Flexible automation for growing financial operations.
Choose a plan based on your number of entities, financial connections, workflow complexity, transaction activity, and support requirements.
Monthly
Annual
Starter Plan
For small businesses automating core bookkeeping and reconciliation workflows.
$199/mo
$1,990/year
One business entity
Up to three financial connections
Bookkeeping Agent
Reconciliation Agent
Monthly financial reports
Standard workflow templates
Basic exception management
Email support
One administrator account
Growth Plan
For growing businesses that need broader automation and ongoing close management.
$499/mo
$4,990/year
Everything in Starter
Up to ten financial connections
All core AI agents
Weekly reconciliation workflows
Invoice monitoring
Document collection workflows
Month-end close checklist
Advanced exception management
Custom financial rules
Priority support
Up to five team members
Custom pricing
For multi-entity businesses, finance teams, and accounting partners with advanced workflow requirements.
Custom pricing
Everything in Growth
Multiple business entities
Custom connection limits
Consolidated reporting
Role-based permissions
Advanced approval workflows
Custom agent configurations
API access
Dedicated implementation support
Monthly
Annual
Starter Plan
For small businesses automating core bookkeeping and reconciliation workflows.
$199/mo
$1,990/year
One business entity
Up to three financial connections
Bookkeeping Agent
Reconciliation Agent
Monthly financial reports
Standard workflow templates
Basic exception management
Email support
One administrator account
Growth Plan
For growing businesses that need broader automation and ongoing close management.
$499/mo
$4,990/year
Everything in Starter
Up to ten financial connections
All core AI agents
Weekly reconciliation workflows
Invoice monitoring
Document collection workflows
Month-end close checklist
Advanced exception management
Custom financial rules
Priority support
Up to five team members
Custom pricing
For multi-entity businesses, finance teams, and accounting partners with advanced workflow requirements.
Custom pricing
Everything in Growth
Multiple business entities
Custom connection limits
Consolidated reporting
Role-based permissions
Advanced approval workflows
Custom agent configurations
API access
Dedicated implementation support
Monthly
Annual
Starter Plan
For small businesses automating core bookkeeping and reconciliation workflows.
$199/mo
$1,990/year
One business entity
Up to three financial connections
Bookkeeping Agent
Reconciliation Agent
Monthly financial reports
Standard workflow templates
Basic exception management
Email support
One administrator account
Growth Plan
For growing businesses that need broader automation and ongoing close management.
$499/mo
$4,990/year
Everything in Starter
Up to ten financial connections
All core AI agents
Weekly reconciliation workflows
Invoice monitoring
Document collection workflows
Month-end close checklist
Advanced exception management
Custom financial rules
Priority support
Up to five team members
Custom pricing
For multi-entity businesses, finance teams, and accounting partners with advanced workflow requirements.
Custom pricing
Everything in Growth
Multiple business entities
Custom connection limits
Consolidated reporting
Role-based permissions
Advanced approval workflows
Custom agent configurations
API access
Dedicated implementation support
Have a Challenge or an Idea?
Fill out the form, and let’s talk about how we can support your business with tailored solutions.
Call us at:
+123 456 780
Visit us at:
425 Innovation Way, Suite 900 San Francisco, CA 94107 United States
Have a Challenge or an Idea?
Fill out the form, and let’s talk about how we can support your business with tailored solutions.
Call us at:
+123 456 780
Visit us at:
425 Innovation Way, Suite 900 San Francisco, CA 94107 United States
Have a Challenge or an Idea?
Fill out the form, and let’s talk about how we can support your business with tailored solutions.