Add-On Price Silver Gold Platinum Notes
Cleanup (per month of catch-up) $250/mo ✓ ✓ ✓ Historical cleanup

Extra account (bank/credit card) $50/mo per account + + + Beyond plan limits

Extra transactions block (+200) $90/mo + + + For high-volume months

Extra sales-tax state $150/mo + + ✓ Each additional state

AR support (fixed) $300/mo + + ✓ Reminders + aging updates

AP support (≤50 bills) $400/mo (+$75 per +50 bills) + + ✓ Weekly pay-run prep

1099 filing (per contractor) $20 each (min $150) + + + Annual filing

Integration setup (per app) $150–$300 one-time + + ✓ Shopify, Stripe, etc.

Forecasting $300+/mo + + ✓ Rolling cash forecast

Dashboard $300 one-time + + ✓ Live KPI dashboard

Monthly Loom $49/mo + ✓ ✓ 3–5 min update video

Quarterly Deck $149/quarter + ✓ ✓ Trends and actions

Rush onboarding $250 one-time + + + 48-hour Priority setup slot

Legend: ✓ = included by default | + = available as add-on | — = not included

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