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Get 25 AI Accounting features with Every Plan - Cancel Anytime

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Starter

After Free Trial $35.00/mo

Small org. Clean books. Full accountability.

10 AI Accounting Features
AI Ledger, P&L and Balance Sheet
Sync 2 Banks (Unlimited Accounts)
Receipt Scan & Match
AI Business Health Monitoring
ChatGPT basic included
Catchup: Past & current year Bookkeeping
2 Active Grants
4 Active Programs
1 team member

Growth

After Free Trial $59.00/mo

Manage grants, programs, and your team in one place.

Everything in Starter, plus:
15 AI Accounting Features
Sync 4 Banks (Unlimited Accounts)
AI Advanced report & analysis
Stripe & Shopify integrations
Receipt scanning from email
Claude & ChatGPT included
Catchup: Last 3 years Bookkeeping
4 Active Grants
8 Active Programs
Onboarding Support
5 team members
Popular

Impact

After Free Trial $95.00/mo

Multi-program. Donor-ready reports. Total fund control.

Everything in Pro, plus:
20 AI Accounting Features
Sync 6 Banks (Unlimited Accounts)
AI Review & Anomaly Detection
Airbnb Accounting
Advanced security
Gemini, Claude & ChatGPT included
Catchup: Last 5 years Bookkeeping
Unlimited Active Grants
Unlimited Active Programs
10 team members
Technical Support

Free account for Bookkeepers

Get free account for Qualified Professional & discount for clients.

Discount or Extended Trial?

Get free account for Accountants & discount for your clients.

Compare features across plans
AI Bookkeeping & Reports
AI Bookkeeping & Double-entry Ledger
Unlimited Transactions
AI Categorization
Profit & Loss and Balance Sheet
Advanced Reports (Trial Balance, Cashflow, Counterparty, Liability)
Cash Based Accounting
AI Transaction Splitting
Duplicate, Transfer & Refund Detection
Custom Categories & Chart of Accounts
Multi Currency & Live Rates
AI Reconciliation
Auto-match Transactions & Payouts
Auto-match Receipts to Transactions
Monday AI Business Report
Subclass P&L
Catchup Bookkeeping
AI Review & Anomaly Detection
AI Invoicing & Receipts
AI Unlimited Invoices
Auto-match Payments
Cheque Scanning & Matching
Scan Email Receipts & Match
Accept Invoice Payments (via Stripe)
Recurring & Branded Invoices
AI Tax Suggestions
Auto Sales/VAT Tax Capture from Receipts
Auto update Entry based on Receipts data
iOS & Android Receipt Scanning
Connections & Integrations
Unlimited Bank Accounts (Plaid)
2 Banks
Unlimited Credit Cards (Plaid)
2 Banks
CSV / CAMT / MT940 / QBO Import
PDF Bank Statement Import
Stripe Integration
Shopify Integration
Airbnb Integration
API Access
AI Assistant & Models
AI Accounting Assistant (Paula)
Premium ChatGPT
Premium Claude
Premium Gemini (Google)
Tax Chat (updated every 24hrs)
Ask Accounting & Tax Questions
Anonymous Prompts (Privacy-safe)
Analyze financial PDF & Documents
Weekly Business Analysis & Recommendations
Create Invoices & Tasks via Chat
Chat via iOS & Android App
Team & Security
Team Members
1
Basic 2FA & Passkeys
Lock Books
Activity Logs
Session Management & Revoke
IP Logs
Role-based Permissions (Advanced)
Protection Against Accidental Deletion
Hourly Data Backups
SOC 2-certified Environment
Secure Plaid Connections
Documents & e-Sign
AI Drive
AI Spreadsheets
AI Documents & E-Sign
AI Chat with Documents
e-Sign Sending & Tracking
Audit & Compliance
Transactions Requiring Review
Reconciliation Mismatches
Duplicate Payments Detection
AI Audit Notify (Missing Receipts, Tax Forms)
Missing Contractor Forms (W-9/1099)
User Activity & Audit Logs
Vendor/Pattern Anomalies
Grants & Program Management
Grants Count
2
Programs Count
4
Fund Tracking by Grant / Program
Budget Allocation by % of Grant or Program Funds
Allocation Limit Enforcement (Cannot Exceed Grant / Program Budget)
Custom Rules Engine for Grant & Program Fund Application
AI Grants & Program Expense Report
PDF Export — Grant & Program Reports
AI Anomaly Detection on Grant Spend
Multi-Grant Rollup & Cross-Program Reporting
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