Priced to save you a tax bill

Start free on CSV uploads — the deductions you catch pay for the plan many times over. The first 500 founding accounts lock $9.99/mo forever.

Free

$0forever

Every deduction caught, from a CSV.

Upload any bank or card CSV
Every transaction sorted automatically
Category & Schedule C totals — tax-ready
Fix anything in one click, teach it a rule

Starter

Soon

$9.99/mo

Connect 1 bank. Never touch a CSV again.

Everything in Free
Auto-sync 1 bank — books stay current
New transactions categorized the moment they post
No more monthly export ritual

Standard

Soon

$29.95/mo

Up to 5 banks. Completely hands-off books.

Everything in Starter
Auto-sync up to 5 banks & cards
Multi-account, multi-institution
Priority support

Founding-member pricing locks in for life on the first accounts. Paid plans unlock automatic bank sync (Plaid), currently rolling out; billed by Stripe, cancel anytime. The “bank” limit counts connected institutions.

Serious about tax season?

Close the whole year at once — or have a partner CPA close it with you.

Tax-Ready Year

Best value

$199/yr

The whole year, closed and ready for your CPA.

Everything in Standard, billed once a year
Year-end export package built for a CPA
Every deduction mapped to its Schedule C line
Priority support, all year long

Concierge Review

By application

from $349/yr

A partner CPA reviews your year-end books before you file.

Everything in Tax-Ready Year
A licensed CPA partner reviews your year-end ledger
A second set of eyes on every deduction
Done-with-you — not another thing on your plate

Join the waitlist