Choose the plan that fits your business. All plans include AI-powered transaction categorization and a secure client portal.
Replaces a $2,000+/mo bookkeeper
Save 50-85% on bookkeeping costs
Save 20+ hours per month
AI processes in seconds, not days
99%+ categorization accuracy
Matches or exceeds human accuracy
Essential AI bookkeeping for small businesses and startups getting started.
Advanced bookkeeping with deeper insights for growing businesses.
Tailored AI bookkeeping solutions for large organizations with complex needs.
| Feature | Basic | Professional | Enterprise |
|---|---|---|---|
| AI Transaction Categorization | |||
| Monthly Transactions | Up to 500 | Unlimited | Unlimited |
| File Upload Formats | CSV, PDF, Excel | CSV, PDF, Excel | All formats + custom |
| Financial Dashboard | |||
| Balance Sheet Reports | |||
| Income Statements | |||
| Category Analytics | |||
| Multi-Entity Support | |||
| Custom Report Templates | |||
| API Access | |||
| Audit Trail | |||
| AI Support Level | AI Chat | Advanced AI | 24/7 AI + Custom Model |
| QuickBooks Integration | |||
| AI Insights & Alerts | |||
| Budget vs. Actual Comparison | |||
| YTD Budget Tracking |