Solo
Solo accountants and bookkeepers.
Founding rate · locked 12 months
Billed monthly · then $79 after 12 months
Saves about $270–864/mo of bookkeeper time at ~3 clients
Get early access- You'll get:
- 250 pages / firm / month
- Unlimited clients
- Unlimited bookkeeper seats
- Bank statement, check image & check register extraction
- Account matching + categorization
- Export to QuickBooks (IIF, QBO) or Excel
- 3-month backfill window
- Full audit trail
- Encrypted cloud storage, off your local server
- Email support
Professional
Small firms running active books.
Bulk review · 12-mo backfill
Founding rate · locked 12 months
Billed monthly · then $499 after 12 months
Saves about $1,350–4,320/mo of bookkeeper time at ~15 clients
Get early access- You'll get everything in Solo, plus:
- 1,500 pages / firm / month
- 12-month backfill window
- Bulk review, accept, and reclassify
- Connect bank accounts with Plaid (coming soon)
- QuickBooks Online sign-in & sync (coming soon)
- Priority email support
Firm
Multi-entity firms and high-volume practices.
Unlimited backfill · Named account manager
Founding rate · locked 12 months
Billed monthly · then $999 after 12 months
Saves about $3,600–11,520/mo of bookkeeper time at ~40 clients
Talk to us- You'll get everything in Professional, plus:
- 4,000 pages / firm / month
- Unlimited backfill window
- Unlimited Plaid bank connections (coming soon)
- Audit log export (coming soon)
- A named account manager
Compare plans
| Feature | Solo | Professional | Firm |
|---|---|---|---|
| Pages per firm / mo | 250 | 1,500 | 4,000 |
| Overage | $0.25 / page | $0.20 / page | $0.15 / page |
| Backfill window | 3 months | 12 months | Unlimited |
| Bulk review / accept / reclass | — | Included | Included |
| Connect bank accounts with Plaid (coming soon) | — | 1 per client | Unlimited |
| QuickBooks Online sign-in & sync (coming soon) | — | Included | Included |
| Audit log export (coming soon) | — | — | Included |
| A named account manager | — | — | Included |
Every plan includes
- Unlimited clients
- Unlimited bookkeeper seats
- Unlimited bank accounts per client
- Bank statement extraction
- Check image extraction
- Check register extraction
- Account matching + rules
- Export: QuickBooks (IIF, QBO), Excel
- Audit trail
- Encrypted cloud storage + 7-yr retention
Need SSO, custom SLA, or multi-office support? Talk to us →
Pricing questions
What is the founding-firm discount?
While we're in pre-launch, founding firms get 50% off every plan, locked for 12 months from signup. The price you see is the founding rate; the crossed-out price is what the plan lists for at launch. Your rate doesn't change for a full year even after we go live.
Do you charge per client?
No. Every plan includes unlimited clients and unlimited bookkeeper seats. The only thing that scales with your bill is total page volume across your firm. Adding a new client doesn't change your line item.
How are pages counted?
One page equals one page of a bank statement or check image you upload. Most monthly statements run 5-8 pages; year-end review statements can run 30+. Backfill counts the same way. Pages pool across your whole firm.
How do you estimate the bookkeeper time saved?
It's an estimate, not a measurement. A typical client (15–45 statement pages a month across 1–3 bank accounts) takes 3–8 hours a month to key and code by hand. We price that time at $30–36 an hour: the BLS wage for bookkeeping clerks, about $24 an hour, plus benefits, payroll tax, and overhead. Each plan assumes a client count that fits its page allowance: about 3 clients on Solo, 15 on Professional, and 40 on Firm. Your numbers depend on your clients and your team.
What happens if I exceed my page allowance?
We never block processing. Pages past your allowance cost $0.15–$0.25 each, depending on your plan, and we tell you before you reach the allowance so you can decide whether to upgrade.
Can I add or remove clients mid-month?
Add anytime. There's no per-client fee. Pages pool across your firm regardless of how many clients you're running, so onboarding new clients doesn't add to your bill.
Are documents used to train AI models?
No. Your client data is never used to train AI models. See our Security page for the full breakdown of how data is processed and stored.
Do I still need my own server or backups?
No. Your clients' statements, checks, and exports live in encrypted cloud storage (AES-256 at rest, TLS 1.2+ in transit), backed up and isolated per firm, not on a server in your office that you secure and back up yourself. See our Security page for details.
One price for the firm.
Every client you onboard.