Simple, Transparent Pricing

Choose the plan that fits your business

MonthlyAnnual (Save 17%)

Limited Pilot Offer

$99/month for 3 months • Up to 3 entities & 3,000 transactions

Auto-migrates to Team or Firm after pilot • Cancel anytime

Starter

For solo SMBs

$49/month

1 entity

500 transactions/month

Overage: $0.03 per transaction

✓OCR with bounding boxes
✓Propose/review/export
✓QuickBooks & Xero integration
✓Email support

Team

For small firms or operations teams

$149/month

3 entities

2,000 transactions/month

Overage: $0.02 per transaction

✓Everything in Starter
✓Rules versioning
✓Bulk approve
✓Email ingest
✓Priority email support

Firm

For bookkeeping firms with multiple clients

$499/month

10 entities

10,000 transactions/month

Overage: $0.015 per transaction

✓Everything in Team
✓API access
✓Audit exports
✓Role-based access control
✓Quarterly review
✓99.5% SLA
✓Priority support (24h target)

Enterprise

For compliance-heavy companies

• 25+ entities & 25,000+ transactions/month
• Overage: $0.01 per transaction
• SSO with SAML
• Data Processing Agreement (DPA)
• Custom retention policies
• 99.9% SLA
• Dedicated success manager

Custom Pricing

Optional Add-ons

Extra Entity

$25/mo

Starter & Team: $25/mo • Firm: $15/mo

SSO (SAML)

$99/mo

Single sign-on integration

White-label

$149/mo

Custom branding for your firm

Extended Retention

$49/mo

24 months instead of 12 months

Priority Support

$99/mo

24-hour response time (included in Firm+)

Billing & Usage

What counts as a billable transaction?

A billable transaction is a bank or card line that is ingested and processed through our propose endpoint. Idempotent retries and re-exports are not billed.

When does my quota reset?

Your monthly transaction quota resets on the first day of each calendar month. Overage charges are calculated and billed at month end.

Do you offer discounts?

Yes! Annual prepay receives a 17% discount. Nonprofit organizations receive an additional 10% discount on all plans.