Pricing
Simple plans. Two months free when you pay yearly.
Starter $9, Solo $19 or Pro $39 a month. 14-day free trial with every Pro feature. No credit card.
Pay yearly, get 2 months free
Starter
Money out, sorted for tax time.
$9/month
or $90/year (2 months free)
Start free trialIncludes
- Snap receipts, AI reads them
- Mileage log at the IRS rate
- Expenses and income
- Bank and card statement import
- Tax-season reports and Schedule C summary
Drivers, side gigs and anyone who mostly needs receipts and miles.
- Best for most
Solo
Run the whole one-person business.
$19/month
or $190/year (2 months free)
Start free trialEverything in Starter, plus
- Customers and your Jobs, Projects or Deals
- Invoices, with optional sales tax
- Recurring billing
- Follow-up reminders
- Add contacts by voice
- Move to Tallibook imports
Consultants, agents, contractors and freelancers with clients to bill.
Pro
For busy pros and small teams.
$39/month
or $390/year (2 months free)
Start free trialEverything in Solo, plus
- Meeting recording with AI notes and action items
- Up to 3 team members
- Recurring invoices sent automatically
People who meet clients all day, or work with a partner or assistant.
Is there a free trial?
- 14-day free trial with every Pro feature. No credit card.
- When the trial ends, pick a plan to keep adding things. If you don't, your account turns read-only. It is never locked: you can always see and export your data.
- Cancel anytime. No launch discounts, no hidden fees.
Compare plans
Every plan includes unlimited receipts, expenses, mileage and tax reports.
| Feature | Starter$9/mo · $90/yr | Solo$19/mo · $190/yr | Pro$39/mo · $390/yr |
|---|---|---|---|
| Money out and money in | |||
| Snap a receipt, AI fills in the details | Included | Included | Included |
| Forward receipt emails to your own address | Included | Included | Included |
| Expenses and income, sorted into Schedule C categories | Included | Included | Included |
| Mileage log at the IRS standard rate | Included | Included | Included |
| Bank and card statement import (CSV, OFX/QFX/QBO, PDF) | Included | Included | Included |
| Tax season | |||
| Profit and loss, expenses by category, mileage log | Included | Included | Included |
| Schedule C summary | Included | Included | Included |
| Tax pack for your accountant (one download) | Included | Included | Included |
| Export everything (CSV, Excel, PDF) | Included | Included | Included |
| Customers and billing | |||
| Customers and your Jobs, Projects, Deals or Gigs | Not included | Included | Included |
| Invoices with optional sales tax and a shareable link | Not included | Included | Included |
| Recurring billing | Not included | Drafts for you to review | Drafts or sent automatically |
| Follow-up reminders | Not included | Included | Included |
| Add a contact by voice or business card photo | Not included | Included | Included |
| Move to Tallibook: import customers, recurring charges and open invoices, with undo | Not included | Included | Included |
| Meetings and teams | |||
| Record a meeting, get notes and action items | Not included | Not included | Included |
| People on the account | Just you | Just you | Up to 3 team members |
Not sure which fits? See who each plan suits or how we compare with other apps.
Pricing questions
Do I need a credit card for the free trial?
No. The 14-day trial includes every Pro feature and doesn't ask for a card.
What happens when my trial ends?
When the trial ends, pick a plan to keep adding things. If you don't, your account turns read-only. It is never locked: you can always see and export your data.
Can I cancel anytime?
Yes. Cancel anytime from your account. Your data stays yours: you can still see and export it.
How much do I save by paying yearly?
Annual plans cost the same as 10 months, so you get 2 months free: $90, $190 or $390 a year.
Can I switch plans later?
Yes. Move up when you start invoicing clients or bring on a teammate, or move down if you only need receipts and miles.
Which plan should I pick?
Starter if you mostly need receipts, mileage and tax reports (great for drivers). Solo if you bill clients. Pro if you record client meetings or work with up to 3 team members.
Try everything free for 14 days
Every Pro feature, no credit card. When the trial ends you keep read-only access to everything you added.
14 days, every Pro feature, no card.