Premium
Starting at $79/mo
Your AI financial manager.
Everything in Pro
- Gmail and Outlook receipt scanning with unlimited inboxes
- Live bank sync, matching, and Activity
- Stripe and Square sync
- Tax Center, exports, and automated reporting
Bank & reconciliation
- Live bank sync through Plaid
- Import statements (CSV / PDF) when you prefer
- Match bank charges to receipts and invoices
- Flag missing receipts so nothing slips through
- Documented / excluded / transfer handling for bank lines
- Activity view of money in and money out
- Background bank sync so Activity stays current
- Higher limits for connected financial institutions
- Income log and subscription tracking
Books & accounting
- Profit & loss, balance sheet, and cash flow statement
- Chart of accounts, journal entries, and general ledger
- Trial balance and books health score
- Financial Completeness score and gap checklist
- Accounts receivable and accounts payable hubs
- Inventory, budgets, and purchase orders
- Merchant spending reports and audit trail
- Professional detail under the simple Home view
Payables & field expenses
- Vendor records and bills inbox
- Bill capture review for scanned vendor invoices
- Mileage log for business trips
- Contractor / 1099 profiles and NEC worksheet
- Sales tax rates and remittance tracking
Get paid & projects
- Estimates that convert to invoices
- Invoices with PDF, email, and Stripe payment links
- Clients, products & services catalog
- Projects, billable time, and profitability views
- Paid invoices recorded as income automatically
Team & access
- Expense team invites and org structure
- Employee submit portal and expense reports
- Manager approval queue with return comments
- Employee portal for cards, transactions, and receipts
- Workspace book access for partners
- Accountant read-only access to your books
- Payment account organization for cards and banks
Automation & AI
- Ask Kaitier — plain-English answers about your books
- Advanced AI insights and forecasting
- Tax intelligence and advanced automation
- Missing-receipt and documented-expense workflows
- Clear “since your last visit” summaries of work done for you
- Home that highlights only what needs your attention
Tax-ready exports
- Tax Center exports for common filing workflows
- CSV and CPA-friendly downloads
- Guided filer exports (TurboTax, H&R Block, and more)
- CPA-ready ZIP packages and IRS-ready PDF summaries
- Year-to-date expense and income visibility
