Clear prices. No bookkeeping surprises.
Cancel anytime. No setup fees. 14-day free trial on all plans.
- AI transaction categorization
- Monthly bank reconciliation
- Monthly P&L report (PDF)
- Tax-ready year-end export
- Email support (2 business day response)
- Everything in Solo
- AP/AR invoice tracking
- Quarterly estimates worksheet
- QuickBooks-compatible export
- Priority email support (1 business day)
- Everything in Business
- Full monthly close package
- Quarterly account review call
- Multiple user access
- Accountant handoff package
What's in every plan?
| Feature | Solo | Business | Growth |
|---|---|---|---|
| Bank accounts | 1 | 3 | 5 |
| Transactions/month | 200 | 750 | Unlimited |
| AI transaction categorization | |||
| Bank reconciliation | |||
| Monthly P&L report | |||
| Tax-ready year-end export | |||
| AP/AR tracking | |||
| Quarterly estimates worksheet | |||
| QuickBooks-compatible export | |||
| Full monthly close package | |||
| Quarterly review call | |||
| Multiple user access |
Common questions before signup
Any debit or credit shown on a connected bank or credit card account, including purchases, payments, deposits, transfers, and fees. Each line item is one transaction. Recurring items, such as monthly subscriptions, count whenever they post.
George starts from the past. After connection, it imports available transaction history and categorizes it as it does ongoing work. If you are months behind, you get an organized, current financial view within a few days. For a major backlog, email [email protected] so we can scope it before you begin.
We will alert you near the limit. After you exceed it, George keeps processing, and we will request an upgrade before the next billing cycle. Service will not stop mid-month without notice.
Yes, all plans include a 14-day free trial. You need a credit card to sign up, but charges start only after the trial. Cancel before it ends at no cost.
Yes. Export records anytime as a PDF, CSV, or QuickBooks-compatible file (Business and Growth plans). The year-end package has a full-year P&L, categorized expenses, and a CPA handoff checklist. Most accountants can use the export without extra formatting.
Hand off your books now.
14-day free trial. No setup fees. Cancel anytime.