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Plans for Finances

Manage income, expenses, and cashflow in one place.

Current Plan

No active plan

Available Plans

3

Module plans

3

Bundles

0

Finances Invoices Services TaxHelper

Available Plans

See plan differences, benefits, and what is included for your team.

3 Available Plans Module plans: 3 Bundles: 0

Starter

Basic

Starter Starter

Great for getting started with financial control without complexity.

Starter plan for solo technicians.

Precio

Free

Finances features

  • ✓ Financial accounts & transactions

Plan capacity

  • 1 Team users: 1
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Growth

Pro

Team Pro Recommended Trial up to 7 days

Perfect for growing teams that need more visibility.

Best balance of price and value for most teams.

Plan for growing service teams.

Starting from

USD 19.99 / monthly

Trial up to 7 days

Platform

  • ✓ Priority support

Finances features

  • ✓ Financial accounts & transactions
  • ✓ Spending budgets
  • ✓ Debt tracking
  • ✓ Savings goals
  • ✓ Recurring subscriptions
  • ✓ Financial calendar
  • ✓ Statements & daily closing
  • ✓ Advanced dashboard views

Plan capacity

  • 3 Team users: 3
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Scale

Business

Core Business Trial up to 7 days

Built for advanced operations that need full control.

Advanced plan for service businesses at scale.

Starting from

USD 29.99 / monthly

Trial up to 7 days

Platform

  • ✓ Third-party integrations
  • ✓ Priority support
  • ✓ AI features enabled

Finances features

  • ✓ Financial accounts & transactions
  • ✓ Spending budgets
  • ✓ Debt tracking
  • ✓ Savings goals
  • ✓ Recurring subscriptions
  • ✓ Financial calendar
  • ✓ Statements & daily closing
  • ✓ Financial forecasting
  • ✓ AI-powered insights & analysis
  • ✓ Advanced dashboard views
  • ✓ API access

Plan capacity

  • Team users: unlimited
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You need to sign in to activate this plan.

Plan comparison

See exactly what changes from Basic to Pro and Business.

Feature
Basic Starter
Pro Pro
Business Business
Platform
AI features enabled – – ✓
Third-party integrations – – ✓
Priority support – – ★ Priority
Finances
Financial accounts & transactions ✓ ✓ ✓
Spending budgets – ✓ ✓
Debt tracking – ✓ ✓
Savings goals – ✓ ✓
Recurring subscriptions – ✓ ✓
Financial calendar – ✓ ✓
Statements & daily closing – ✓ ✓
Financial forecasting – – ✓
AI-powered insights & analysis – – ✓
Advanced dashboard views – ✓ ✓
API access – – ✓
Platform
AI features enabled – – ✓
Third-party integrations – – ✓
Priority support – – ★ Priority
Plan Capacity
Team members 1 3 ∞ Unlimited
Financial accounts 3 10 ∞ Unlimited
Monthly transactions 50 ∞ Unlimited ∞ Unlimited

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