Platform-Only Access
$199 a month
Real-time financial statements · Automated transaction categorization · Custom chart of accounts and accounting rules · Standard revenue recognition · Integrations with financial accounts
Checked 5 Oct 2026
Plans and prices
T:0 pricing
Managed Bookkeeping
$599 a month
Dedicated CPA · CPA-certified monthly close · Ongoing reconciliation and review · Slack support · White-glove onboarding
Checked 5 Oct 2026
Managed Bookkeeping + Tax
$749 a month
Includes Managed Bookkeeping · 1 state filing included · Additional states $49/mo each · Tax advisory · Federal tax filing · Tax deadline management · R&D tax credit evaluation
Checked 5 Oct 2026
CFO Services
Priced on request
Includes Managed Bookkeeping + Tax · Financial forecasting and planning · Cash and runway management · Board and investor deck preparation · 409A valuation support · Scenario planning
Checked 5 Oct 2026