Simple, Transparent Pricing

No setup fees. No long-term contracts. Start with a 14-day free trial on any plan and cancel anytime.

Solo

$99 /mo
For independent bookkeepers managing their own clients
  • Up to 15 client engagements
  • Client onboarding automation
  • Document collection & chase
  • Month-end close checklists
  • AI-drafted client emails
  • Basic quality review
  • Time tracking
  • 1 user seat
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Firm

$299 /mo
For growing bookkeeping firms with a team
  • Up to 75 client engagements
  • Everything in Solo, plus:
  • Portfolio-wide close dashboard
  • Team workload management
  • Advanced quality review checklists
  • Client-facing upload portal
  • Billing & invoice generation
  • Scope creep alerts
  • Up to 10 user seats
  • Priority email support
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Enterprise

Custom
For multi-office firms and outsourced accounting providers
  • Unlimited client engagements
  • Everything in Firm, plus:
  • Custom QBO/Xero integrations
  • White-label client portal
  • Multi-office management
  • Dedicated account manager
  • Custom workflow templates
  • Unlimited user seats
  • Profitability analytics
  • SLA & phone support
  • API access
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Feature Comparison

Feature Solo Firm Enterprise
Client engagements 15 75 Unlimited
User seats 1 10 Unlimited
Client onboarding automation ✓ ✓ ✓
Document collection & chase ✓ ✓ ✓
Month-end close checklists ✓ ✓ ✓
AI-drafted client emails ✓ ✓ ✓
Time tracking ✓ ✓ ✓
Basic quality review ✓ ✓ ✓
Portfolio-wide close dashboard — ✓ ✓
Team workload management — ✓ ✓
Advanced quality review — ✓ ✓
Client upload portal — ✓ ✓
Billing & invoice generation — ✓ ✓
Scope creep alerts — ✓ ✓
White-label client portal — — ✓
Multi-office management — — ✓
Profitability analytics — — ✓
Custom integrations & API — — ✓
Support Email Priority email SLA + phone

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