Each package is built around what your business actually needs — no padded scopes, no surprise fees. Pick the tier that matches where you are, upgrade when you're ready.
Your books, handled. Every month.
Full account reconciliation and transaction categorization. Every entry coded, sorted, and balanced.
One connected account reconciled to the penny every month. Duplicate charges and bank errors caught and flagged.
Clear profit & loss and balance sheet delivered by the 10th of the following month.
A named senior accountant assigned to your account. One person who knows your books inside and out.
Direct line to your account manager. Questions answered within two business days.
| Monthly Transactions | Up to 200 |
| Financial Reports | Monthly P&L + Balance Sheet |
| Connected Accounts | 1 |
| Report Frequency | Monthly |
| Payroll Sync | — |
| E-Commerce Channels | — |
| Multi-Entity Support | — |
| CFO Advisory | — |
| Direct Phone / Slack | — |
| Support SLA | 48h email |
| Team Size | 1 dedicated accountant |
Scale fast. Know your numbers.
Plus all Growth-tier enhancements and capabilities listed below.
P&L, Balance Sheet, and Cash Flow delivered every week — not just at month-end. Real-time visibility into your financial position.
Run multiple LLCs or entities? We consolidate everything into one clear picture of your financial health.
Multiple bank accounts, credit cards, and merchant accounts — all reconciled together in one dashboard.
Same-business-day response. Direct access to your account team via email and live chat.
| Monthly Transactions | Up to 750 |
| Financial Reports | Weekly P&L + Balance Sheet + Cash Flow |
| Connected Accounts | Up to 5 |
| Report Frequency | Weekly |
| Payroll Sync | — |
| E-Commerce Channels | — |
| Multi-Entity Support | Yes |
| CFO Advisory | — |
| Direct Phone / Slack | — |
| Support SLA | Same business day |
| Team Size | 1 dedicated accountant + senior oversight |
Complete financial infrastructure. No compromises.
Plus the full enterprise suite — unlimited scale, dedicated team, and white-glove support.
No caps, no overage fees. Whether you process 1,000 or 100,000 transactions a month, the price is fixed.
Real-time P&L, cash position, and burn-rate tracking updated every single day. Know where you stand at any moment.
Handle complex organizational structures and international operations. Full GAAP-compliant reporting across all entities.
Every bank, card, merchant, and investment account — consolidated into one authoritative financial view.
Strategic financial guidance from a senior CFO. Budget modeling, forecast planning, and board-ready reporting packages.
A named team, not a single point of failure. Backup coverage ensures zero disruption to your financial operations.
Real-time communication with your dedicated team. Phone, Slack, and email — always a human on the other end.
| Monthly Transactions | Unlimited |
| Financial Reports | Daily P&L + Balance Sheet + Cash Flow |
| Connected Accounts | Unlimited |
| Report Frequency | Daily |
| Payroll Sync | — |
| E-Commerce Channels | — |
| Multi-Entity Support | Yes — multi-currency |
| CFO Advisory | Yes |
| Direct Phone / Slack | Yes |
| Support SLA | Same day, direct access |
| Team Size | 2+ dedicated accountants + CFO |
Book a free 30-minute discovery call. We'll review where your business is, where it's going, and which package makes sense. No pitch, no pressure — just clarity.
No contracts · Cancel anytime · Onboarding in 5 business days