Pick the plan that matches your business, not your headcount.
Every plan gets the same review queue, the same ledger, and the same close-the-month checklist. What changes is how many entities and people you need, how much AI review is included before overage applies, and how much live bank connectivity comes with it. Every figure below is read from the same catalog the product enforces — this page can't say one thing while the app does another.
- Entity
- 1
- User
- 1
- AI Ops included / month
- 200
- AI Op overage
- $0.05 / op
- Bank institutions
- 2
- Connected bank accounts
- 4
- Balance refreshes / month
- 5
- Employee reimbursements
- Consolidated reports across entities
- External accountant access
- Entities
- 2
- Users
- 5
- AI Ops included / month
- 1,000
- AI Op overage
- $0.04 / op
- Bank institutions
- 5
- Connected bank accounts
- 12
- Balance refreshes / month
- 15
- Employee reimbursements
- Consolidated reports across entities
- External accountant access
- Entities
- 5
- Users
- 20
- AI Ops included / month
- 5,000
- AI Op overage
- $0.03 / op
- Bank institutions
- 12
- Connected bank accounts
- 30
- Balance refreshes / month
- 30
- Employee reimbursements
- Consolidated reports across entities
- External accountant access
Every account starts the same way
Signing up starts a 14-day trial with the full Micro feature set — no card required, whichever plan you had your eye on. When the trial ends, picking a plan happens in a conversation with us, not a checkout page: there's no self-serve plan selection or card form in the product yet, and we'd rather say that here than surprise you on day fourteen. Once your plan is set up, it runs as an ordinary monthly Stripe subscription, and your billing settings show the plan, the next invoice, and the card on file.
Prices are monthly. There's no annual billing yet, no per-seat add-ons, and no custom enterprise tier.
What's metered, and what counts
One AI Op is one receipt extraction or one AI categorization — the two operations that cost real money to run. Smaller cleanup passes, like normalizing a vendor name, don't count against your allowance. Each plan includes a monthly allowance, and the meter is visible in your settings: it turns amber at 80% and shows exactly what any overage will cost before it bills.
Live bank feeds are included on every plan, with the caps shown above on connected institutions, connected accounts, and on-demand balance refreshes. Those caps are hard — no overage billing on bank connectivity — and CSV statement import is always available regardless.
What happens at the limits
| The limit | What actually happens |
|---|---|
| AI Ops allowance | Processing never stops. Past your included allowance, each additional op bills as overage at your plan's per-op rate, on your monthly invoice. You're warned at 80%, and the running overage total is visible before it ever bills. |
| Entities, users, bank institutions, accounts, balance refreshes | A hard stop with the fix named: the action is refused and the message tells you which plan lifts the limit. Nothing partial happens, and nothing you already have is touched. |
| A failed payment — or a trial that ends without a plan | Everything keeps working normally for a 14-day grace period. After that, your books go read-only: reports and exports still work, nothing is deleted, and everything comes back the moment billing is sorted. |
Not sure which plan fits?
Tell us how many entities and people you have and where your receipts come from — sizing this takes one email, not a sales call.