Simple, Transparent Pricing
Choose the plan that fits your firm size and operational needs. Cancel or scale anytime.
Monthly BillingYearly Billing Save 20%
Practice Plan
$2,000/month
Includes up to 10 active client accounts.
+$300/month per add-on client
- Up to 10 Active Clients Included
- Add-on Clients: +$300/month each
- Standard Plaid Bank Feeds
- Double-Entry Accounting Engine
- Firm White-Label PDF Reports
- Standard Email Support
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Scale Plan
$6,000/month
Includes up to 35 active client accounts.
+$250/month per add-on client
- Up to 35 Active Clients Included
- Add-on Clients: +$250/month each
- Unlimited Staff & Manager Seats
- White-Labeled Client Portals
- Automated Invoicing & AR Engine
- Priority Support & SLA
Enterprise Plan
Custom
Custom pricing for 35+ clients & multi-office practices.
Tailored Firm Volume
- 35+ Active Clients & Custom Volume
- Custom Core API Integration
- Dedicated Firm Account Manager
- SAML SSO & Okta / Azure IAM
- Custom Security & Data Contracts
- 24/7 Telephone SLA Support