Start free.
Pay when the agents do more.

AI native accounting and bookkeeping software. Agents categorize, match and chase. You approve what posts.

Free forever plan. No credit card. Works with or without an ERP.

Free

For founders who run the finances themselves.

$0 / month

Free forever. Up to 100 agent outcomes a month, one business entity.

Start free

Who does the work

AI agents. You review.

What you get

Every transaction categorized as it lands, with the reason shown
Rules suggested for you once the agent learns your patterns
Feeds from 10,000+ banks and cards through Plaid
Your own chart of accounts and ledger
Your always-on AI CFO that answers questions about your connected data
Stripe and QuickBooks payments in one place
Unlimited users

Enterprise

For finance teams running multiple entities on an ERP.

Custom

Annual plan, priced by work completed. Never per seat.

Talk to sales

Who does the work

Agents built on your process. Your team approves.

Everything in Free, plus

Live P&L and balance sheet, every month
Bank, card, AP and AR reconciled for you
Bills coded and checked against POs
Overdue invoices chased, with your approval

Every plan

Unlimited users

Invite your team and advisors at no extra cost.

You approve first

Nothing posts to your books without a human sign-off.

Traced to source

Every number links back to the transaction or document behind it.

Your data stays yours

Encrypted, permissioned and logged. See the trust center (opens in a new tab)

Compare every feature

What each plan does for you, line by line.

Features

Free$0 / monthStart free

EnterpriseCustom, annualTalk to sales

Auto categorizationEvery transaction gets a category as it lands, with the reason shown. A category you reject is never suggested again for that vendor.

RulesTeach the agent once and it applies the rule everywhere. Once it understands the pattern from your approvals, it suggests the rule for you.

Bank feedsConnect any of 10,000+ banks and cards through Plaid, including Mercury, Brex, Ramp and Wise.

Statement uploadDrop in CSV, XLSX or OFX files. Every file is kept as the record behind the rows it created.

Chart of accountsStart from a template or import your own, then edit it.

Agent outcomes per month

100

Custom

Business entitiesSeparate sets of books under one login.

Unlimited

Bank and card reconciliationEvery account matched to the statement, line by line.

Customized per your business need

AP and AR reconciliationPayables and receivables tied out to the ledger.

Customized per your business need

Month-end closeThe books closed and locked each month.

Customized per your business need

Flux analysisAccount-level changes explained before anyone asks.

Consolidation and intercompanyRoll up entities with eliminations.

Ask your booksAsk anything in plain English about the data you've connected. Get the answer with the transactions behind it.

P&L, balance sheet and cash flowLive P&L and balance sheet every month. Cash flow statement when you connect QuickBooks.

Board reportingBoard-ready packs from the closed books.

Chase and dispute managementAgents draft reminders for overdue invoices and hold each one for your approval.

Bill and invoice processingForward bills from Gmail or upload them. Agents code them and match them to payments.

PO and contract matchingPayments checked against purchase orders and contracts before they go out.

AR and AP agingWhat's overdue, what's coming due, DSO and cash by week.

Customized per your business need

Corporate tax filingFederal and state returns prepared and filed by your tax expert.

R&D tax credit filingClaim prepared with the workpapers behind it.

Federal and state complianceAnnual reports and filings tracked and submitted.

Dedicated accountantOne named person who knows your books.

Custom

Tax expertReviews and signs off on your filings.

Forward-deployed engineerBuilds and tunes agents around how your team already works.

OnboardingGetting your accounts connected and history in place.

Self-serve

Dedicated

SupportHow fast you hear back.

Chat, email

Dedicated SLA

Pre-built agentsThe agents that come switched on.

Categorization, Ask your books

Categorization, Ask your books, plus custom categorization, Ask your books API and custom agents

Custom agentsAgents built for your own workflows and systems.

Human approvalNothing posts to your books without a sign-off.

Traced to sourceEvery line shows where it came from and what changed it.

Choose your LLMRun agents on the model your company approves, or bring your own LLM API key.

Private deploymentYour own cloud or on-prem.

Banks and cards10,000+ institutions through Plaid.

StripeCharges, refunds and payouts synced.

QuickBooks, Sage 100 and ZohoSync with the accounting system you already use, including the classes and locations you track there.

Enterprise ERPsNetSuite, Sage Intacct, QuickBooks Enterprise, SAP, Dynamics 365 and others.

Legacy and no-API systemsAgents work in tools that have no API.

Questions, answered

Yes. Free has no time limit and needs no credit card. It covers one business entity and up to 100 agent outcomes a month: bank feeds, categorization with rules, your chart of accounts and general ledger, and plain-English answers about your books. Upgrade to Enterprise for financial statements, receivables and payables, and month-end close.