Simple, Scalable Pricing For Business And Bookkeepers
Whether you’re just starting, scaling fast, or managing clients as a firm, we have the perfect plan to match your business
Included Users | 2 | 5 | Unlimited |
Bank Connections | Up to 2 | Up to 5 | Unlimited |
Ecommerce Channel Integrations | 1 channel | 2 channels | Unlimited channels |
QuickBooks or Xero Journal Posting and Reporting Integration | |||
Real Time Sales, Accounting, and Banking Financials | |||
Automated Revenue, COGS, Processing Fees & Sales Tax Tracking | |||
Sales Channel Payout Reconciliation | |||
Core Dashboards & Advanced Categorization Logic | |||
Multi-Channel Sales Consolidation | |||
Advanced Analytics & Custom KPI Dashboards | |||
Forecasting & Cash Flow Projections | |||
Priority Support | |||
Dedicated Account Manager | |||
Customizable Business Branding |
Bookkeeping Type | Cash basis | Modified Cash or Accrual | Modified Cash or Accrual | Modified Cash or Accrual |
Monthly Tax-Ready Financial Package (P&L, Balance Sheet, Cash Flow) | Basic Reports | Advanced Reports | Advanced Reports | CFO-Type Insights |
Dedicated U.S.-Based Bookkeeper & Support | ||||
Automated Selling Channel Integration & Payout Reconciliation | ||||
Automated Revenue Timing & Money-in-Transit Handling | ||||
Real-Time Financial Insights & KPI Dashboards | ||||
Accrual Accounting Available | ||||
Personalized Monthly Review Call | ||||
Advanced KPI Dashboards & Analytics | ||||
Custom Reporting & Scenario Planning | ||||
Year-End Tax Package for Your CPA |
Everything Your Firm Needs to Scale with Confidence
Join the Partner ProgramProgram Benefit
What You Get
Free to join | |
Demo & practice Accounts | |
Partner Portal Access | |
Co-Branding | |
Exposure via Flow Keeping | |
Firm-billed discount tiers | |
Client-billed revenue share tiers | |
Certification & Training |