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Pricing · 2026

T:0 pricing

4 plans on the record

Every plan

Platform-Only Access

$199 a month

$199/mo

Real-time financial statements · Automated transaction categorization · Custom chart of accounts and accounting rules · Standard revenue recognition · Integrations with financial accounts

Managed Bookkeeping

$599 a month

Starts at $599/mo

Dedicated CPA · CPA-certified monthly close · Ongoing reconciliation and review · Slack support · White-glove onboarding

Managed Bookkeeping + Tax

$749 a month

Starts at $749/mo

Includes Managed Bookkeeping · 1 state filing included · Additional states $49/mo each · Tax advisory · Federal tax filing · Tax deadline management · R&D tax credit evaluation

CFO Services

Priced on request

Custom

Includes Managed Bookkeeping + Tax · Financial forecasting and planning · Cash and runway management · Board and investor deck preparation · 409A valuation support · Scenario planning