Simple pricing. No surprises.

    One setup fee to bring your firm over. One monthly price after.

    Step 1

    Firm setup

    $6,000

    one time

    Your firm set up with us, live.

    • Firm workspace and roles set up
    • First clients imported from QuickBooks, with history
    • Your firm's rules added
    • Your team trained

    Data migration from your legacy system: $2,500. Cost may vary with the complexity of the migration.

    Step 2

    Monthly

    $499

    per month

    Everything a working CPA firm needs.

    • AI agents prepare the month for every client
    • Client portal with your branding
    • Read-only auditor access
    • Nightly checks on every client
    • Reports with plain-English commentary
    • Team roles and approval rules

    Launch pricing for the first 50 firms.

    Will it pay for itself?

    Count your monthly bookkeeping clients and the hours each one takes. Multiply the hours AI could take off by your blended staff cost. It's the same math we walk through in the webinar.

    Questions

    • After you create your account and set up your firm, book a time inside the app. In the live session, we bring in your first clients from QuickBooks, add your firm's rules to Knowledge and walk your team through their first AI-prepared month.

    Not sure yet? Start with the webinar.