Get simpler business data access with pricing options that accommodate everyone
| Banks/Lenders/Fintechs | Free/Startup |
Monthly |
Enterprise |
|---|---|---|---|
| Description | Up to 25 companies for life with limited access for large-scale development and small business and startup support |
Pay as you go, per company per month. Get started right away with unlimited connections for your small business client accounting data. |
Go premium with a custom-built solution that includes our SMB-facing cash flow forecasting portal. |
| Pricing | Free |
$5.00/company per month* |
Custom-Built |
| Connections | 25 | Unlimited | Unlimited |
| Integrations available | QuickBooks Online & Xero | All | All |
| API sandbox access | Yes | Yes | Yes |
| Production environment | Yes | Yes | Yes |
| Automated and on-demand syncing | Yes | Yes | Yes |
| Ongoing financial monitoring | Yes | Yes | Yes |
| Accounting and banking data ratios | Yes | Yes | Yes |
| Raw financial data | Yes | Yes | Yes |
| Financial reporting | Yes | Yes | Yes |
| Forecasted accounting data | Yes | Yes | Yes |
| Push functionality | Yes | Yes | Yes |
| Pull functionality | Yes | Yes | Yes |
| White-label SMB onboarding portal - Connect | Yes | Yes | Yes |
| White-label partner portal - Access | Yes | Yes | Yes |
| White-label SMB facing - Predict as a Service | No | Yes | Yes |
| Unlimited user accounts (for Access) | Yes | Yes | Yes |
| Local data residency | Yes | Yes | Yes |
| Email support | Yes | Yes | Yes |
| Premium integration support | No | Limited | Full |
| Employee training | Digital Tutorials | Digital Tutorials | Employee Training |
All pricing is in USD.
| Accountants/Small Business Owners Pricing | Free Small Business Owner Plan |
Accounting and Freelancer Plan |
|---|---|---|
| Description | Free accounting analysis access for small business owners and CFOs looking for forecasted data and cash flow planning tools. |
Free accounting analysis access for accountants, accounting firms, and bookkeepers that handle multiple accounts and want to offer proactive forecasting advice and tools to their clients. |
| Single Sign-On accounting software integrations | Yes | Yes |
| Business Connections | Unlimited | Unlimited |
| Unlimited user accounts | Yes | Yes |
| Interactive financial KPI dashboard | Yes | Yes |
| Ongoing financial monitoring | Yes | Yes |
| Real-time data access | Yes | Yes |
| Syncing | On-demand | On-demand |
| Custom and AI-forecasted accounting data | Yes | Yes |
| Custom and template scenario planning | Yes | Yes |
| Projection Comparisons | Unlimited | Unlimited |
| Email support | Limited | Limited |
| Exportable white-label advisory reports | No | Yes |
| Exportable spreadsheets | Yes | Yes |
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