Bank & card connections
5then 50¢/mo each
12then 50¢/mo each
25then 50¢/mo each
Unlimited receipt scansEvery plan reads as many receipts as you like, with no per-scan fee. Fair use caps at 500 a month, and typical use is a few dozen.
✓
✓
✓
Receipts that read themselvesForward the email or drag the PDF; we pull the vendor, date, and every line item.
✓
✓
✓
Bank & card syncLink your bank and cards; receipts match themselves to the right transactions.
✓
✓
✓
Books that keep themselvesEvery transaction categorized and tied to its tax line. No spreadsheet, no month-end catch-up.
✓
✓
✓
Reports whenever you need themProfit & loss, balance sheet, and cash flow, always current.
✓
✓
✓
Invoices & estimatesSend an estimate and turn it into an invoice the moment they say yes.
✓
✓
✓
Get paid onlineYour client pays by card or US bank transfer, right from the link. A bank transfer costs you less to receive than card.
✓
✓
✓
Sales tax on invoicesAdd tax at the rate you set, on the invoices that need it.
✓
✓
✓
Your tax return, draftedYour business files one of these, so pick the plan that covers yours. Open the draft any month to see where you stand. It's a draft you or your accountant work from, not a filing.
Schedule C
Schedule C, 1065, 1120-S
Schedule C, 1065, 1120-S, 1120
Contractor 1099s & W-9sTrack who you pay and collect W-9s all year, then e-file 1099-NECs ($4.99 per form, no base fee).
✓
✓
✓
Quarterly tax set-asideSee what to put away each quarter, so the bill never blindsides you in April.
✓
✓
✓
Accountant handoff packetDrafts, totals, and the receipts behind every number, ready to send.
✓
✓
✓
Export everythingEvery transaction as a CSV and all your receipts as a ZIP, any time you like.
✓
✓
✓
Real people when you need themEmail us and a human answers, whether you pay $16 or $79.
✓
✓
✓
Ads on your transactions screenYour screen is for your numbers, not someone's ad budget.
✗
✗
✗
Loan offers in your booksWe will never interrupt your reconcile to sell you financing.
✗
✗
✗
Upsells dressed up as premiumThe only thing we will ask you to pay for is the plan you outgrow.
✗
✗
✗
You as the productYour data is yours, not our inventory.
✗
✗
✗