Features
Check file quality
Let the system identify errors so you can avoid surprises.
Manage capacity
Track client complexity & staff capacity to balance bandwidth.
AI-powered workflows
Delegate file-quality alerts as soon as the system flags them.
Supercharge advisory
AI-empowered advisory means even juniors can offer great advice.
Aggregate client data
Sync complete general ledgers and live bank feeds from every client.
Pricing
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Pricing
Plans that fit your scale
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
Employee Optimization
Track employees and manage pricing.
$10
/month per user.
Billed annually.
Select this plan
Client complexity tracking
Capacity management
User permission control
General ledger integration
Bank statement extraction
Credit card statement extraction
Reconciliation tracking
Notifications
Accounting Suite
Popular
Access deep accounting insights.
$20
/month per user.
Billed annually.
Select this plan
Everything in "Employee Optimization"
File quality checks
Automatic triage and alerts
Task management
Pre-built dashboards
Automatic org charts
Live bank feeds
Advisory & AI
Enable teams with an advisory copilot.
$30
/month per user.
Billed annually.
Select this plan
Everything in "Accounting Suite"
Advisory copilot
Profitability analysis
Efficiency analysis
Liquidity analysis
Leverage analysis
