Pricing
Your first 50 pages are free, no card. After that, a monthly plan by pages processed. A page is one page of a statement PDF.
Solo
$39 / month
600 pages a month
About 50 client-years of statements, at one page a month
Choose SoloPractice
$89 / month
2,000 pages a month
About 167 client-years of statements, at one page a month
Choose PracticeFirm
$179 / month
5,000 pages a month
About 417 client-years of statements, at one page a month
Choose Firm
Every plan includes all checks, QuickBooks Online / Xero / CSV / XLSX exports and the Tie-Out Report. Unused pages do not roll over.
Plans renew monthly until you cancel. Cancel any time from your account; you keep access to the end of the paid month.
Refunds: any first-month payment is refunded on request within 14 days, no questions. Refund policy.