Pick the plan that fits your business. No hidden fees, no per-transaction charges, no surprises.
Starter
For solo operators keeping their own books — simple, clean, no fluff.
Core
For growing businesses that want bank sync, invoicing, and more users.
Firm
For accounting & bookkeeping firms managing multiple clients under your brand.
All plans include a 14-day free trial. No credit card required.
| Feature | Starter | Core | Firm |
|---|---|---|---|
| Bookkeeping | |||
| Double-entry accounting | ✓ | ✓ | ✓ |
| Unlimited transactions | ✓ | ✓ | ✓ |
| Chart of Accounts | ✓ | ✓ | ✓ |
| Bank reconciliation | ✓ | ✓ | ✓ |
| Journal entries | ✓ | ✓ | ✓ |
| Automatic bank sync (Plaid) | — | 3 feeds | per client |
| Auto-categorization rules | — | ✓ | ✓ |
| Reports | |||
| Profit & Loss | ✓ | ✓ | ✓ |
| Balance Sheet | ✓ | ✓ | ✓ |
| General Ledger | ✓ | ✓ | ✓ |
| Cash Flow Statement | — | ✓ | ✓ |
| PDF export | ✓ | ✓ | ✓ |
| Accounts Receivable | |||
| Invoicing | — | ✓ | ✓ |
| Online payments (Stripe) | — | ✓ | ✓ |
| Customer management | — | ✓ | ✓ |
| Users & Access | |||
| Users included | 1 | 3 | Unlimited |
| Additional users | — | +$2/mo | Included |
| Firm Features | |||
| Multi-client dashboard | — | — | ✓ |
| White-label branding | — | — | ✓ |
| Custom domain | — | — | ✓ |
| Client-facing pay portal | — | — | ✓ |
Every plan includes full bookkeeping, bank sync, all reports, and the complete real estate module — tenant ledgers, rent roll, maintenance tracking, owner statements, and more. Scale up as you acquire more entities or units.
Starter
Investor
Portfolio
Professional
Business
All plans include a 14-day free trial. No credit card required. Need more than 20 entities? Contact us.
| Plan | Separate Books / Entities | Total Units | Monthly |
|---|---|---|---|
| Starter | 1 | Up to 10 | $33.98 |
| Investor | 3 | Up to 25 | $54.98 |
| Portfolio ★ | 5 | Up to 50 | $74.98 |
| Professional | 10 | Up to 100 | $109.98 |
| Business | 20 | Up to 250 | $169.98 |
Expand when your business requires it. Add-ons are activated per account and billed separately.
Track contractor payments all year, then file 1099-NEC forms directly with the IRS at year-end. Vendor management, W-9 collection, and e-filing all in one place.
Add the full real estate module to any Firm-plan client — tenant ledger, rent roll, maintenance tracking, owner statements. Available per client on the Firm bookkeeping plan.