Solo
Solo accountants and bookkeepers.
Founding rate · locked 12 months
Billed monthly · then $79 at launch
Replaces ~$270–860/mo of bookkeeper time
Get early access- You'll get:
- 250 pages / firm / month
- Unlimited clients
- Unlimited bookkeeper seats
- Bank statement, check image & check register extraction
- Account matching + categorization
- Export to QuickBooks (IIF, QBO) or Excel
- 3-month backfill window
- Full audit trail
- Encrypted cloud storage — off your local server
- Email support
Professional
Small firms running active books.
Plaid + QBO sync · Bulk review · 12-mo backfill
Founding rate · locked 12 months
Billed monthly · then $499 at launch
Replaces ~$1,350–4,350/mo of bookkeeper time
Get early access- You'll get everything in Solo, plus:
- 1,500 pages / firm / month
- 12-month backfill window
- Bulk review, accept, and reclassify
- Connect bank accounts with Plaid
- QuickBooks Online sign-in & sync
- Priority email support
Firm
Multi-entity firms and high-volume practices.
MCP server · Agent-ready · Priority SLA
Founding rate · locked 12 months
Billed monthly · then $999 at launch
Replaces ~$3,600–11,600/mo of bookkeeper time
Talk to us- You'll get everything in Professional, plus:
- 4,000 pages / firm / month
- Unlimited backfill window
- MCP server + agent-ready data access
- Unlimited Plaid bank connections
- Priority processing queue + SLA
- Audit log export
- Dedicated CSM
the fine print —
Compare plans
| Solo | Professional | Firm | |
|---|---|---|---|
| Pages per firm / mo | 250 | 1,500 | 4,000 |
| Overage | $0.25 / page | $0.20 / page | $0.15 / page |
| Clients | Unlimited | Unlimited | Unlimited |
| Bookkeeper seats | Unlimited | Unlimited | Unlimited |
| Bank accounts per client | Unlimited | Unlimited | Unlimited |
| Backfill window | 3 months | 12 months | Unlimited |
| Bank statement extraction | Included | Included | Included |
| Check image extraction | Included | Included | Included |
| Check register extraction | Included | Included | Included |
| Account matching + rules | Included | Included | Included |
| Export: QuickBooks (IIF, QBO), Excel | Included | Included | Included |
| Audit trail | Included | Included | Included |
| Encrypted cloud storage + 7-yr retention | Included | Included | Included |
| Bulk review / accept / reclass | — | Included | Included |
| Connect bank accounts with Plaid | — | 1 per client | Unlimited |
| QuickBooks Online sign-in & sync | — | Included | Included |
| MCP server + agent-ready data access | — | — | Included |
| Priority queue + SLA | — | — | Included |
| Audit log export | — | — | Included |
| Dedicated CSM | — | — | Included |
Need SSO, custom SLA, or multi-office support?Talk to us →
Pricing questions
What is the founding-firm discount?
While we're in pre-launch, founding firms get 50% off every plan, locked for 12 months from signup. The price you see is the founding rate; the crossed-out price is what the plan lists for at launch. Your rate doesn't change for a full year even after we go live.
Do you charge per client?
No. Every plan includes unlimited clients and unlimited bookkeeper seats. The only thing that scales with your bill is total page volume across your firm — adding a new client doesn't change your line item.
How are pages counted?
One page equals one page of a bank statement or check image you upload. Most monthly statements run 5-8 pages; year-end review statements can run 30+. Backfill counts the same way. Pages pool across your whole firm.
What happens if I exceed my page allowance?
We never block processing. Overage runs $0.15-$0.25 per page depending on your tier, and we surface upgrade prompts well before usage frustration sets in.
Can I add or remove clients mid-month?
Add anytime — no per-client fee. Pages pool across your firm regardless of how many clients you're running, so onboarding new SMBs doesn't add to your bill.
Are documents used to train AI models?
No. Your client data is never used to train AI models. See our Security page for the full breakdown of how data is processed and stored.
Do I still need my own server or backups?
No — that's part of the point. Your clients' statements, checks, and exports live in encrypted cloud storage (AES-256 at rest, TLS 1.2+ in transit), backed up and isolated per firm — not on a server in your office you have to secure, back up, and recover from ransomware yourself. That's the storage posture the FTC Safeguards Rule now expects. See our Security page for details.
get started —
One flat rate.
Every client you onboard.