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Monthly Plans

Essentials

$399

Often a fit for small businesses with straightforward books and under $500K in annual revenue.

/mo

  • Lower transaction volume across a few bank and credit card accounts

  • Straightforward income and expense categorization

  • Minimal integrations or additional tracking required

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Complete

$599

Often a fit for growing businesses with more transactions and $500K–$1M in annual revenue.

/mo

  • Moderate transaction volume across multiple accounts

  • Multiple income sources or payment platforms to reconcile

  • Additional accounts and transactions to keep organized

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Premium

$899+

  • Often a fit for established businesses with more complex books and $1M+ in annual revenue.

/mo

  • Higher transaction volume across multiple accounts

  • Multiple payment platforms and more complex transactions

  • More accounts and financial activity to keep organized

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Specialized Services

Catch-Up & Cleanup

Behind on your books or need to correct errors? We’ll get your records up to date and organized. Custom pricing based on your needs.

Financial & Tax Consulting

Get guidance on your business finances, cash flow, budgeting, and tax planning to make more informed decisions. Custom pricing based on your needs.

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