Simple pricing that scales with you.
Free plan: 2 entities, unlimited IC pairs, watermarked workpapers — no credit card required. Upgrade to push journal entries to QuickBooks Online.
- Up to 2 connected entities
- Unlimited IC pairs
- Transaction matching
- Workpaper preview
- No JE push to QuickBooks
- Watermarked workpapers
- DueToFrom branding
- Up to 4 connected entities
- Up to 3 team members with roles
- Unlimited IC pairs
- Auto-match & manual match
- JE push to QuickBooks
- Workpaper export
- Pair-level access control
- Daily auto-refresh
- Email digest
- Audit trail
- Up to 12 connected entities
- Up to 10 team members
- Everything in Starter
- Class/Department coding on JEs
- Priority email support
- Unlimited entities
- Unlimited team members
- Up to 25 client groups
- Everything in Professional
- Multi-client workspace with isolation
- Branded workpapers (firm logo)
- Dedicated account manager
Founding 20 Firms — 90 days of Professional, on the house.
For the first 20 multi-entity firms — that's $447 in value, free for 90 days. In exchange, you give us a 30–45 minute Zoom to get your first group set up, honest feedback on what works (and what doesn't), and — if it saves your team time — a short testimonial we can use.
- Up to 12 connected entities + JE push to QuickBooks
- Hands-on onboarding with the founder
- No credit card. No auto-charge after the trial.
What's in each plan
| Feature | Free | Starter | Professional | Firm |
|---|---|---|---|---|
| Connected entities | Up to 2 | 4 | 12 | Unlimited |
| IC pairs | Unlimited | Unlimited | Unlimited | Unlimited |
| Auto + manual matching | ||||
| JE push to QuickBooks | — | |||
| Workpaper export | Watermarked preview | Yes (branded) | ||
| Daily auto-refresh | ||||
| Email digest | ||||
| Audit trail | ||||
| Team members | 1 (owner) | Up to 3 | Up to 10 | Unlimited |
| Pair-level access control | — | |||
| Class / Department coding | — | — | ||
| Priority email support | — | — | ||
| Multi-client workspace | — | — | — | |
| Client groups | — | — | — | Up to 25 |
| Branded workpapers | — | — | — | |
| Dedicated account manager | — | — | — |
Common questions
Is there a free plan?
Yes — the Free plan supports 2 connected entities and unlimited IC pairs, with transaction matching and a watermarked workpaper preview. Pushing journal entries to QuickBooks requires a paid plan. No credit card needed.
Do you charge per user?
No. Pricing is per organization. Add as many team members as your plan allows.
Can I switch plans later?
Yes, anytime. Upgrades take effect immediately; downgrades apply at the end of your billing period.
What counts as a "connected entity"?
Each QuickBooks Online company you authorize counts as one connected entity.
Can I cancel anytime?
Yes. Cancel from the Billing page — no phone calls, no retention traps.
Do you store our QuickBooks data?
Only what we need to match and push journals. OAuth tokens are encrypted at rest; you can disconnect any entity with one click.