Every feature and usage limit, plan by plan. Unlimited companies and consolidated financials are on every plan - what changes is how much of each is a free preview versus full access, and how many bank accounts you can connect live.
Free
$0
/mo
$0
/yr | Most popular Starter
$20
/mo
$200
/yr | Pro
$70
/mo
$700
/yr | Scale
$199
/mo
$1,990
/yr | |
|---|---|---|---|---|
| ▼Reporting | ||||
| Consolidated financials, full date range | – | ✓ (Unlimited) | ✓ (Unlimited) | ✓ (Unlimited) |
| Scheduled reports | – | ✓ | ✓ | ✓ |
| ▼Automation | ||||
| Shared classification rulesets (full) | – | ✓ (Unlimited) | ✓ (Unlimited) | ✓ (Unlimited) |
| Workflow automation | – | ✓ | ✓ | ✓ |
| Document inbox | – | ✓ | ✓ | ✓ |
| ▼Platform | ||||
| API/MCP write access | – | ✓ | ✓ | ✓ |
| Plugins / extensions | – | – | – | ✓ |
| ▼Usage limits | ||||
| Linked bank accounts | 0 | 5 | 20 | 75 |
| AI imports / mo | 20 | 20 | 20 | 20 |
| Companies per consolidated set | 2 | Unlimited | Unlimited | Unlimited |
| Companies per shared ruleset | 2 | Unlimited | Unlimited | Unlimited |
| API calls / day | 0 | Unlimited | Unlimited | Unlimited |
| Users with edit or custom access | 1 | 2 | 3 | 25 |
| Accountant seats | 0 | 2 | 3 | 5 |
| View-only users | Unlimited | Unlimited | Unlimited | Unlimited |