Priced per firm, not per client.
Every plan includes the weekly digest, the budget editor, and the dashboard. What changes is how many businesses you're watching.
Solo
For an owner watching their own books.
50% off for life if you sign up by September 30, 2026
Billed monthly · $91.20 a year if you switch to annual
Accountant
For a bookkeeper looking after a roster of clients.
50% off for life if you sign up by September 30, 2026
Billed monthly · $379.20 a year if you switch to annual
Everything in Solo, plus
Most firms break even after one client stays a month longer.
Firm
For a practice with a team and a full book.
50% off for life if you sign up by September 30, 2026
Billed monthly · $955.20 a year if you switch to annual
Which plan fits
How many client companies do you look after?
12 client companies
Comfortably inside the Accountant plan — one subscription covers all of them, with room to grow.
Everything, line by line
| Feature | Solo | Accountant | Firm |
|---|---|---|---|
| QuickBooks companies | 1 | 15 | 50 |
| Budget line items per company | 20 | 20 | 20 |
| Recipients per client business | 1 | 5 | 5 |
| Recipients on your own team | — | 5 | Unlimited |
| Per-client send day and time | — | Yes | Yes |
| Daily or weekly schedules | Yes | Yes | Yes |
| Client roster dashboard | — | Yes | Yes |
| Budget editor and current-month view | Yes | Yes | Yes |
| Support | Priority |
Billing questions
Before you put a card in.
Anything else, reply to any email — there are only a few of us and we all read it.
No. You get 14 days from signup with every feature on your chosen plan. When the trial ends we ask for a card once — nothing sends until you finish checkout, and nothing is charged before then.
Try it on one client first.
Fourteen days, no card. If the first digest doesn't earn its keep, walk away with one click.
We only ever read your QuickBooks · billing handled by Stripe · cancel anytime