Even Margin Plans
Pricing built around how much you have to keep track of
Every plan includes live bank syncing, the full categorization engine, and the rule engine. Plans differ by how many bank connections and people you bring, and how deep the reporting goes.
Who each plan is for
- Starter fits an owner doing their own books who wants live bank data and automatic categorization from day one.
- Growth is for businesses that want a real month-end close: the full statement set, analytics, reconciliation, and the rule engine.
- Pro is for businesses running more accounts and more people, with priority support and a heavier monthly close.
Every plan includes
Live bank syncing through Plaid, CSV import, automatic merchant naming and categorization with a confidence level on every call, duplicate detection, profit and loss reporting, and a full data export whenever you want it.