Month-over-month comparison
- Manual transaction entry
- CSV + PDF export
- Duplicate upload detection
- Account source tracking
- Email support
MOST POPULAR
Business
The Full Picture
$49/mo
Deeper insights and professional reporting.
- ⭐ Everything in Starter, plus:
- Up to 5 accounts
- Quarterly and annual P&L reports
- Year-End Tax Package (annual P&L + Schedule C + quarterly breakdown)
- Expense trends dashboard
- Top vendors report
- Smart anomaly alerts (flags unusual spending)
- Income vs. Expense summary
- P&L comparison (side by side)
- Auto-reconciliation
- “Prepared by” footer branding
- 1 free Expert Review per quarter
- Priority email support
Bookkeeper Pro
Built for Pros
$149/mo
Multi-client management with white-label reporting.
- ⭐ Everything in Business, plus:
- Up to 10 clients, 5 accounts each
- Client management dashboard
- White-label P&L reports (your branding)
- Bulk upload (multiple clients per session)
- Category templates (apply across clients)
- Client-ready PDF export with cover page
- Year-End Tax Package per client
- Full anomaly detection suite
- Quarterly business summary per client
- 2 free Expert Reviews per month
- Priority support (48-hour response)
- Early access to new features
Expert Review
$19per reportA professional bookkeeper reviews your AI-categorized P&L, flags questionable items, and delivers a verified report within 5 business days.
Available on any paid tierBusiness: 1 free / quarterPro: 2 free / month