Solo
Plan 01One person, one ledger.
$109/yr
Billed annually · about $9.08 a month
- 1 user
- Up to 2 connected bank accounts
- Automatic expense categorization
- Receipt scanning via mobile app
Pricing
One yearly payment, and the receipts stop piling up.
Three plans, each billed once a year. Pick by how many people and ledgers sit behind the books. The categorization engine and the nightly reconciliation are the same on all of them.
01 / Plans
Priced by the year, sized to the team
Solo suits one person with a couple of bank accounts. Practice covers a small team. Firm is for anyone keeping other people’s books.
Practice
Plan 02A small team and its books.
$219/yr
Billed annually · about $18.25 a month
- Up to 5 users
- Unlimited bank and card connections
- Automated monthly reconciliation
- Invoice tracking and reminders
Firm
Most popularFor anyone keeping other people’s books.
$329/yr
Billed annually · about $27.42 a month
- Unlimited users and client workspaces
- Tax-prep export (1099s, Schedule C, VAT)
- 12-month cash flow forecasting
- Audit trail and role-based permissions
Prices are per year, in US dollars. No monthly option, no setup fee, no per-transaction charge.
02 / Side by side
Every line, in one table
| What you get | Solo · $109 | Practice · $219 | Firm · $329 |
|---|---|---|---|
| Users | 1 | Up to 5 | Unlimited |
| Bank and card connections | Up to 2 accounts | Unlimited | Unlimited |
| Automatic expense categorization | Included | Included | Included |
| Receipt scanning via mobile app | Included | Included | Included |
| Automated monthly reconciliation | — | Included | Included |
| Invoice tracking and reminders | — | Included | Included |
| Client workspaces | — | — | Unlimited |
| Tax-prep export (1099s, Schedule C, VAT) | — | — | Included |
| 12-month cash flow forecasting | — | — | Included |
| Audit trail and role-based permissions | — | — | Included |
03 / Choosing
Which one fits your books
A rough guide. Each plan can be changed to another at any time from billing settings.
Solo
A freelancer with a business account and a card
Two bank connections cover most sole traders. Receipts go in from your phone, categories fill themselves, and your accountant gets a clean export in spring.
Practice
A studio of three with a shared card and open invoices
Nightly reconciliation and invoice reminders earn their keep once more than one person is spending. Up to five people can sit in the same workspace.
Firm
A bookkeeper with a client list
One workspace per client, role-based permissions so each client sees only their own, and a Schedule C or VAT export ready on any day of the year.
04 / Billing
What gets charged, and when
The short version: once a year, the price on this page.
What am I billed for?
One annual charge for the plan you choose: $109 for Solo, $219 for Practice, $329 for Firm. Nothing is added per transaction, per receipt or per bank connection.
When does the charge happen?
On the day you start, and again on the same date each year. A reminder email goes out before every renewal.
Can I change plans mid-year?
Yes. Move up when you add a teammate or a client, or down when you no longer need to. The change shows on your next invoice in billing settings.
How do I cancel?
Open Settings, then Billing, then Cancel plan. Auto-renew switches off, and your workspace stays available until the end of the term you paid for.
What happens to my data if I leave?
Export your ledger, receipts and reports at any time. Anything you exported is yours to keep, whichever plan you were on.
05 / Close the month
Next month, the first of the month is yours again.
Plans start at $109 a year. Connect a bank account and the backlog sorts itself.