Compare products & plans

A dedicated finance expert, automatic transaction import, and accurate bookkeeping.

Monthly Fees 1
For businesses with annual revenue less than 2
Connections to financial institutions including: banks, credit cards, and payment processors
Dedicated finance expert
Profit and Loss Statements, Balance Sheet and Cash Flow Statements
Managed Payroll
Unlimited Cloud Storage

Core

$299

$250,000

Dedicated finance expert
Automatic transaction import
Accrual basis bookkeeping
P&L, balance sheet, cash flow statements
Payroll and balance sheet reconciliation

Select

$399

$500,000

Dedicated finance expert
Automatic transaction import
Accrual basis bookkeeping
P&L, balance sheet, cash flow statements
Payroll and balance sheet reconciliation

Plus

$499

$750,000

Dedicated finance expert
Automatic transaction import
Accrual basis bookkeeping
P&L, balance sheet, cash flow statements
Payroll and balance sheet reconciliation

1 All plans have an initial set up of $500+
2 Custom Pricing available for annual revenue greater than $750,000

Bookkeeping Basics

Dedicated finance expert
Automatic transaction import
Accrual basis bookkeeping
P&L, balance sheet, cash flow statements
Payroll and balance sheet reconciliation
Burn rate calculations
Connections to financial institutions including: banks, credit cards, and payment processors
Chart of accounts
Special transactions including: bills, invoices, checks and reimbursements

Advanced
Services

Industry standard financial ratios
Advanced revenue recognition
Billable expenses
Custom reporting
Multiple entity support
Multiple currency support
Comprehensive AR/AP tracking
Inventory tracking
Supporting schedules
Support for classes, departments, or locations

Concierge Services

Recurring monthly phone reviews
Expedited delivery
Priority support

Core

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Plus

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