Pricing

Simple pricing that scales with you

Pay based on how many clients you manage. Start with a free trial — no credit card required.

14-Day Free Trial

Try everything free

Full access to all features. No credit card required. Cancel anytime.

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Transaction Categorization

Everything you need to manage client transaction categorization

Founding Member Pricing
$7.00 /client/mo — for life

Sign up before January 1, 2027 to lock in founding member pricing forever.

Standard pricing after January 1, 2027: $10.00/client/mo

Everything included:

QuickBooks Online integration
Xero integration
Magic link client portal
Vendor memory & auto-suggest
Per-client field configuration
Bank rules engine
Receipt upload & OCR
Client communication thread
Auto-sync & notifications
Analytics dashboard
Team roles & permissions
REST API & webhooks
Add-on

PrismHR Converter

Convert PrismHR exports to QBO-ready formats with custom column mapping per client

$79.99 /mo

Per-firm license

Includes:

Custom column mapping per client
Lookup table management
Invoice, journal & paycheck support
Cross-document joins
Direct push to QuickBooks
CSV export

Frequently Asked Questions

How does billing work when I add or remove clients?

Your bill adjusts automatically. When you connect a new client, we update your subscription quantity with Stripe. You're always charged for your current client count — no manual upgrades needed.

Can I add PrismHR later?

Yes. The PrismHR add-on can be added to any active subscription at any time from your billing page. It's prorated for the current billing cycle.

What counts as a "client"?

Each connected QuickBooks Online or Xero company counts as one client. Multiple users within the same company don't add to your count.

Is there a contract or commitment?

No. All plans are month-to-month. Cancel anytime from your billing page — no penalties, no questions asked.

Ready to get started?

Start your 14-day free trial today. No credit card required.

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