Pricing

Every plan includes every feature. Plans differ by how many accounts you connect and how much AI usage is included. Prices in USD.

Every plan includes

We do not hold features back for higher tiers. Plans differ only in how many accounts you connect, how much AI usage is included, and your level of support.

  • ✓ Policy-enforced QuickBooks Online connection
  • ✓ Role-based permissions
  • ✓ Human approval workflows
  • ✓ Complete audit logging
  • ✓ Comprehensive Health Check reviews
  • ✓ Ticket workflow tools
  • ✓ AI chat assistant
  • ✓ Team roles across the firm
Starter
$99 / month
Up to 5 accounts
connected QuickBooks companies
5 million tokens
included AI usage per month*

Email support

Get Started
Professional
$149 / month
Up to 10 accounts
connected QuickBooks companies
10 million tokens
included AI usage per month*

Priority email support

Get Started
Firm
$249 / month
Up to 20 accounts
connected QuickBooks companies
25 million tokens
included AI usage per month*

Priority support with a named contact,
plus onboarding assistance

Get Started

*Bring your own AI key — and the token limit no longer applies

The token allowance covers AI usage running on our accounts. Connect your own provider key instead and you are billed by that provider directly, at their rates, with no monthly token cap from us. Your plan's account limit and support level are unchanged.

Supported providers: Anthropic (Claude), OpenAI (GPT), and Google (Gemini) — plus local or self-hosted models that speak the OpenAI-compatible API.

30-day money-back guarantee on your first payment.

Not the right fit? Ask within 30 days of your first payment and we refund it in full — no usage conditions, no deduction for AI usage, no reason required. See the Refund & Cancellation Policy for the full terms.

Want to see it against your own books first? Ask us for a trial code — run a free Health Check and work the results with our issue resolution assistance and workflow tools. No payment method required, and nothing converts to a paid plan on its own.

Subscriptions renew automatically until canceled. You can cancel anytime from within the product — cancellation stops all future billing.

Need more than 20 accounts? Contact us. See our Refund & Cancellation Policy for billing details.