Pricing
One workspace for every business, owner, investment, and financial decision.
Simple, transparent plans that scale from a single entity to a complex multi-entity group.
Founding Access — Now Enrolling30-day trial. No card required. No automatic charge.
Foundation
One owner establishing business and personal books.
$49/mo
- 1 business entity + 1 personal book
- 3 users + free accountant/adviser access
- Core double-entry accounting & banking
- CSV / Excel / Sheets imports + document vault
- AI-assisted categorization
Most popular
Owner
Several businesses, personal wealth, and investments.
$129/mo
- Everything in Foundation
- Up to 5 entities · 8 users
- Multi-currency + investment accounting
- Owner Expense Differential
- Approval workflows
Group
Multi-entity groups, advisers, and family businesses.
$349/mo
- Everything in Owner
- Up to 15 entities · 25 users
- Intercompany & consolidation
- Month-end close workspace + API access
- Priority support
Global
Family offices, international groups, regulated deployments.
From $999/mo
- Everything in Group
- 30+ entities · 50+ users
- SSO & advanced permissions
- Custom retention & regional isolation
- Dedicated implementation & SLA
Prices in USD. Selecting a plan inside a workspace records your choice; payment capture is handled per provider and does not process a live charge here.