Personal
Individual use
$
19
/ month
100,000
tokens / month
100 MB
storage
- Limit 3 bank accounts
- Automatic categorization (editable)
- Export to Excel
- Printable PDF reports
- Process up to 60 pages
- Handle up to 2,000 transactions
- AI financial advisor –Starter New
- Unlimited personal & business accounts
- Automatic categorization (editable)
- Export to Excel
- Printable PDF reports
- Process up to 150 pages
- Handle up to 4,400 transactions
- AI financial advisor –Starter New
- Unlimited clients
- Folders per client
- Automatic categorization (editable)
- Export to Excel
- PDF reports per client
- Process up to 600 pages
- Handle up to 17,600 transactions
- AI financial advisor –Starter New
- Admin dashboard
- Unlimited users and clients
- Individual folders for each user
- Transaction tracking per user
- Tax-ready reports (C-Corp, S-Corp, LLC)
- PDF reports per client
- Export to Excel
- Process up to 750 pages
- Handle up to 21,600 transactions
- AI financial advisor – Pro New
Personal + Business
Most Popular
$
39
/ month
250,000
tokens / month
200 MB
storage
Accountant
Multi-client
$
69
/ month
1,000,000
tokens / month
400 MB
storage
Accounting Teams
Multi-Users
$
149
/ month
1,250,000
tokens / month
500 MB
storage
Built for teams
✔ 7-day free trial
✔ 10,000 tokens
✔ No credit card required
Not sure which plan to choose?