Pricing

Simple pricing. Per company Unlimited users

Pick a plan for each client company. Billed annually. Change plans anytime.

Core

$5/month
per company

Billed annually ($60/yr)or pay monthly at $10/mo

Run every close in one place.

  • 2-way QuickBooks sync
  • Month-end close checklists & task management
  • Branded client portal & document intake
  • Client questions with one-click reminders
  • Firm-wide status view & time tracking
  • Unlimited team members
Standard AI usage*categorization and flags for light books
Book a demo
Most popular

Plus

$15/month
per company

Billed annually ($180/yr)or pay monthly at $25/mo

Agents do the books. You approve.

  • Everything in Core
  • AI agents run the full month — categorization, statement matching, reconciliation, draft close
  • Human checkpoints & manager sign-off on every workflow
  • AI journal entries, accruals & flux analysis
  • Engagement letters with reminders & acceptance tracking
5× more AI usage*
Book a demo

Scale

Full OS
$35/month
per company

Billed annually ($420/yr)or pay monthly at $55/mo

The full operating system for your heaviest clients.

  • Everything in Plus
  • Tax workflows — 1040, 1120-S, 1099-NEC
  • Consolidated reports across entities + custom report builder
  • AI CFO in the client portal
  • Per-client margin — revenue, human cost, AI cost, computed
  • Priority support
Maximum AI usage*
Book a demo

Firms with 100+ companies: volume pricing, SSO, dedicated onboarding — Contact sales

*AI usage scales with each client's transaction volume. Usage is visible per client on your dashboard. If a client regularly exceeds their plan's usage, we'll recommend the next tier — agents never stop mid-close. Usage must be reasonable per our fair-use policy.

Every plan: unlimited team members · QuickBooks 2-way sync · client portal · every AI action logged · no setup fee.

FAQ

See it on your clients' books.

Book a 30-minute walkthrough. We'll map Core, Plus, and Scale to the companies you already run.

Book a demo