Simple, honest pricing
Choose a flexible plan that grows with your accounting firm. Subscriptions include generous quotas and easy overage handling.
Transparent monthly subscriptions with included quotas and flexible overages.
Trial
- AI Processing
- Unlimited client records
- CSV export only
- 1 team member
- Hard stop at quota
No card required
Starter
- $0.08/page overage
- AI Processing
- Unlimited client records
- CSV, EXCEL, QBO, IIF export
- 1 team member
Pro
- $0.08/page overage
- Everything in Starter
- Unlimited client records
- CSV, EXCEL, QBO, IIF export
- 5 team members
- Faster processing queue
Firm
- $0.07/page overage
- Everything in Pro
- Unlimited client records
- CSV, EXCEL, QBO, IIF export
- 10 team members
- Priority processing queue
after job completes
transit & at rest
third parties
processing
Common questions
One PDF file for one account covering one calendar month. If you upload a 3-month PDF, each month is counted as a separate statement.
New accounts get a 14-day free trial window. Pay-As-You-Go users can process up to 2 statements free. Firm Plan trial users get up to 5 statements. No credit card required to start.
Overage is billed automatically at $0.08 per page across all paid plans. You're never blocked - processing continues seamlessly and you see the overage itemized on your next invoice. The Trial plan has a hard stop at quota with no overages.
Yes. Cancel from your dashboard settings at any time. You keep access until the end of your billing period and won't be charged again.
Uploaded PDFs are stored only for processing and deleted within 48 hours of job completion. Processed results are retained 30 days for download, then permanently deleted. We never sell your data. See our Privacy Policy.