What each plan includes

Steps

1. 1

   Step 1: Open Billing (⌘K: Billing and plan). Only the owner sees it.

2. 2

   Step 2: Read Plan, Companies and What your plan includes.

3. 3

   Step 3: Compare every plan on the pricing page.

The plans

• Free, $0: one company, 3 banks linked through Stripe, Plaid or Teller (one per bank, balances refreshed monthly), the first 100 transactions a month categorized automatically, 20 AI questions a month, and agents that read.
• Pro, $149 a month or $1,490 a year: 2 companies, $49 a month for each extra, every transaction categorized, 300 AI questions a month, agents that write with approval, and unlimited teammates.
• Holding, $399 a month or $3,990 a year: 10 companies, $29 a month for each extra, consolidation, rules by amount, SSO and 1,000 AI questions a month.

Good to know

• Annual plans get 2 months free.
• Import, export and your accountant's seat are free on every plan.

Related articles

• How the 14-day trial works
• Change your plan, card or invoices, or cancel
• What happens to extra companies on Free