Free
Included
- Organize financial document projects
- Up to 50 AI-assisted documents / day
- Up to ~200MB AI processing / day
- CSV / Excel / PDF indexes
- ZIP package download (7-day expiry)
Pricing
Paid packaging below is marked [NEEDS APPROVAL] and is not a published commitment. Current enforcement focuses on safe free-tier AI processing limits.
Pro
$19–29/mo [NEEDS APPROVAL]
- Higher monthly document caps
- Priority processing (when enabled)
- All export formats
- For individuals and sole props
Not for sale until approved.
Professional
$49–99/mo [NEEDS APPROVAL]
- Multiple client projects
- Larger package limits
- Bulk export workflows
- For bookkeepers and small firms
Not for sale until approved.
Stripe checkout and subscription webhooks are not enabled in this release. Usage is gated by durable AI quotas and package size limits. See FAQ and project documentation for operational limits.