Simple pricing that scales with you.
Every new account gets a 14-day free trial of Starter features — no credit card required. Subscribe when you're ready to keep pushing journals to QuickBooks Online.
- Up to 3 connected entities
- Up to 3 team members with roles
- Unlimited IC pairs
- Auto-match & manual match
- JE push to QBO
- Workpaper export
- Pair-level access control
- Daily auto-refresh
- Email digest
- Audit trail
- Up to 8 connected entities
- Up to 10 team members
- Everything in Starter
- Class/Department coding on JEs
- Priority email support
- Unlimited entities
- Unlimited team members
- Up to 25 client groups
- Everything in Professional
- Multi-client workspace with isolation
- Branded workpapers (firm logo)
- Dedicated account manager
What's in each plan
| Feature | Starter | Professional | Firm |
|---|---|---|---|
| Connected entities | 3 | 8 | Unlimited |
| IC pairs | Unlimited | Unlimited | Unlimited |
| Auto + manual matching | |||
| JE push to QuickBooks | |||
| Workpaper export | Yes (branded) | ||
| Daily auto-refresh | |||
| Email digest | |||
| Audit trail | |||
| Team members | Up to 3 | Up to 10 | Unlimited |
| Pair-level access control | |||
| Class / Department coding | — | ||
| Priority email support | — | ||
| Multi-client workspace | — | — | |
| Client groups | — | — | Up to 25 |
| Branded workpapers | — | — | |
| Dedicated account manager | — | — |
Common questions
Is there a free trial?
Yes — every new account starts with a 14-day trial of Starter features (3 entities, up to 15 journal entries pushed to QuickBooks). No credit card required. After the trial ends your account becomes read-only (data preserved) until you subscribe.
Do you charge per user?
No. Pricing is per organization. Add as many team members as your plan allows.
Can I switch plans later?
Yes, anytime. Upgrades take effect immediately; downgrades apply at the end of your billing period.
What counts as a "connected entity"?
Each QuickBooks Online company you authorize counts as one connected entity.
Can I cancel anytime?
Yes. Cancel from the Billing page — no phone calls, no retention traps.
Do you store our QuickBooks data?
Only what we need to match and push journals. OAuth tokens are encrypted at rest; you can disconnect any entity with one click.