Free
$0
Pro access / 1 month
PLANS
Plans for business records, not just receipts.
Capture expenses and sales from receipts, utilities, medical bills, invoices, checks, and payment proof.
Basic
$10/mo
Single customer
Upgrade to BasicPro
$15/mo
Multi-customer dashboards
Upgrade to ProFree
Best for trying the Pro workflow before using it for real business records.
- Pro plan access for 1 month
- Phone capture, file upload, and bank statement upload
- CPA Radar, Analytics, and Reports during the trial
- Review extracted date, vendor, amount, confidence, and line items
- Upgrade after the trial ends to keep uploading
Basic
For solo owners and small teams with ongoing document capture.
- Unlimited document uploads
- One active customer
- CPA Radar, Analytics, and Reports
- Receipts, utility bills, medical bills, invoices, checks, and proof of payment
- Bank statements, attached document proof, and transaction history
Pro
For a consolidated tax-prep view of reviewed business numbers.
- Unlimited document uploads
- Multiple active customers
- CPA Radar and customer Analytics dashboards
- Receipts, utility bills, medical bills, invoices, checks, and proof of payment
- Filtered PDF/Excel reports by date, sale/expense type, and tag
- CPA-ready workpaper totals for gross sales, reviewed expenses, and preliminary net income