Simple Plans for Solo and Teams

Solo is $50 per month or $390 per year for one personally subscribed agent user. You can give the agent tasks in companies you can access, and read shared results for free.

Team is $200 per month or $1,560 per year. It includes the owner and five monthly active employees in one shared pool across companies the owner owns.

An employee uses one place the first time they send an accepted interactive agent task in a monthly usage window. Annual plans also have monthly usage windows. Invitations, sign-ins, background work, and reading shared results do not use a place. The same employee counts once across a Team owner's companies in that window.

No. Reading shared results remains free, and invitations and sign-ins do not use Team employee places.

Contact us about a Company plan for larger teams.

Annual Solo and Team plans save exactly 35% compared with paying monthly: $390 per year for Solo and $1,560 per year for Team.

State filing fees are paid separately when applicable (e.g., LLC formation, annual reports). We'll always notify you in advance of any government fees.

Yes! We integrate with 10,000+ banks and credit card providers through Plaid. If your bank supports online access, we can connect to it.

Absolutely. Every account includes CPA review as needed. For complex questions, you can schedule a call with our licensed CPAs.

Contact our sales team for our accountant partner program. We offer white-label solutions and multi-client dashboards with custom pricing.

Yes, you can cancel your subscription at any time. No contracts, no commitments.

We support federal tax filing and all 50 states. Our system automatically handles state-specific requirements.