── Two buyers · two units
Practices per engagement.
Owners per run.
Both sides run their first file free, no card. Practices are quoted against their active client engagements with unlimited seats. Business owners self-serve: chat is free, every agent run costs 1 token, deep workflows count as 10. Cancel anytime.
For CPA & EA practices
Priced per client engagement. Never per seat.
You bill your clients per engagement, so that is the unit we bill you in — the pass-through is visible at a glance. Adding staff never costs more.
- Free
- One client file, end to end. No card.
- Practice
- Tell us how many active client engagements you run, and we price against that.
- Cross-border filings
- FBAR / 8938 / 5471 priced per workpaper, quoted with the practice plan.
- Seats
- Unlimited.
For scale: practices we interviewed charge roughly $1–2K a month for bookkeeping alone, and $3–4K a month once advisory is bundled in. Those are their numbers, not our results — we quote against a fraction of one engagement, so the pass-through is arithmetic you can do in your head. Practice plans are quoted by hand today while we onboard the first few firms. The credit plans below are the self-serve product used by business owners — not how practices are billed.
Email us about a walkthrough →For business owners · self-serve, by usage
Free
No card needed
1 full pack + daily credits
- One client file, end to end (practices)
- Or a live website (business owners)
- One cross-border trigger report
- Daily free credits, no card
Starter
Easy entry
Quoted when you write in — no numbers on the site yet
- A monthly allowance of agent runs
- Automation slots included · scheduled runs free
- Unlimited chat · all agents unlocked
- Cancel anytime
Pro
Best value
Quoted when you write in — no numbers on the site yet
- A bigger monthly allowance
- More automation slots · scheduled runs free
- Unlimited chat · priority compute
- Card / WeChat / Alipay
Business
High-volume / Team
Quoted when you write in — no numbers on the site yet
- The largest monthly allowance
- The most automation slots · scheduled runs free
- Unlimited chat · team seats
- Dedicated support
No commitment · never expire
Top-up
Add extra agent runs whenever you need
How tokens are spent
One rule: chat is free, every agent run costs 1 token. Full deliverables like Data Room or IPO Pack count as 10 runs.
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FAQ
More questions? Email [email protected]
Ready to pay only for what agents get done?
Start with Pro — cancel anytime.