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Pricing

Simple, Predictable Subscription Pricing

No surprise fees or hourly billing. Choose the plan that fits your business needs with transparent monthly pricing that includes all the services you need.

Essentials

Perfect for small businesses with basic accounting needs.

$499/month
  • Monthly bookkeeping & reconciliation

  • AI-powered transaction categorization

  • Basic financial statements

  • Quarterly review with accountant

  • Tax-ready financials

  • Basic dashboard access

  • Email support

  • Industry-specific reporting

  • Dedicated accountant

  • Strategic financial advisory

  • Cash flow forecasting

  • Custom integrations

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Most Popular

Growth

Ideal for growing businesses that need more comprehensive service.

$999/month
  • Monthly bookkeeping & reconciliation

  • AI-powered transaction categorization

  • Comprehensive financial statements

  • Monthly review with accountant

  • Tax-ready financials

  • Advanced dashboard access

  • Industry-specific reporting

  • Dedicated accountant

  • Quarterly strategic advisory

  • Cash flow forecasting

  • Basic integrations

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Enterprise

Complete financial management for established businesses with complex needs.

$2,499/month
  • Monthly bookkeeping & reconciliation

  • AI-powered transaction categorization

  • Custom financial statements

  • Weekly review with accountant

  • Tax-ready financials

  • Enterprise dashboard access

  • 24/7 priority support

  • Custom industry-specific reporting

  • Dedicated senior accountant & team

  • Monthly strategic advisory

  • Advanced forecasting & modeling

  • Custom integrations & workflows

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Need a custom solution? We offer tailored packages for businesses with special requirements.

Detailed Plan Comparison

Compare our plans to find the perfect fit for your business needs.

FeaturesEssentialsGrowthEnterprise
Core Features
Bookkeeping & ReconciliationMonthlyMonthlyWeekly
Financial StatementsBasicComprehensiveCustom
AI Transaction Categorization
Tax-Ready Financials
Reporting & Analytics
Dashboard Access BasicAdvancedEnterprise
Industry-Specific Reporting -Custom
Cash Flow Forecasting-BasicAdvanced
KPI Tracking -StandardCustom
Support & Advisory
Accountant Reviews QuarterlyMonthlyWeekly
Strategic Advisory -QuarterlyMonthly
Dedicated Accountant -Senior + Team
Support Access EmailEmail & Phone 24/7 Priority
Integrations
Software Integrations BasicStandardCustom
Custom Workflows --
API Access -LimitedFull
Monthly Price$499$999$2499
Get StartedGet StartedGet Started

Frequently Asked Questions

Find answers to common questions about our pricing and services.

What's included in all plans?

All plans include AI-powered bookkeeping, transaction categorization, basic financial statements, and tax-ready financials. The main differences are in the frequency of service, level of reporting, and access to advisory services.

Can I change plans later?

Yes, you can upgrade or downgrade your plan at any time. Changes will take effect on your next billing cycle. Our team will help ensure a smooth transition between service levels.

Are there any setup fees?

No, there are no hidden setup fees. Your monthly subscription covers all services outlined in your plan. For Enterprise clients with complex needs, there might be one-time costs for custom integrations.

What if my needs don't fit these plans?

We offer custom pricing for businesses with unique requirements. Contact our team to discuss your specific needs, and we'll create a tailored solution for your business.

Do you offer discounts for annual payments?

Yes, we offer a 10% discount for clients who choose to pay annually instead of monthly. This option is available for all service plans.

What industries do you specialize in?

We specialize in Legal & Professional Services, Healthcare Practices, and Nonprofit Organizations. Our industry-specific expertise ensures compliance with regulations and optimized financial practices for these sectors.

Ready to transform your financial operations?

Book your free consultation today to discuss your business needs and find the perfect plan for your organization.

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