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 |