Pro
$39/mo
Put your finances on autopilot.
Everything in Free
- Receipt Gallery, manual uploads, and Business History import
- Manual income, sales, and expense entry
- Dashboard and basic reports from your records
- Unlimited stored receipts
Email & automation
- Connect Gmail or Outlook for receipt scanning
- Connected email accounts with automatic collection
- Daily automatic email scanning for new expenses
- 2 connected email inboxes
Bank & reconciliation
- Live bank sync through Plaid
- Import statements (CSV / PDF) when you prefer
- Match bank charges to receipts and invoices
- Automatic receipt matching and categorization
- Flag missing receipts so nothing slips through
- Live Activity view of money in and money out
- Income log and subscription tracking
- Stripe and Square sync
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
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
Tax & reporting
- Tax Center exports, estimates, and planning
- Tax coach and CPA-ready packages
- Advanced reporting and analytics
- Automated cash-flow reporting
- Continuous Financial Engine updates
Automation & sales
- Sales sync from Square and Stripe
- Background bank and email sync
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
