The free trial runs on sample books. No card needed.
Credits, not contracts
Analysis uses 10 credits. Full optimization uses about 90 credits. Top-up bundles are available when you need more.
You decide what changes
AI recommendations stay a draft until you apply them in QuickBooks yourself.
Compare plans - every capability, every tier
What is in each plan.
No hidden enterprise gate for the core workflow. Choose the credit pool and collaboration level that match how many charts you clean up.
Capability
Free trial
Starter
Professional
Credits and usage
Monthly credits
Template only
500
2,000
Full optimizations per month
Free trial only
About 5
About 22
Health analyses per month
Free trial only
About 50
About 200
Top-up bundles
Not included
Included
Included
Charts and data
Upload your QuickBooks chart (CSV or Excel)
Not included
Included
Included
Direct QuickBooks connection
Not included
Coming soon
Coming soon
Industry templates
7
7
7
Optimization history
Session
Full
Full
Output and export
Run analysis and optimization
Templates
Included
Included
Export to Excel or CSV
Not included
Included
Included
Apply approved changes workflow
Not included
Included
Included
Account number range checks
Included
Included
Included
Support
Email support
Community
Included
Included
Review-first data handling
Included
Included
Included
Runs spend the credits your plan includes: an analysis costs 10 credits, and a full optimization is about 90, though an unusually large chart can cost more. So 500 credits is about 5 full optimizations or about 50 analyses, not both. They are not a monthly cap. Unused credits roll over while your subscription is active, and on a paid plan you can top up at any time.
Pricing FAQ
Questions we get about credits and plans.
How do credits work?+
Credits are spent when you run AI on real data. An analysis costs 10 credits, a growth plan costs 25, and a full optimization costs about 90. Starter includes 500 credits per month and Professional includes 2,000 credits per month.
What is the difference between the free trial and a paid plan?+
The free trial runs on pre-built template data, so you can walk the workflow without connecting QuickBooks and without spending credits. It gives you 3 runs in total, shared across analysis, optimization and growth. A paid plan lets you upload your own QuickBooks chart and run analysis or optimization on real account data.
Can I use this for multiple QuickBooks companies?+
Yes. Upload the chart from each QuickBooks company you look after. Each analysis or optimization spends credits regardless of which chart it runs against. The direct QuickBooks connection is coming soon, once Intuit approves our app.
Can I cancel anytime?+
Yes. You can cancel from inside the app and keep access through the end of your billing period. Exported files and optimization history remain available.
Is there a separate price for nonprofits?+
Not today. Nonprofits use the same plans and prices as every other business, starting with the free trial.
Which accounting standards does the AI use?+
The optimizer uses GAAP (Generally Accepted Accounting Principles) and industry templates as a reference for its suggestions. It does not certify that a chart meets any standard. Have a qualified accounting professional review the suggestions for your situation.
How is my data handled?+
The product is built around chart-of-accounts structure. We do not sell your financial data, and the app never writes to QuickBooks. You apply any change yourself.
Start the free trial. See exactly what you get. Then decide.
Open the full product on sample books. No card needed. Plans start at $8/mo when you are ready.