Every plan includes bank feeds, receipt capture and a named human in support. Try any plan free for 14 days.
For freelancers who want clean books and invoices that get paid.
No card required
For small studios juggling clients, payroll and a shared inbox of receipts.
No card required · Cancel in two clicks
For growing firms and accountants managing books for several entities.
Or book a 20-min walkthrough
The short answers to what people ask us most. Anything else, write to us. A person reads every email.
Yearly plans cost about 20% less, roughly two and a half months free. That's $48 a year on Solo, $120 on Studio and $288 on Practice. You're billed once up front, and unused months are refunded pro-rata if you cancel.
Yes, anytime from Settings → Billing. Upgrades take effect immediately and are prorated to the day. Downgrades apply at the start of your next billing period so you never lose features you've paid for.
Nothing is charged automatically. We'll email you three days before it ends. If you don't pick a plan, your account goes read-only for 90 days so you can still export everything.
Bank connections are read-only and run through regulated aggregators. Data is encrypted with AES-256 at rest and TLS 1.3 in transit, stored in US and EU regions, and covered by our annual SOC 2 Type II audit.
Registered nonprofits and early-stage founders in accredited programs get 40% off any plan for the first year. Send proof of status to [email protected] and we'll apply it within one business day.
Always, and free. Invite your accountant as an advisor on any plan. Advisor seats never count toward your user limit.
Get our one-page plan comparison and a 2026 tax deadline calendar by email.