Pricing
Simple, transparent pricing.
Start with a 14-day free trial, then upgrade when you need multi-entity consolidation, intercompany, planning, or advanced compliance. No surprises, no per-transaction fees.
14-day free trial on every plan. No charge until your trial ends. Cancel anytime.
Essentials
$39/mo
Core single-entity bookkeeping to get your books in order.
- 1 entity, 3 users (excludes Workplace Associates)
- General ledger, double-entry, customizable chart of accounts
- Bank & credit card import (CSV/OFX/QFX) + Plaid connections
- Invoicing, bills, payments, AP/AR aging
- Estimates and credit notes
- Financial statements, trial balance, GL detail
- Calendar for deadlines, close tasks, reports, and timesheet overlays
- Smart Views (saved filters & custom layouts)
- GL-based bank reconciliation
- Period close with checklist & flux analysis
- Dual-Control Mode (drafter/approver)
- Employee timesheets with weekly entry
- Workplace Portal (configurable employee access)
- Recurring journal entries
- Crypto & digital assets (ASC 350-60)
- AI transaction categorization (500/mo)
- AI finance assistant (25 chats/mo) + AI Accountant close analysis (1/mo)
- AI PDF bank statement import (10/mo)
- Document inbox (50 emails/mo) + 500 documents, 3 GB storage
- 1099-NEC reporting, PDF & Excel/CSV export
- Bring Your Own Anthropic Key (bypasses AI caps)
Most popular
Growth
$149/mo
Multi-entity accounting with advanced modules and integrations.
- Everything in Essentials, plus:
- Up to 5 entities, 15 users (excludes Workplace Associates)
- 2,500 documents, 15 GB storage, 250 inbox emails/mo
- Multi-entity consolidation with CTA & NCI
- Intercompany transactions, cost-plus, management fees & eliminations
- Multi-currency with FX revaluation (ASC 830)
- Revenue recognition (ASC 606) with arrangements & schedules
- Equity, cap table, dividends, SBC (ASC 718) & 409A tracking
- Debt, interest & DIC amortization (ASU 2015-03)
- Inventory (ASC 330) with FIFO cost layers
- Fixed assets & depreciation
- Budgets & variance analysis
- Prepaid amortization schedules
- Approval workflows & audit log
- Custom fields & departments
- Cost accounting & job costing
- Projects, utilization & project billing (T&M, fixed fee, retainer, milestone)
- Natural-language time entry & team-based supervisor approvals
- AI transaction categorization (2,000/mo)
- AI finance assistant (100 chats/mo) + unlimited AI Accountant proposals
- AI PDF bank statement import (50/mo)
- AI footnote drafting (100/mo)
- GL outlier / anomaly detection (Z-score, Benford's law, configurable rules)
- SAML SSO (1 connection)
- Google & Microsoft Calendar two-way sync
- Shopify, Square, Stripe Connect, Ramp/Expensify, Gusto, Bill.com, Avalara integrations
- Public REST API access
Enterprise
$499/mo
Planning, recurring revenue intelligence, full compliance, and enterprise-grade automation.
- Everything in Growth, plus:
- Up to 15 entities, 40 users
- 15,000 documents, 50 GB storage, 1,000 inbox emails/mo
- Planning: three-statement forecasts, scenarios, drivers & 13-week cash
- Recurring Revenue Intelligence (ARR/MRR, retention, movements)
- Lease accounting (ASC 842) with ROU asset & lease liability schedules
- Deferred tax (ASC 740)
- Multi-book accounting
- SAML SSO with enforcement
- Accounting-system sync (Zoho Books)
- AI transaction categorization (10,000/mo)
- Unlimited AI finance assistant & PDF bank statement import
- Unlimited AI footnote drafting
- 10,000 AI requests/mo, $150 spend cap (or BYOK to bypass)
- Company Sandbox (clone production to test environment)
- SOC 2 reports & full audit trail
- Priority support
All prices in USD. Billed monthly. Annual billing available; save 17%.
Talk to us
Schedule a demo.
Want a guided walkthrough before you sign up? Tell us a bit about your books and a member of our team will reach out within one business day to book a time.
- Multi-entity consolidation walk-through
- Migration plan from QuickBooks, Xero, or NetSuite
- Bank, AP/AR, and integration setup
- Plan + entitlement sizing for your team
Compare
Feature comparison.
| Essentials | Growth | Enterprise | |
|---|---|---|---|
| Core | |||
| Entities | Up to 1 | Up to 5 | Up to 15 |
| Users | Up to 3 | Up to 15 | Up to 40 |
| Documents | 500 | 2,500 | 15,000 |
| Storage | 3 GB | 15 GB | 50 GB |
| Bank & credit card import | |||
| AP & AR | |||
| Financial statements | |||
| Calendar | |||
| Bank reconciliation | |||
| Advanced modules | |||
| Crypto & digital assets (ASC 350-60) | |||
| Recurring journal entries | |||
| Inventory (ASC 330) | — | ||
| Fixed assets & depreciation | — | ||
| Budgets & variance | — | ||
| Revenue recognition (ASC 606) | — | ||
| Recurring Revenue Intelligence (ARR/MRR, retention, movements) | — | — | |
| Equity, cap table & SBC (ASC 718) | — | ||
| Debt & interest (ASU 2015-03) | — | ||
| Prepaid amortization | — | ||
| Lease accounting (ASC 842) | — | — | |
| Deferred tax (ASC 740) | — | — | |
| Multi-book accounting | — | — | |
| Multi-entity | |||
| Consolidation & eliminations | — | ||
| Intercompany transactions | — | ||
| Multi-currency & FX revaluation | — | ||
| Automation & integrations | |||
| AI transaction categorization | 500/mo | 2,000/mo | 10,000/mo |
| AI finance assistant (chat) | 25/mo | 100/mo | Unlimited |
| AI Accountant (close analysis & proposals) | 1/mo | Unlimited | Unlimited |
| AI PDF bank statement import | 10 imports/mo | 50 imports/mo | Unlimited |
| AI footnote drafting | — | 100/mo | Unlimited |
| Anomaly / outlier detection | — | ||
| Monthly AI requests cap | 200 | 1,500 | 10,000 |
| Monthly AI spend cap | $5 | $30 | $150 |
| Bring Your Own AI Key — Anthropic, OpenAI, or Google (bypasses AI caps) | |||
| SAML SSO | — | 1 connection | With enforcement |
| Approval workflows | — | ||
| Audit log | — | ||
| Plaid, Ramp, Gusto, Bill.com, Avalara | Plaid only | ||
| Google & Microsoft Calendar sync | — | ||
| Shopify, Square, Stripe Connect | — | ||
| API access | — | ||
| SOC 2 reports | — | — | |
FAQ
Frequently asked.
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Start when you're ready.
Scale when it's working.
Set up your account in minutes. Upgrade when your organization requires additional entities, users, or advanced workflows.