Every plan includes all core accounting features: general ledger, journals, financial reports, tax engine, reconciliation, and more. Plans differ in AI Assist volume, team size, and bank accounts.
Smart Match works on every plan: free, unlimited categorization from your rules and history. AI Assist kicks in only when there's something new to figure out.
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For freelancers & solo businesses
What you get
Your plan includes
For growing teams
What you get
Your plan includes
For established companies & agencies
What you get
Your plan includes
No accounting knowledge required: the platform handles the complexity for you.
Your plan's Smart Automation limit is a single shared pool. Every intelligent action uses 1 credit from this pool:
You can create unlimited invoices and bills: each simply uses 1 Smart Automation credit. Overages are billed at end of each month. You're never blocked.
Prices shown in US Dollars ($). Billed monthly.
The lines on your bank statement. AI Assist only kicks in when Smart Match doesn't already recognise the vendor.
Photos & PDFs uploaded via the mobile scanner.
Each chat / voice prompt counts once. Also has a hard cap per plan.
Open-banking links (live bank feeds). Manual / statement-upload accounts are unlimited and don't count.
Including you (admin).
Covers AI Insights, AI-generated Budgets, Custom Reports, Forecasting, etc. as they share the same AI Assist pool. Occasional Insights or budget AI-generation.
Everything else keeps working, always
What happens when I hit my AI Assist limit?
Smart Match keeps categorising everything it recognises: free and unlimited on every plan. Anything genuinely new waits in Review Needed for you to approve, and every approval teaches Smart Match to handle it automatically next time. Your books stay complete either way; AI Assist resumes automatically at your next billing cycle.