One flat plan. Filing included.
No per transaction fees, no surprise tax software bill, no annual upsell. Add a CPA or payroll only when you want it.
Billed $2500 per year. Federal filing included.
Get started- Connected bank and card feeds via Plaid
- AI categorization with confidence scores
- Continuous reconciliation
- Monthly profit and loss plus balance sheet
- Sales tax tracking by jurisdiction
- Annual federal return prepared (e-filing from the 2027 season)
- Clarifications inbox
- Unlimited transactions and accounts
Optional add-ons
Add only what you need. Everything below layers on top of the flat plan.
CPA review
A licensed CPA reviews your books and return before filing.
CPA call
Live strategy and tax-planning calls with a CPA.
Sales tax filing
We file your sales tax returns in every nexus jurisdiction.
Payroll
Run payroll and stay compliant, integrated with your books.
No per transaction fees
Unlimited transactions and accounts. The price does not move when your business does.
Filing is included
Your federal return is prepared as part of the plan, not sold back to you at tax time.
Cancel anytime
Month to month with no lock in. Export your books and statements whenever you like.
Questions, answered plainly
Try it before tax season catches up
Connect a bank and watch the first month categorize itself. One flat plan, no setup fees, no annual contract.
Bank grade encryption. No credit card to start.