One plan. One price. Everything included. $25 per month.
| Key Features | Others | Switch |
|---|---|---|
| Bookkeeping & Automation | ||
| Automated Categorization Transactions classified instantly using AI that learns from your patterns | ||
| Automations Create rules that apply payees, categories, or logic automatically | ||
| Custom Categories Organize your books to fit how your business actually operates | ||
| Custom Chart of Accounts Fully editable structure that adapts to you | ||
| Transaction Importer Bring in historical data from any accounting tool | ||
| QuickBooks Import (≈5 minutes) Migrate seamlessly with smart mapping | ||
| Import from Excel Upload spreadsheets; Switch recognizes and maps data automatically | ||
| Automated Bank Feeds Continuous syncing with your connected accounts | ||
| Anomaly Detection Flag unusual or unexpected activity | ||
| Reporting & Insights | ||
| Consolidated Financials View combined reporting across multiple entities or locations | ||
| Location Tracking Filter and compare performance by location | ||
| Profit & Loss Real-time P&L statement with drill-downs | ||
| Balance Sheet Complete balance sheet reporting with real-time updates | ||
| Cash Flow Report Track cash inflows and outflows with detailed reporting | ||
| Spending Insights Uncover vendor patterns and cost trends | ||
| Revenue Insights Visualize income patterns and recurring streams | ||
| Cash Flow Planning Forecast inflows and outflows with AI projections | ||
| Visual Reporting Clear, intuitive charts and dashboards that make sense | ||
| Custom Reports Design and save personalized views | ||
| Platform & Admin | ||
| Automatic Business Feed Real-time transaction ingestion | ||
| User Management & Permissions Control access and roles | ||
No limits. No upsells. No complexity.
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