Pricing
Simple plans.
No setup fee. No lock-in.
Every way to buy includes the full platform: statement extraction, verified categorization, reports and exports. Both ways give you clean, categorized books and the same reports and exports. A subscription adds the live connection that carries those categories into QuickBooks or Xero for you.
Pay per engagement. No subscription required.
Buy one client's books for one year. A typical small business runs about 1,500 transactions a year — one bank account, one card. Credits never expire, so a job that slips to next quarter is still covered.
Partial Year
A few months behind, or a very small set of books.
Up to 600 transactions · $0.13 each
Overage: $0.15 per extra transaction
- ✓PDF + CSV statement extraction, balance reconciled
- ✓Automated categorization, every row reviewable
- ✓Income statement, balance sheet and full transaction CSV
- ✓Client questions by email, answers back in the app
- ✓Credits never expire
Client-Year
A full year for a typical small business — one bank, one card.
Up to 1,500 transactions · $0.10 each
Overage: $0.15 per extra transaction
- ✓PDF + CSV statement extraction, balance reconciled
- ✓Automated categorization, every row reviewable
- ✓Income statement, balance sheet and full transaction CSV
- ✓Client questions by email, answers back in the app
- ✓Credits never expire
Catch-Up
A heavy year across several accounts, or two years at once.
Up to 3,000 transactions · $0.09 each
Overage: $0.15 per extra transaction
- ✓PDF + CSV statement extraction, balance reconciled
- ✓Automated categorization, every row reviewable
- ✓Income statement, balance sheet and full transaction CSV
- ✓Client questions by email, answers back in the app
- ✓Credits never expire
Doing the same books every month?
Same rate, renewed monthly, and it is what connects each client's books to QuickBooks Online: we pull their own chart of accounts, categorize into it, and push the results back after a preview you approve.
Practice
For steady monthly books across a handful of clients.
Overage: $0.15 per extra transaction · cancel anytime
- ✓1,500 transactions / month included
- ✓10 reports / month
- ✓PDF + CSV statement extraction, balance reconciled
- ✓Automated categorization with chat reclassification
- ✓Live QuickBooks Online connection, per client
- ✓Your categories pushed back after a preview you approve
- ✓Account codes on the chart, for the import formats their system expects
- ✓Client questions by email, answers back in the app
Accounts are reviewed and approved individually, most within one business day. No setup fee · month-to-month · updates & support included. Cancellation stops future billing — see our Refund & Cancellation Policy.
White-Label Licensing
Your brand on the platform. We run the engine.
Built for partners who resell bookkeeping at scale: roll-ups, franchises, and multi-firm operators. Custom pricing based on your footprint.
Talk to Us About Licensing- ✓Client-branded, fully white-label
- ✓Multiple firm accounts included
- ✓Unlimited transactions & reports
- ✓All bug fixes & software updates
- ✓Hosting & usage passed through at cost
Affiliate Program
Earn 25% recurring commission for every month a referred subscription stays active.
Free to join. No quotas. You make the introduction, we run the product, support, and billing.
Learn About the Affiliate Program →Not sure which plan fits?
Tell us about your client volume and we'll point you at the right tier, or run a live demo on your own statements.