⚡ Upgrade
U
⚡ Simple, transparent pricing
Upgrade Your Plan
Enterprise-grade financial tools built for small business. No surprise fees.
Monthly Annual Save 20%
Free
$0
forever
Perfect for solo operators just getting started.
Current Plan
    ${[['✓ Bookkeeping — 100 tx/mo','green'],['✓ 1 bank account','green'], ['✓ Basic P&L report','green'],['✓ BizForma (1 entity)','green'], ['✗ Payroll','gray'],['✗ PBX / Phone','gray'], ['✗ AI Insights','gray'],['✗ Reports export','gray'] ].map(([t,c])=>`
  • ${t}
    • `).join('')}
MOST POPULAR
Starter
$29/mo
billed monthly
For growing businesses managing finances day-to-day.
    ${[['✓ Unlimited transactions','green'],['✓ Up to 5 accounts','green'], ['✓ Full P&L + CSV export','green'],['✓ BizForma (3 entities)','green'], ['✓ Payroll — up to 5 employees','green'],['✓ PBX — 1 number + SMS','green'], ['✗ AI Insights / CFO Chat','gray'],['✗ Priority support','gray'] ].map(([t,c])=>`
  • ${t}
    • `).join('')}
Pro
$79/mo
billed monthly
For teams that want AI-powered insights and forecasting.
    ${[['✓ Everything in Starter','green'],['✓ Unlimited accounts','green'], ['✓ AI Insights + CFO Chat','green'],['✓ Cash flow forecast','green'], ['✓ Payroll — up to 25 employees','green'],['✓ PBX — 3 numbers + IVR','green'], ['✓ BizForma — unlimited entities','green'],['✗ Dedicated account manager','gray'] ].map(([t,c])=>`
  • ${t}
    • `).join('')}
Business
$199/mo
billed monthly
For agencies and fractional CFOs managing multiple clients.
    ${[['✓ Everything in Pro','green'],['✓ Up to 10 business profiles','green'], ['✓ White-label reports','green'],['✓ Priority support + SLA','green'], ['✓ Payroll — unlimited employees','green'],['✓ PBX — 10 numbers + IVR','green'], ['✓ Custom integrations','green'],['✓ Dedicated account manager','green'] ].map(([t,c])=>`
  • ${t}
    • `).join('')}
Full Feature Comparison
${['Free','Starter','Pro','Business'].map((p,i)=>``).join('')} ${[ ['Bookkeeping Transactions','100/mo','Unlimited','Unlimited','Unlimited'], ['Bank Accounts','1','5','Unlimited','Unlimited'], ['P&L Reports','Basic','Full + CSV','Full + PDF','White-label'], ['Payroll Employees','—','Up to 5','Up to 25','Unlimited'], ['PBX Phone Numbers','—','1','3','10'], ['IVR / Call Routing','—','—','✓','✓'], ['BizForma Entities','1','3','Unlimited','Multi-client'], ['AI Insights','—','—','✓','✓'], ['CFO Chat','—','—','✓','✓'], ['Cash Flow Forecast','—','—','✓','✓'], ['CSV / PDF Export','—','CSV','CSV + PDF','CSV + PDF'], ['Priority Support','—','—','—','✓ + SLA'], ['API Access','—','—','✓','✓'], ['Custom Integrations','—','—','—','✓'], ].map(([feat,...vals])=>` ${vals.map((v,i)=>``).join('')} `).join('')}
Feature${p}
${feat}${v}
${[ ['Can I switch plans anytime?','Yes — upgrades take effect immediately, downgrades at end of billing period. No cancellation fees.'], ['Is there a free trial?','Pro and Business plans include a 14-day free trial. No credit card required to start.'], ['What happens to my data if I downgrade?','Your data is preserved. Features above your plan tier are locked (not deleted) until you upgrade again.'], ['Do you offer discounts for nonprofits?','Yes — contact us for 40% nonprofit and early-stage startup pricing.'], ].map(([q,a])=>`
${q}
${a}
`).join('')}