Solo
One person, one entity
$12
per month
- 1 bank connection
- 200 transactions a month
Pricing
Pay for the months you use.
Every plan includes bank feeds, matching rules, and read-only adviser access.
Team
Up to ten people
$39
per month
- 5 bank connections
- Unlimited transactions
- Month-end checklist
Firm
Many entities
$99
per month
- Unlimited connections
- Multi-entity reports
- Audit log export
Questions
Before you start
- Can I switch plans?
- Yes. Changes apply from the next billing day.
- Do you keep my bank credentials?
- No. Connections use read-only tokens that you can revoke at any time.
- What happens when I cancel?
- Your data stays exportable for ninety days.