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

Cleanup & Maintenance

For keeping your books accurate and organized.

• Cleanup (per month of catch-up) — $250/mo
  Included in: Silver, Gold, Platinum ✓
  Historical cleanup

• Extra account (bank/credit card) — $50/mo per account
  Available as add-on: Silver, Gold, Platinum +
  Beyond plan limits

• Extra transactions block (+200) — $90/mo
  Available as add-on: Silver, Gold, Platinum +
  For high-volume months

Tax & Filings

Support to keep your tax obligations on track.

• Extra sales-tax state — $150/mo
  Available in Platinum only ✓
  Each additional state

• 1099 filing (per contractor) — $20 each (min $150)
  Not included in any plan —
  Annual filing

AR / AP Support

Manage accounts receivable and accounts payable efficiently.

• AR support (fixed) — $300/mo
  Available in Platinum only ✓
  Reminders + aging updates

• AP support (≤50 bills) — $400/mo (+$75 per +50 bills)
  Available in Platinum only ✓
  Weekly pay-run prep

Integrations & Reporting

Tools to simplify workflows and provide insights.

• Integration setup (per app) — $150–$300 one-time
  Platinum only ✓
  Shopify, Stripe, etc.

• Forecasting — $300/mo
  Silver +, Platinum ✓

• Dashboard — $300 one-time
  Gold +, Platinum ✓
  Live KPI dashboard

• Monthly Loom — $49/mo
  Silver +, Gold ✓, Platinum ✓
  3–5 min update video

• Quarterly Deck — $149/quarter
  Silver +, Gold ✓, Platinum ✓
  Trends and actions

• Onboarding

  Priority support to get started quickly.

  • Rush onboarding — $250 one-time
    Available in all plans +
    48-hour priority setup slot