Puzzle pricing

About

Puzzle is an AI-native accounting platform positioned as a QuickBooks replacement for startups, SMBs, and accounting firms. It automates day-to-day bookkeeping — cash and accrual books, categorization, bank reconciliation, financial statements, and month-end close — and layers on AI agents that take actions on the customer’s behalf. The pitch on the pricing page is “Start for free. Scale with ease,” with a money-back guarantee that customers on the Complete plan will close their books 50% faster.

The product is sold to two audiences: companies (Puzzle for Startups, Puzzle for SMBs) buy the self-serve subscription tiers, while accounting firms get custom partner pricing and early access to AI Close, Puzzle’s agentic month-end-close product. The page states 7,000+ accounting firms and startups trust Puzzle, and 500+ companies pair it with professional services partners for bookkeeping, tax prep, R&D credits, and CFO advisory.

As of July 2026 the site-wide banner announces that “Puzzle AI Suite is now available, including AI Close Agents for Accountants,” and every pricing card now lists the same AI Suite capability row — Chat, Cowork (labelled “Coming soon”), and Close — with AI Close itself carried as a paid add-on on all four tiers.

Pricing summary : flat subscription tiers, lifetime AI credits, and a two-month-free Starter

Puzzle uses a flat-rate subscription with a bundled AI-credit allowance across three dimensions:

1. Subscription tier (feature gating + seats): Four tiers, priced monthly-equivalent billed annually — Starter $0, Core $30, Complete $50, Scale $150/mo (monthly billing is higher: Core $36, Complete $60, Scale $180). Each card also shows a struck-through anchor price — $25 / $60 / $100 / $300 on the yearly toggle, $30 / $72 / $120 / $360 on monthly — and every displayed price is exactly half its anchor (100% off against Starter’s $25), matching the promotional badge on the same card. The “Compare plans” matrix further down the page repeats Starter $0 / Core $30 / Complete $50 / Scale “Starting at $150” with no promo qualifier attached. Seats step up by tier: Starter 1 user, Core 5 users, Complete and Scale unlimited users. Each tier unlocks a feature set (Core adds insights and multi-entity; Complete adds AI accuracy review, reconciliations, and revenue recognition; Scale adds subledgers and removes transaction/integration limits).
2. AI credits (metered AI/agent actions): Each tier includes a credit allowance consumed when you ask AI for something or an agent takes an action — 1 credit per action. Starter and Core include “25 credits life time” (a one-off allowance, not a monthly refill), while Complete gets 100 credits/month and Scale 300 credits/month. Credits power categorization, insights, and close agents. Every tier lists the same AI Suite capability row — Chat, Cowork (“Coming soon”), Close — plus AI Close as a paid add-on.
3. Promotional free entry (Starter): Starter displays $0/mo with a “100% off for 2 months” badge, and the page footnote states ”* Starter is free for 2 months.”* against a struck-through $25 list price. Core, Complete and Scale each carry a “Save 50% for 3 months” intro badge. The hybrid pricing model still layers a credit-based AI allowance on top of the flat seat price.

What makes this different: Puzzle blends a conventional feature-gated SaaS ladder with a usage-metered AI-credit allowance and a promo-gated entry tier, and treats AI Close (its agentic month-end-close product) as a separate add-on layered on top of every plan. Note the July 2026 shift: the previous transaction-volume free-tier trigger has been removed from the page footnotes and replaced by the two-month promotional window.

Pricing by product

Puzzle accounting platform (subscription tiers)

Prices below are monthly-equivalent billed annually; monthly billing is shown in the mechanics column where it differs (annual saves 20%).

AI Suite capabilities (listed on every tier)

AI Close (add-on)

AI credits (metered AI / agent actions)

Credit overage / top-up pricing is not disclosed on the pricing page — left as unknown for research.

Sales motions across products: PLG / self-serve for Starter, Core, and Complete; sales-assisted (“Talk to us”) for Scale; sales-led for AI Close and accounting-firm partner plans.

Hidden costs : AI Close, credit ceilings, and partner services on top of the seat price

The advertised $30–$50/mo headline understates what a growing startup actually pays once it crosses Puzzle’s free-tier threshold, exhausts its bundled AI credits, and reaches for the human services Puzzle markets alongside the software. Two real-world examples.

Archetype 1 — a Series A startup outgrowing the free tier

A startup that started free on Starter has now run out its two-month promotional window and its 25 lifetime credits, and needs insights and revenue recognition, so it lands on Complete. It runs categorization and close agents heavily, exhausting the 100 bundled credits, and adds the AI Close agent to automate its month-end.

The headline $50 is real, but the two line items that scale with usage — AI Close and credit top-ups — are both priced behind a sales conversation, so the buyer cannot self-estimate the all-in cost from the pricing page alone.

Archetype 2 — a founder who wants Puzzle plus a human bookkeeper

Many Puzzle customers pair the software with a partner for actual bookkeeping and tax. Historically Puzzle quoted these partner services on the pricing page (Bookkeeping from $499/mo, Tax from $1,499/yr, an all-in-one package at $599/mo).

For a founder who buys the full-service option, the Puzzle subscription is a rounding error — the partner-network services dominate the bill, which is the inverse of the “cheaper than QuickBooks” framing on the headline plan.

Want to estimate your own Puzzle bill? Use the Puzzle pricing calculator to model your monthly cost based on tier, AI-credit usage, the AI Close add-on, and any partner services.

Pricing evolution : five repackagings, then a July 2026 rewrite of the entitlements

Puzzle has restructured its pricing more aggressively than almost any company in the corpus — at least five distinct packaging models in three years, each one resetting both the tier names and the metric that gates the free plan. The throughline is a steady march from accounting-depth gating toward AI-capability gating, with the free trigger moving from “free while in beta” to monthly-expense caps, then annual-expense bands, then a transaction-volume threshold.

The 2026-07-21 change breaks that pattern in an instructive way: for the first time Puzzle left every headline price alone and rewrote only the entitlements wrapped around them. The free tier stopped being gated by the customer’s size and became gated by the calendar, and the two cheapest tiers stopped refilling their AI budget. Nothing on the price card moved, and yet the offer got materially tighter — a reminder that for credit-and-threshold pricing, the footnotes carry more of the economics than the number above them.

Cadence

Tracked range: 2023-04–2026-07. Quarters not listed above were verified stable (0 price changes, 0 SKU additions) against archived snapshots.

Notable changes

• 2023-11-14 — Puzzle raised $30M led by S32 and XYZ Capital (total funding ~$50M), per its own funding announcement; a repackaging to four stage-based tiers followed within weeks.
• 2024-08 — The free tier gained a $15k monthly-expense cap and accrual automation was metered at $0.25 per automation — the only explicit per-action usage fee in Puzzle’s history.
• 2025-01 — Pricing shifted to gating by annual-expense bands (<$25k, <$100k, <$1M, unlimited) across five tiers, with “AI Labs” early access introduced on the Pro plan.
• 2025-06 — AI month-end close review became a headline tier differentiator, signaling the pivot from feature-depth gating to AI-capability gating.
• 2026-06 — The AI-credit pool, the $20k transaction-volume free trigger, and the AI Close add-on launched together; AI Close was promoted as “available now” for accounting firms.
• 2026-07-21 — Puzzle removed the transaction-volume free trigger and replaced it with the footnote ”* Starter is free for 2 months,”* shown against a struck-through $25 list price and a “100% off for 2 months” badge; Starter and Core credits were relabelled “25 credits life time.”
• 2026-07-21 — The AI Suite shipped: the site banner reads “Puzzle AI Suite is now available, including AI Close Agents for Accountants,” and every tier card now lists the same Chat / Cowork (Coming soon) / Close row, with AI Close still sold as a paid add-on.

The free-tier withdrawal in detail

No mechanic on Puzzle’s page has moved more than the trigger that ends the free plan. In 2023 the free plan was simply “free while in beta.” By mid-2024 it was capped at $15k of monthly expenses. In early 2025 it became annual expenses under $25k. By 2025-06 it read “$0 if expense < $5k/mo, then $25/mo.” In 2026-06 the gate was $20k of transaction volume. As of 2026-07-21 there is no usage gate at all: Starter is simply free for 2 months, then $25/mo.

That last step is a different kind of change from the four before it. Every earlier revision swapped one measure of customer size for another, and all of them shared a promise — a company small enough to be below the line could keep real books at $0 for as long as it stayed small. The July edit removes the promise rather than re-drawing the line. A pre-revenue startup that would have sat under a $20k volume threshold for a year now pays from month three, and the conversion trigger is Puzzle’s calendar rather than the customer’s growth.

The credit relabelling points the same direction. “25 credits life time” on Starter and Core means the two cheapest tiers get a one-off AI allowance that never refills, so a Core customer who uses the AI Suite at all is out of credits within weeks and has no published top-up path. Combined with the shortened free window, the practical effect is that both the free plan and the $30 tier now function as on-ramps to Complete — the first tier where AI credits actually recur (100/month) — rather than as places a small company can sit indefinitely.

Notably, this tightening arrived in the same release as the AI Suite launch, which pushed Chat, Cowork and Close onto every card. Puzzle widened AI access and narrowed AI budget in a single move, which is a coherent strategy — make the capability universal, make the volume the meter — but it does mean the buyer-visible generosity of the July page is thinner than it looks.

What’s unique : an AI-native general ledger where the credit line, not the feature list, is the tier

1. An AI-native general ledger, not a bolt-on. Puzzle’s pitch is that the accounting engine itself was built around AI categorization, reconciliation, and close — not a legacy ledger with an AI feature stapled on. That framing let it gate its higher tiers on AI capability (accuracy review, AI flux analysis, AI month-end close) rather than on classic accounting features. Since the July 2026 AI Suite launch that gate has moved again: Chat, Cowork (Coming soon) and Close now appear identically on all four cards, so what separates tiers is no longer which AI you can reach but how much of it you can run. It positions directly against QuickBooks rather than against other startup-bookkeeping tools.

2. A credit pool that only refills on the top two tiers. Each tier includes a credit allowance consumed one credit per AI request or agent action, but since 2026-07-21 the allowances are structurally different: Starter and Core get “25 credits life time” — a one-off grant that never renews — while Complete (100/month) and Scale (300/month) recur. This is a hybrid pricing model where a flat seat-style subscription wraps a credit-based billing pool, a structure our guide to prepaid credit models covers in depth. Because Puzzle publishes no overage or top-up rate, a Core customer who exhausts 25 lifetime credits has exactly one documented path forward — buy Complete. The pool is less a meter than a one-way upgrade valve.

3. A free tier that converted from a usage gate into a promotion. For three years Puzzle’s distinguishing move was a full-featured free plan that ended on the customer’s own growth — most recently $20k of transaction volume. On 2026-07-21 that footnote was replaced with “Starter is free for 2 months,” against a struck-through $25 list price. Starter is still uncrippled — cash and accrual books, unlimited connections, a 1-click tax report — which is unusual for a two-month trial, but the conversion trigger is now the calendar rather than the business’s size. Buyers evaluating Puzzle against QuickBooks should price it as $25/mo with a two-month opener, not as free-until-you-grow.

4. AI Close as a separate, sales-gated agent product. AI Close — an agent builder for month-end close, marketed primarily to accounting firms — is sold as an add-on layered on every tier, with its price behind “Book a demo.” Splitting the agentic close product out of the self-serve ladder lets Puzzle run a PLG motion for the core ledger and a sales-led motion for the higher-value automation, monetizing firms separately from the startups buying the base subscription.

Strengths & weaknesses

Billing UX : annual/monthly toggle, 14-day trial, and an in-page plan comparison

• Yearly / Monthly billing toggle — a switch at the top of the pricing grid flips all tier prices between annual (default, “Yearly · Save 20%”) and monthly. On yearly, cards read $0 / $30 / $50 / $150 “/mo, billed annually*” above struck-through anchors of $25 / $60 / $100 / $300; on monthly they read $0 / $36 / $60 / $180 “/mo” above struck anchors of $30 / $72 / $120 / $360.
• Footnoted price qualifiers — two asterisk notes sit under the page: ” Monthly equivalent shown. Billed annually.”* and ”* Starter is free for 2 months.”* The second is the only statement of how long the $0 Starter price lasts.
• 14-day free trial — every paid tier shows “Start your free trial” / “Try Complete free for 14 days”; the page states “Cancel anytime.”
• Intro-discount badges — Starter shows “100% off for 2 months,” and Core/Complete/Scale show “Save 50% for 3 months” directly on each card. The badges line up exactly with the struck-through anchors: every displayed price is precisely half its anchor ($30 vs $60, $50 vs $100, $150 vs $300 on yearly; $36 vs $72, $60 vs $120, $180 vs $360 on monthly), and Starter’s $0 is 100% off its $25. The page never states what happens after the promotional window, and the “Compare plans” matrix repeats the discounted figures as the plan prices.
• “AI credits included” panel per card — each tier card carries its own credit block (“25 credits life time” on Starter and Core, “100 credits / month” on Complete, “300 credits / month” on Scale) followed by the Chat / Cowork (Coming soon) / Close capability list and an “AI Close (add-on)” line.
• “Compare plans” feature matrix — an expandable full feature comparison table (Core Accounting, AI & Automation, Insights, Support & Migration) with a sticky price header reading Starter $0 / mo, Core $30 / mo, Complete $50 / mo, Scale “Starting at $150”; rows include Custom AI Agents, AI Document Upload, and API access.
• “50% faster, guaranteed” info tooltip — an (i) affordance on the Complete card links to the guarantee terms: it applies only to customers who complete onboarding, connect supported live API integrations, and use Puzzle for a full monthly close cycle, and any refund is limited to Puzzle subscription fees.
• “Talk to us” / “Book a demo” sales path — Scale and AI Close route to sales rather than self-serve checkout; accounting firms get a dedicated “Get custom pricing” CTA.
• Partner-services match — a “We’ll match you with one” flow connects customers to vetted bookkeeping/tax/CFO partners, billed separately from the Puzzle subscription.

Strategic wins : the pricing decisions that earned Puzzle its wedge

1. A free tier gated by usage, not by features — the wedge that built the base

For three years Puzzle’s Starter plan gave pre-revenue startups real cash and accrual books for $0 and ended only on a usage trigger, most recently $20k of transaction volume. That made the free tier a land-and-expand wedge rather than a demo: founders adopted before they could pay and converted when the business was large enough to justify it — the textbook play covered in our guide to usage-based free tiers and the freemium-to-paid path, and a large part of how Puzzle reached 7,000+ firms and startups. It is worth recording as a win precisely because Puzzle retired it on 2026-07-21: the mechanic worked, and the two-month promo that replaced it is a bet that the installed base is now large enough to monetize on a timer instead.

2. Bundling AI into a credit pool instead of charging per token

Rather than exposing raw model costs, Puzzle wraps AI work in a credit pool priced into each tier. This insulates customers from token-price volatility while still letting heavy AI users feel a ceiling that nudges them up a tier — the shift from raw entitlements toward credit pools that the broader market is converging on. The July 2026 relabelling to “25 credits life time” on Starter and Core sharpens that lever considerably: with no refill and no published top-up, credit exhaustion on the cheap tiers now resolves only upward, to Complete’s recurring 100/month.

3. Splitting AI Close into a sales-led add-on aimed at firms

By carving the agentic month-end-close product out of the self-serve ladder and selling it to accounting firms via “Book a demo,” Puzzle runs two motions at once: PLG for the core ledger and sales-led for high-value automation. This mirrors the dual PLG-plus-sales motion many AI SaaS companies adopt and lets Puzzle monetize firms (a higher-ACV segment) without complicating the startup-facing price.

4. Anchoring on QuickBooks rather than competing on accounting features

Every iteration of Puzzle’s page foregrounds the QuickBooks comparison — unlimited users, AI automation, a 50%-faster-close guarantee. Anchoring against the incumbent rather than peer startup tools lets Puzzle justify its prices against a known $30+/seat baseline and frame itself as the modern default, a positioning lesson explored in our work on the value-metric problem in AI pricing.

Areas to improve : where the pricing page leaves money and trust on the table

1. Give the free tier a durable floor again, not just a countdown

Replacing “$20k of transaction volume” with “free for 2 months” swapped a customer-indexed trigger for a vendor-indexed one, and in doing so gave up the clearest reason a pre-revenue founder had to start on Puzzle rather than defer bookkeeping entirely. A two-month window is short even against the onboarding work Puzzle itself describes (connect integrations, complete a full monthly close cycle) — a founder can plausibly exit the promo before finishing a single clean close. Keeping the promo but restoring a small permanent floor beneath it — say, unlimited free use under a low transaction or expense threshold — would preserve the top of funnel while still converting the companies that grow.

2. Publish AI-credit overage and top-up pricing

The credit pool is shown, but what happens when a customer exhausts it is not, and the July 2026 shift to “25 credits life time” on Starter and Core makes that gap bite much sooner. Today the only documented path is a tier upgrade, which is a blunt lever for a Core customer who wanted to try the newly-universal AI Suite and burned the one-off allowance doing it. Publishing a per-credit top-up rate (or a transparent overage price) would let AI users self-serve without a tier jump and would make the credit pool a genuine usage meter rather than a soft capacity hint.

3. Give AI Close a public starting price or a price calculator

AI Close is the highest-value, most differentiated product Puzzle sells, yet it is fully gated behind “Book a demo.” For firms evaluating it against in-house close labor, the absence of even a starting price slows the buying decision. A published “from $X per entity per month” anchor — or a self-serve estimator — would let firms qualify themselves before booking sales time.

4. Stop resetting the offer every repackaging

Five repackagings in three years have reused the names Starter, Scale, and Advanced for different price points and feature sets, and the 2026-07-21 revision added a new wrinkle: the names and prices held while the entitlements underneath them changed, so a customer comparing the June and July pages sees an identical $30 Core with a materially different AI allowance. That is harder to notice than a price rise and easier to resent. Stabilising both tier names and the entitlement definitions beneath them — and announcing entitlement changes as loudly as price changes — would reduce the perception that the pricing is still being experimented with, a real concern given community feedback that the product “feels like it’s being built as they go.”

5. Surface partner-services costs back on the pricing page

Earlier Puzzle pages quoted bookkeeping (from $499/mo) and tax (from $1,499/yr) inline; the current page routes to a “we’ll match you” flow without prices. Since these services often dominate a full-service customer’s bill, restoring indicative partner pricing would set expectations honestly and reduce surprise at the all-in cost.

Key takeaways

1. The free-tier metric is the pricing model. Puzzle has rewritten its free trigger five times (beta → $15k monthly expenses → annual-expense bands → $20k transaction volume → two months). For a freemium product, which customers stay free is the revenue model, and it deserves the same rigor as the headline price.
2. Swapping a usage gate for a time box is a repricing, even when no price moves. On 2026-07-21 every number on Puzzle’s page stayed put while the free plan went from customer-indexed to calendar-indexed and entry-tier credits stopped renewing. If your change monitoring watches list prices only, edits like this are invisible — and they are exactly the ones that change what a customer actually pays.
3. A bundled credit pool buys simplicity at the cost of an overage story. Wrapping AI work in an allowance keeps the page clean and shields customers from token-cost swings, but without published overage pricing the pool can only push users up a tier. Making the entry-tier allowance one-off (“25 credits life time”) makes that lever stronger and blunter at the same time.
4. Split high-value automation into its own sales-led SKU. By carving AI Close out of the self-serve ladder, Puzzle keeps a clean PLG price for startups while monetizing accounting firms at higher ACV — a clean separation of motion by segment.
5. Repricing has a credibility cost, and silent repricing has a bigger one. Five repackagings in three years won flexibility but fed community perception that the product is “being built as they go.” Changing entitlements while leaving prices untouched, as Puzzle did in July 2026, compounds that: buyers who do notice conclude the offer can quietly shrink under them.

UBP implications

1. Volume-threshold free tiers beat feature-crippled ones for land-and-expand — but they are expensive to keep. Puzzle’s fully-featured free Starter ended on a customer-indexed trigger (most recently $20k of transaction volume), so it converted on the customer’s own growth rather than on artificial feature pain. Its retirement on 2026-07-21 in favour of a flat two-month promo is the more useful lesson: a usage-gated free tier is the right wedge while you are buying distribution, and the switch to a calendar gate is the tell that a vendor now believes its funnel is wide enough to monetize on a timer instead.
2. A credit pool only behaves like a meter if it refills. Puzzle’s seat-plus-credit-pool hybrid lets a traditionally flat-priced category (the general ledger) introduce metered AI consumption without exposing token costs. But the 2026-07-21 relabelling to “25 credits life time” on Starter and Core shows the limit of the primitive: a non-renewing allowance with no published top-up is a sampling budget, not a usage meter, because the only way to consume more is to change tier. If you package AI as credits, the refill cadence — not the credit count — decides whether you have built usage-based pricing or a trial.
3. Once AI capability goes universal, volume becomes the tier axis. Puzzle’s ladder gated on AI capability through 2025-06 (accuracy review, flux analysis, agentic close), but the 2026-07-21 AI Suite launch put the same Chat / Cowork / Close row on all four cards, leaving credit volume (25 lifetime vs 100/month vs 300/month) as the only AI differentiator. Capability gating has a short half-life whenever a vendor also wants the capability adopted everywhere — the durable version of the same lever is metering how much of it a tier may run.

Sources

• Puzzle pricing page (accessed 2026-07-21)
• Puzzle AI Close (accessed 2026-06-08)
• Puzzle for Accounting Firms (accessed 2026-06-08)
• Puzzle vs QuickBooks (accessed 2026-07-21)
• Puzzle help center — FAQ: Pricing (accessed 2026-07-21)
• Puzzle blog — “Puzzle Launches AI Suite, Betting on Accountants in the Age of AI” (accessed 2026-07-21)
• Puzzle blog & news (accessed 2026-06-08)
• Puzzle funding announcement (Nov 2023) (accessed 2026-06-08)
• Archived pricing snapshots via the Wayback Machine, 2023-04 through 2025-06 (accessed 2026-06-08)

Bottom line

Puzzle is the rare accounting tool that has treated its pricing as a live product — five repackagings in three years, a free-tier metric rewritten five times, and a steady migration from feature-depth gating toward AI-credit gating. The current ladder (Starter $0, Core $30, Complete $50, Scale from $150 billed annually, each with a bundled credit pool and an AI Close add-on) is still the cleanest page Puzzle has shipped, but the 2026-07-21 revision changed what it is. Starter stopped being free until the customer grew past $20k of transaction volume and became free for two months, and Starter/Core credits stopped refilling (“25 credits life time”), so the two cheapest tiers now read as on-ramps to Complete rather than places a small company can sit. Buyers should price Puzzle as $25/mo with a two-month opener and treat Complete — the first tier where AI credits recur — as the real entry point for anyone who intends to use the AI Suite. The open questions are unchanged and now matter more: overage and AI Close pricing are still undisclosed, and an offer that tightens while every headline number holds is the kind of change that erodes trust quietly.

Want to compare Puzzle against other AI accounting and fintech pricing? Browse the pricing blueprint.

Pricing timeline : Major events on a vertical axis

Each milestone below corresponds to a public pricing change, product launch, or material adjustment. Major events use a filled marker; minor adjustments use a faded one.

Free tier becomes a two-month promo; entry-tier credits go lifetime-only

Jul 2026

Headline prices held ($0/$30/$50/$150 annual), but the entitlements around them changed: the '$20k transaction volume' free-tier footnote was replaced by 'Starter is free for 2 months' against a struck-through $25, and Starter/Core credits were relabelled '25 credits life time' with no monthly refill. Puzzle also launched its AI Suite, putting Chat / Cowork (Coming soon) / Close on every card with AI Close still a paid add-on.

AI-credit pool, transaction-volume free tier, and AI Close add-on

Jun 2026

Current model: Starter ($0, free until $20k transaction volume), Core ($30/mo), Complete ($50/mo), Scale (from $150/mo), each bundling an AI-credit pool (25/25/100/300). AI Close is sold as a separate gated add-on on every tier.

AI month-end close enters the ladder

Jun 2025

Accounting basics ($0, $25/mo above $5k monthly expenses), Insights ($50/mo), Advanced Automation ($100/mo, adds AI month-end close review and AI flux analysis), and Scale (from $300/mo). AI capabilities became headline tier differentiators.

Five tiers gated by annual-expense bands

Jan 2025

Free ($0, <$25k annual expenses), Basic ($25/mo, <$25k), Starter ($50/mo, <$100k), Pro ($100/mo, <$1M), Advanced (Custom, unlimited). Early access to 'AI Labs' appeared on Pro; expense thresholds became the primary gate.

Expense-capped free tier and per-automation usage fee

Aug 2024

Formation (Free, capped at $15k monthly expenses), Startup ($43/mo annual), Advanced ($215/mo), and Audit Prep (Contact us). Accrual automation was metered at $0.25 per automation — an explicit per-action usage fee.

Four-tier stage-based ladder

Dec 2023

Repackaged to Formation (Free), Startup ($50/mo), Scale ($250/mo, 'Best Value'), and Enterprise (Custom), plus a partner-services marketplace (Bookkeeping from $499/mo, Tax from $1,499/yr, all-in-one $599/mo).

Beta-era three-plan model

Apr 2023

Three plans gated by accounting depth: Quick Start (Free), Cash + Accruals ($83/mo, 'free while in Beta'), and Accrual Automation ($300/mo, 'free while in Alpha'). Bookkeeping and tax were sold via a partner network.