Monthly
Annually

Essentials

Custom Plan
$0$0/month
billed annually
$0 in monthly expenses

For businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.

What's included:

Real-time visibility into your finances

Monthly P&L and balance sheet based on your bank and credit card activity

Year-end package for your tax preparer

Support from your dedicated US-based bookkeeping team in-app and over email

Core

Custom Plan
$0$0/month
billed annually
$0 in monthly expenses

For businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.

What's included:

Real-time visibility into your finances

Monthly P&L and balance sheet enriched with data from all your tools and systems

Faster monthly close with reports delivered on the 10th business day

Year-end package for your own tax preparer

Support from your dedicated US-based bookkeeping team in-app, email and over the phone

Custom

For businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.

Custom plans can include:

Everything in Essentials or Core

Income tax filings and tax planning

Payroll administration

Vendor payments

Sales tax management

Stock administration

R&D tax credit

CFO advisory, financial planning, and fundraising support

Support from your dedicated US-based finance and accounting team through every channel you need—in-app, email, phone, and Slack for CFO advisory customers