Plans and pricing
Choose the plan that fits your business.
Most popular
Pro
For business owners
$34.99$24.99/mo
Launch price
- Monthly record, cash flow and tax reserve
- PR tax compliance (SUT, payroll returns, license, CRIM)
- Debts (Card IQ), savings goals and AI insights
- Automatic bank connection (Plaid) and AI expense capture
- Incentive discovery, AI advisor and Business Plan (5 docs/mo)
Business
For accountants and consultants
$59/mo
- Everything in Pro, per-client for each business you manage
- 5 clients included, each additional client $12/mo
- Professional invoices and card payments (Stripe)
- Proposals & agreements with e-signature and payment
- Appointment scheduling (Google/Outlook, payments, reminders)
- AI bookkeeping + financial statements
- Your clients' bank connection from their portal (Plaid)
- Client portal with their finances, bank and insights
- Payroll included (paystubs, checks and filings)
- Unlimited documents