Plans for finance operations

Starter
Cash flow dashboard and a basic vendor directory.
$0
/ Month
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Cash flow dashboard
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Vendor directory
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Inflows and outflows
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Contact records
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Email support
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Single user
Start Starter
Start Starter
Operations
AP/AR automation, approvals, scheduled payments, multi-user roles.
$89
/ Month
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AP/AR automation
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Approval workflows
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Scheduled payments
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Multi-user access
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Role permissions
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Vendor payments
Start Operations
Start Operations
Control
Forecast modeling and scenario analysis on live AP and AR data.
$189
/ Month
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Forecast modeling
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Scenario analysis
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All Operations features
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Cash coverage views
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Multi-user roles
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Priority support
Start Control
Start Control
Partner
For bookkeepers, accountants, and fractional CFOs.
Talk
to us
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Client workspaces
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Referral path
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Shared visibility
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Bookkeeper access
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Dedicated contact
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Custom onboarding
Talk to us
Talk to us
Trusted by industry leaders worldwide
Superneon
Retro
Sailwind
Stremax
Be-tech
Minibox
Stremax

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Automated workflows cut costs by 45%
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Be-tech reduced expenses by 60%
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Retro boosted data accuracy by more than 25%

Compare plans

Capabilities
Starter
Operations
Control
Partner
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Cash flow dashboard
Unlimited
Unlimited
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Vendor directory
Unlimited
Unlimited
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AP automation
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Approval workflows
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Scheduled payments
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Multi-user access
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Role permissions
-
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Vendor payments
-
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Forecast modeling
-
-
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Scenario analysis
-
-
Unlimited
Unlimited
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Partner workspaces
-
Unlimited
-
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Bookkeeper path
-
-
Unlimited
-
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Client visibility
-
-
Unlimited
-
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Dedicated contact
-
-
Unlimited
-
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Custom onboarding
-
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Not a bank
-
-
-
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Licensed processors
-
-
-
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Account SMS alerts
Unlimited
Unlimited
Unlimited
Unlimited
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Operational tools only
Unlimited
Unlimited
Unlimited
Unlimited

Get payment alerts by text.

Account notifications for payments, invoices, and cash flow warnings. No promotional messages.

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