AI coworker for month-end close in QuickBooks Online
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
Not given
Pricing model
Paid
Freemium
Pricing
Free tier with up to 5 clients and core features. Pro: $49 one-time payment, unlimited clients and invoices, includes all 11 templates, recurring invoices, credit memos, reports, and bulk PDF export.
Starter: free forever for 1 client. Basic: $149/month (includes up to 4 companies) or $1,788/year. Advanced: $299/month (includes up to 15 companies) or $3,588/year. Extra companies: $25/month or $300/year each. Tax Seat: $60/month per login (4 tax clients included, $5/mo per extra). 7-day free tria
Key features
Quote to invoice conversion in one tap
Works completely offline on Mac
Automatic tax calculation
Recurring invoices
Client management and organization
Payment tracking and recording
Multiple invoice templates
PDF export and generation
Multi-currency support
Revenue and tax reports
Close Command Center with live auto-status for multiple clients
Bank Feed Agent that categorizes transactions with confidence scores