Pricing
Simple, transparent pricing
Start free and upgrade when you're ready. No hidden fees, no surprises, cancel anytime.
Free
For freelancers and side-hustlers just getting started.
- Connect 1 bank account
- AI transaction categorization
- Monthly P&L report
- Receipt scanning (25/mo)
- Email support
Starter
For growing small businesses that need the full picture.
- Connect up to 5 bank accounts
- AI transaction categorization
- Unlimited receipt scanning
- Monthly & quarterly reports
- CPA read-only access
- Custom categories & rules
- Priority email support
Pro
For established businesses and multi-entity operators.
- Unlimited bank accounts
- AI transaction categorization
- Unlimited receipt scanning
- All financial reports
- CPA full collaboration
- Custom rules & automations
- Multi-business support
- API access
- Dedicated account manager
Compare plans
See exactly what's included in each plan.
| Feature | Free | Starter | Pro |
|---|---|---|---|
| Bank connections | 1 | Unlimited | Unlimited |
| Monthly transactions | 100 | Unlimited | Unlimited |
| AI categorization | |||
| Basic reports | |||
| Advanced reports | |||
| Receipt OCR | 10/mo | Unlimited | Unlimited |
| Quarterly tax estimates | |||
| Custom categorization rules | |||
| CPA collaboration portal | |||
| API access | |||
| Priority support | |||
| Dedicated account manager |
Billing FAQ
Yes! The Free plan is genuinely free forever with up to 100 transactions per month and 1 bank connection. No credit card required to sign up.
Absolutely. You can upgrade or downgrade at any time from your account settings. When upgrading, you pay the prorated difference. When downgrading, the change takes effect at the end of your current billing period.
We accept all major credit cards (Visa, Mastercard, American Express) and debit cards through Stripe. Annual plans can also be paid by invoice.
Yes! Annual plans save you 20%. The Starter plan is $63/mo billed annually ($756/year), and the Pro plan is $119/mo billed annually ($1,428/year).
We will notify you when you are approaching the limit. Transactions beyond the limit are still synced and stored but won't be categorized until you upgrade or a new billing cycle starts.
We offer a 30-day money-back guarantee on all paid plans. If you are not satisfied, contact support within 30 days for a full refund.
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