Organization
Businesses
Free
Pro
Storage
Free
Pro
Invoicing & Expenses
Invoices per month
Free
Pro
Clients
Free
Pro
Invoice templates
Free
Pro
Recurring invoices & auto-send
Free
Pro
Expenses per month
Free
Pro
Receipt uploads
Free
Pro
Proposal templates
Free
Pro
Proposal sends/month
Free
Pro
Tax estimates
Free
Pro
Quarterly tracking
Free
Pro
Tax export
Free
Pro
Dashboard Hub & Advisor
Dashboard rolling window
Free
Pro
AI advisor messages/day
Free
Pro
Income forecasting
Free
Pro
Scenario calculator
Free
Pro
Goal tracking
Free
Pro
Risk dashboard
Free
Pro
Data & Integrations
CSV import & export
Free
Pro
Bank connections
Free
Pro
Payment providers
Free
Pro
Support
Help center
Free
Pro
Email support
Free
Pro
| Feature | Free | Pro |
|---|---|---|
| Organization | ||
| Businesses | 1 | 1 (+$4.99/mo each) |
| Storage | 50 MB | 500 MB |
| Invoicing & Expenses | ||
| Invoices per month | 3 | Unlimited |
| Clients | 5 | Unlimited |
| Invoice templates | 1 | Unlimited |
| Recurring invoices & auto-send | ||
| Expenses per month | 10 | Unlimited |
| Receipt uploads | ||
| Proposal templates | 1 | Unlimited |
| Proposal sends/month | 3 | Unlimited |
| Tax estimates | ||
| Quarterly tracking | ||
| Tax export | ||
| Dashboard Hub & Advisor | ||
| Dashboard rolling window | Last 30 days | Last 30 + 90 days |
| AI advisor messages/day | 1 | 20 |
| Income forecasting | ||
| Scenario calculator | ||
| Goal tracking | ||
| Risk dashboard | ||
| Data & Integrations | ||
| CSV import & export | ||
| Bank connections | Unlimited | |
| Payment providers | ||
| Support | ||
| Help center | ||
| Email support | ||