Basic, $5 a month
$50 a year. Everything you need to keep one book properly.
Premium, $10 a month
$100 a year. For work that spans clients, projects and currencies.
Every limit, side by side
These figures are the same ones the
pricing section shows and the same ones
your billing page charges
against. If you ever find them disagreeing, the billing page is the one that
is real, please tell us.
The Agent add-on
200 a year. Available to Basic and Premium subscribers alike. It is an add-on rather than a third plan, so it stacks on whichever plan you hold rather than replacing it.Conversational assistant
Ask your books a question in plain language, with document input in chat.
Web search
Exchange rates, tax information and market context.
Creates widgets and insights
Describe what you want and it configures it. In-app only.
WhatsApp access
Ask-mode and read-only. It answers questions, it does not write.
Yearly billing
Every product is priced at ten months when billed yearly, two months off, an effective saving of 16.67%. That applies to Basic, Premium and the Agent add-on equally. Because the interval is fixed on the product, switching between monthly and yearly is a change of product rather than a change of setting. See Upgrading and downgrading.Statement Import on each plan
Statement Import reads OFX, QFX and CSV files exported from your bank. It uses no AI and consumes none of your document parse allowance.
The Premium allowance is per dashboard and is not pooled between them.
Next: trials
How the Premium trial works and when it ends.