Pricing
Upcoming packages. A separate trial today.
The Core and Pro table is an upcoming package preview, not a checkout offer. The current 14-day Pro trial is separate: no card, no automatic renewal, and no promise that preview allowances or planned features are enabled.
Upcoming package preview
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| Plan details | Core | Pro |
|---|---|---|
| Monthly price | $99 USD/month | $199 USD/month |
| Included companies | 1 | 1 |
| Users for the included company | 3 | 10 |
| Each additional company | $50 USD/month | $75 USD/month |
| Plaid connections per company | 2 | 5 |
| Extra Plaid connections | Paid add-on — Price to be announced | Paid add-on — Price to be announced |
| Package focus | AI-assisted everyday accounting | Everything in Core, plus pro-forma invoicing, tax preparation and forms, and inventory |
What you can try now
The current Pro trial lasts 14 days, requires no card, and has no automatic renewal. Keep this trial statement beside its own action. Do not use it to imply the upcoming package allowances, planned bank connections, inventory, tax-preparation expansion, or other previewed capabilities are live.
Why the guide allowances differ
The site’s guide catalog uses a separate context: Core is listed at $99 USD/month for up to 5 users and 1 company; Pro is listed at $199 USD/month for up to 25 users and 3 companies. Those guide figures are not checkout terms, upcoming package allowances, or trial entitlements. Keep the basis visible wherever these figures appear.
Company and bank-connection definitions
In the upcoming package model, each plan includes one company. Additional-company pricing and Plaid connection counts are preview details, not evidence of live bank connectivity. A Plaid connection is defined there as one bank login that can contain multiple accounts; coverage at any institution still requires direct confirmation.
Planned capabilities and unresolved terms
Treat inventory, expanded tax preparation/forms, bank connectivity, revised allowances, extra-user terms, add-on pricing, and usage limits as planned or unresolved until a dated product and commercial source says otherwise. Preparation and exports are not tax filing, tax advice, or compliance assurances.
Evaluate the current product before committing
Use the Product page to understand the current customer, billing-document, receivables, and company-scoped sequence. Use the catalog-based fit guide to surface dependencies. Do not infer an integration, security certification, support commitment, or migration service from a pricing preview.