Choose a Plan That's Right For Your Business
Lite
Free Forever.
No Credit Card Required*
Test-drive without any commitment.
$0/month
- 1 User
- Business Dashboard
- Client View Dashboards
- Bank Feeds
- Documents
Best Seller
Standard
Ideal for businesses seeking to forecast, plan and grow.
$14.99/month
- 3 Users
- Business Dashboard
- Bank Feeds
- Documents
- Bank Statements
- Transaction Categorization
- Messaging
- SSO
- Fraud Detection
Professional
Ideal for mid-sized businesses with financial optimization needs.
$19.99/month
- Unlimited
- Business Dashboard
- Bank Feeds
- Documents
- Bank Statements
- Transaction Categorization
- Messaging
- SSO
- Fraud Detection