Premium Plan

Best For Established Businesses

The Premium Plan gives established businesses unlimited bookkeeping and advanced insights to support smarter decision-making and growth.

• Transaction Recording – Unlimited monthly transaction entry and categorization from all financial platforms.
• Bank & Credit Card Reconciliations – Detailed reconciliation reports prepared every month.
• Expense Categorization – Organized expense reports for tax readiness and trend analysis.
• Invoicing Support – Monthly invoicing summary with a record of outstanding balances.
• Payroll Coordination – Journal entries posted monthly and payroll reconciled against provider data.
• Financial Reporting – Monthly Profit & Loss, Balance Sheet, and Cash Flow Statements delivered in PDF or Excel format.
• Financial Analysis & Budgeting – Monthly review of financial trends, comparisons to budget, and recommendations with custom reports.
• Custom Reports & Dashboards – Tailored insights like sales by customer, expenses by vendor, or department performance with monthly or quarterly updates.
• Support Access – Priority support with direct access to your bookkeeper.