Insight Lite
Perfect for getting started — no card required.
$0/mo
- Basic bookkeeping (up to 150 transactions per month)
- Monthly profit & loss statement
- Cash-flow snapshot
- AI categorization assistance
- 1 user
Simple, transparent pricing
Start free. Scale when ready.
Enterprise-grade financial visibility for small businesses. No hidden fees. Change or cancel your plan at any time.
Most popular
Insight Standard
For businesses ready to automate their financial operations.
$49/mo
- Everything in Insight Lite
- Full bookkeeping support
- Up to 1,000 transactions per month
- Bank and credit-card connections
- Cash-flow forecasting
- Monthly financial reports
- Up to 3 users
Insight Pro
For growing companies that need an always-on financial partner.
$129/mo
- Everything in Insight Standard
- Advanced reporting and forecasting
- AI CFO insights and recommendations
- Priority support
- Custom dashboards
- Up to 10 users
- Priority access to new modules
Need payroll, business formation, phone, or concierge bookkeeping services?Talk with our team.