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AI Credits
Included AI credits
Limited daily
$35/mo
$125/mo
$125/mo
Bring your own API keys
Document Processing
Monthly documents
10
50
Unlimited
Unlimited
AI categorization
Basic
Advanced
Advanced
Advanced + Custom
Bank statement conversion
Integrations
MCP server access
QuickBooks integration
Gmail & Outlook sync
Custom integrations
Collaboration
Team members
1
3
Unlimited
Unlimited
Client portal
White-label
Support
Priority support
Dedicated account manager
Starter
Free
Get Started FreeAI Credits
Included AI creditsLimited daily
Bring your own API keys
Document Processing
Monthly documents10
AI categorizationBasic
Bank statement conversion
Integrations
MCP server access
QuickBooks integration
Gmail & Outlook sync
Custom integrations
Collaboration
Team members1
Client portal
Support
Priority support
Dedicated account manager
Plus
$35/mo
Get StartedAI Credits
Included AI credits$35/mo
Bring your own API keys
Document Processing
Monthly documents50
AI categorizationAdvanced
Bank statement conversion
Integrations
MCP server access
QuickBooks integration
Gmail & Outlook sync
Custom integrations
Collaboration
Team members3
Client portal
Support
Priority support
Dedicated account manager
Pro
$125/mo
Get StartedAI Credits
Included AI credits$125/mo
Bring your own API keys
Document Processing
Monthly documentsUnlimited
AI categorizationAdvanced
Bank statement conversion
Integrations
MCP server access
QuickBooks integration
Gmail & Outlook sync
Custom integrations
Collaboration
Team membersUnlimited
Client portal
Support
Priority support
Dedicated account manager
Custom
$200+/mo
Contact UsAI Credits
Included AI credits$125/mo
Bring your own API keys
Document Processing
Monthly documentsUnlimited
AI categorizationAdvanced + Custom
Bank statement conversion
Integrations
MCP server access
QuickBooks integration
Gmail & Outlook sync
Custom integrations
Collaboration
Team membersUnlimited
Client portalWhite-label
Support
Priority support
Dedicated account manager
Frequently asked questions
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