Choose the plan that fits your firm's needs. No hidden fees.
For independent accountants and small practices
Most popular for growing firms
For large firms & specialists
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Client Capacity | 50 | 250 | Unlimited |
| Monthly Reconciliations | 50 | 500 | Unlimited |
| Team Members | 1 | 5 | Unlimited |
| Custom Integrations | No | Yes | Yes |
| Advanced Analytics | No | Yes | Yes |
| White-Label Option | No | No | Yes |
| Uptime SLA | 99% | 99.5% | 99.9% |
| Support | Priority Email | 24/7 Dedicated |
All Professional plan features are available free for 14 days. No credit card required to start.
Yes. Upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
We accept all major credit cards, ACH bank transfers, and wire. Enterprise customers can arrange custom payment terms.
No setup fees on any plan. Starter and Professional plans are ready to go immediately.
Yes. Choose annual billing to save 20% on Starter and Professional plans.
Simply upgrade your plan or contact sales for a custom tier. Your existing setup transfers seamlessly.