Pricing
Simple pricing, by how much you keep.
Every plan works with QuickBooks Online, or with a trial balance from any accounting system. Start with a 30-day free trial, no card needed.
Standard at $29 a month per company, the price of Starter, for the first 25 companies to subscribe. Locked for as long as you stay subscribed.
Starter
One set of books, and everything a board meeting needs from them.
$29a month
Or $290 a year, two months free
- Connect QuickBooks Online, or upload a trial balance and chart of accounts
- One-page board summary, slide deck and full report
- AI-drafted commentary, with every figure checked against your books
- Budget against actual, and comparisons with last year
- The month-end checklist and a library of finalized packets
Standard
Everything a board packet needs, from your own books.
$49a month, per company
Or $490 a year, two months free
- Everything in Starter, for every set of books you keep, each at the same price
- Switch between companies from the top of the screen
- Every client's close on one screen, for bookkeepers and firms
- Formatted statements over any period, by month, against budget or last year
- Every transaction across every company, in one workbook
Pro
Early accessFor organizations that want the numbers to come to them.
$49a month, per company
During early access. $99 later.
Everything in Standard, plus:
- Chart anything: cash, margins, any account or group over time
- Saved charts, placed on your full report, board summary or slide deck
- Budgets built from last year's actuals, with a QuickBooks upload file
- Forecasts: the months so far from your books, the rest modeled
- Monthly board notes that shape the AI-drafted commentary
- Reports by program, class or location
Questions
What counts as a company?
One QuickBooks Online company, or one set of books uploaded as a trial balance and chart of accounts. Starter covers one. Standard and Pro are priced per company, so a second set of books adds to the bill rather than needing a different plan.
How does the free trial work?
30 days with everything in your plan, and no card needed. At the end, choose a plan to keep going. Nothing is charged until you do.
Monthly or annual?
Either. Annual is two months free: $290 a year for Starter instead of $348, $490 for Standard instead of $588. You can switch or cancel from Settings.
Why is Pro $49 now and $99 later?
Early access is priced for what Pro does today, while it is still young and we are still learning from the people using it. It becomes $99 later, and you will hear from us before that changes anything you pay.
What is the founding price?
Standard at $29 a month per company, the price of Starter, for the first 25 companies to subscribe, locked for as long as they stay subscribed. On Pro, founders pay $29 during early access and a locked $59 once its features ship.
What happens to my data if I leave?
Disconnect QuickBooks from Settings at any time, and we delete your organization's data on request.