One flat price, one long trial, self-service everything. No sales call required to start, and none required to leave.
$99/mo per company, flat. Unlimited banks and unlimited team members are included: we never bill per bank or per seat. Each company (entity, LLC, brand) you track is one $99 unit: add a company, add $99; remove one, stop paying for it. There are no tiers and no discounts to negotiate; the list price is the price.
Every new account gets 90 days free with full access: every feature, every integration, the Excel add-in, the morning brief. No credit card is required to start, so there is nothing to remember to cancel: if you do nothing, the trial simply ends and you're never charged.
When you're ready, subscribe from Settings → Billing in the dashboard. Payment runs through Stripe; we never see or store your card details. Invoices and receipts arrive by email from Stripe, and you can update the card or billing email there anytime.
Cancel anytime, self-service: Settings → Billing → Cancel. No phone call, no retention flow. You keep access until the end of your current billing period. After cancellation we delete your transaction data, bank tokens, and profile within 30 days, per our Privacy Policy, or immediately, on request.
Fractional-CFO and bookkeeping firms pay the same $99 per client company connected, carried by the firm or paid by the client directly, per relationship. Details on the firms page.