Priced per business, not per invoice or per transaction. Every plan starts with a 7-day free trial, and you can move between them whenever your team changes.
Choosing a plan takes you to sign-in first, then straight to secure checkout. Already have an account? Sign in.
For solo founders getting their books in order.
Billed monthly, cancel anytime
For consultants who invoice and plan for taxes.
Billed monthly, cancel anytime
For teams who need everyone in the numbers, without limits.
Billed monthly, cancel anytime
Every plan starts with a 7-day free trial. Nothing is charged until the trial ends, and cancelling before then costs you nothing.
Your card is only authorised. The first charge lands when the trial ends, and not before.
Switch plans or billing interval whenever you like. Stripe prorates the difference automatically.
Checkout and billing management are hosted by Stripe. We store a customer reference, never a card number.
The full feature matrix, so there are no surprises after you subscribe.
| Feature | Starter | ProfessionalPopular | Agency |
|---|---|---|---|
| User seats | 1 | Up to 5 | Unlimited |
| Income & expense tracking | Included | Included | Included |
| Schedule C categories | Included | Included | Included |
| Dashboard & trend charts | Included | Included | Included |
| Client directory | Included | Included | Included |
| JSON / CSV export | Included | Included | Included |
| Invoicing with PDF export | Not included | Included | Included |
| Email invoices to clients | Not included | Included | Included |
| Quarterly tax estimator | Not included | Included | Included |
| Business & personal budgets | Not included | Included | Included |
| AI budget recommendations | 3 / month | 30 / month | Unlimited |
| AI analysis of budget changes | Not included | Included | Included |
| Team invitations & roles | Not included | Included | Included |
| Onboarding call | Not included | Not included | Included |
| Support | Priority email | Dedicated |
Prices are in US dollars and exclude any sales tax or VAT that may apply in your region.