Multi-currency payment ledger for independent consultants and small agencies
AI coworker for month-end close in QuickBooks Online
Stage
MVP
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Founded
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Based in
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Pricing model
Free trial
Freemium
Pricing
Free during beta through January 31, 2027. After beta: $29 per month or $249 per year (saves $99 compared with paying monthly). 14-day free trial for new accounts after beta ends.
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
Record payments in 50+ currencies with automatic ECB conversion
Track total MRR and year-to-date revenue
Generate account statements as PDFs grouped by project
Import clients from spreadsheet or accounting tool exports
Invite team members as editors or view-only
Export payment records to CSV anytime
Identify overdue retainer payments
View tax-year income reports
Close Command Center with live auto-status for multiple clients
Bank Feed Agent that categorizes transactions with confidence scores
CoController AI