Plans to run your business
Find the perfect plan to grow, streamline, and scale your business.
Starter Plan
Getting started or keeping it simple? This plan has everything you need to build your foundation.
- ✓ Create unlimited estimates, invoices, bills, and bookkeeping records
- ✓ Option to accept online payments
- ✓ Invoice on-the-go
- ✓ Manage cash flow and customers in one dashboard
Pro Plan
Level up your business with tools to work smarter, save time, and stay ahead.
- ✓ Everything in Starter, plus....
- ✓ Auto-merge and categorize bank transactions
- ✓ Digitally capture unlimited receipts and track expenses
- ✓ Automate late payment reminders
- ✓ And more!
Growth Plan
Tap into the power of AI to streamline operations, scale faster, and achieve more.
- ✓ Everything in Pro, plus....
- ✓ Auto-import bank transactions
- ✓ AI co-pilot for managing your business
- ✓ Unlimited workflows
- ✓ Priority support via email and chat
Compare Plans
| Features | Starter Free | Pro $9.99/mo | Growth $19.99/mo |
|---|---|---|---|
| Core Features | |||
| Invoicing & Estimates | Unlimited | Unlimited | Unlimited |
| Expense Tracking | Basic | Advanced | Advanced + Custom Tags |
| Bank Connections | Manual Import | 3 Connections | Unlimited |
| Receipt Scanning | × | 100/month | Unlimited |
| AI Copilot | × | × | ✓ |
| Collaboration | |||
| Team Members | 1 User | Up to 3 Users | Up to 10 Users |
| Client Portal | Basic | Advanced | Custom Branded |
| Access Controls | × | ✓ | Advanced |
| Automation | |||
| Smart Categorization | Basic Rules | Advanced Rules | AI-Powered |
| Recurring Invoices | 3/month | Unlimited | Unlimited |
| Automated Workflows | × | 2 Workflows | Unlimited |
| Reporting & Insights | |||
| Financial Reports | Basic | Standard | Advanced & Custom |
| Cash Flow Forecasting | × | 30 Days | 90 Days |
| Custom Dashboard | × | ✓ | Advanced |
| Support & Storage | |||
| Customer Support | Community | Priority + Chat | |
| Storage Space | 1GB | 5GB | 25GB |
| Data Backup | N/A | Weekly | Daily |
Frequently Asked Questions
What payment methods do you accept?
We accept all major credit cards, including Visa, Mastercard, and American Express. We also support payment via PayPal and direct bank transfers.
Can I change my plan later?
Yes, you can upgrade or downgrade your plan at any time. Changes will be reflected in your next billing cycle.
Is there a free trial?
Yes, all paid plans come with a 14-day free trial. No credit card required to start.
What happens when I upgrade or downgrade?
When you upgrade, you'll get immediate access to new features. If you downgrade, you'll keep premium features until the end of your current billing period.