Cash Basis AI

Pick a plan that fits

Cash basis bookkeeping with an AI that knows your business. Cancel anytime.

Auto-Pilot

Complete bookkeeping for solo businesses

$108Save 20%
$86/yr

≈ $7.17/mo, billed annually

30-day money-back guarantee

  • Automatic bank sync + AI categorization: transactions land as your bank posts them
  • Chat with Cash, your AI bookkeeper: ask anything about your books and get plain-English answers
  • Quarterly tax estimates + S-corp tools
  • Cash basis income statement + balance sheet
  • Full invoicing: customers, payment options (Venmo/Zelle), branded templates + public pay page
  • Attach receipts to any transaction
  • Mileage tracking: log business trips, deduct at the IRS standard rate
  • Up to 5 categorization rules (incl. AI-proposed in chat)
  • Business memory: Cash remembers details about your business (up to 25)
  • Bring in prior-year history: categorize a full prior year or upload last year's P&L from your old software
  • Invite your accountant
Most popular

Co-Pilot

Everything in Auto-Pilot, plus AI intelligence

$18250% off year 1
$114first year

≈ $9.50/mo · then $182/yr

30-day money-back guarantee

  • Everything in Auto-Pilot, plus AI intelligence
  • Projects & job profitability: see which jobs actually make money, matched to your Income Statement to the penny
  • 1099 tracking: flag which vendors need a 1099 and track the W-9s you've collected
  • Tax what-if scenarios: model a big purchase or an income change and see what it does to your tax bill before you commit
  • Expanded AI usage: more monthly chat, plus unlimited business memory & spending alerts
  • Weekly + monthly audio recaps
  • Snap a receipt, chat with Cash about it
  • +1 team user with full access (accountant invites stay unlimited)
  • Unlimited categorization rules (manual + AI-proposed in chat)
  • Cash flow statement + capitalization review
  • Bulk customer import
  • 90-day cash forecast

Command

Everything in Co-Pilot, plus multi-business tools

$33650% off year 1
$210first year

≈ $17.50/mo · then $336/yr

30-day money-back guarantee

  • Everything in Co-Pilot, plus multi-business tools
  • Run 2 businesses from one login: separate books, accounts, and reports for each
  • Consolidated income statement: combined P&L across all your businesses
  • Combined tax dashboard: multi-company tax with consolidation for sole prop / SMLLC
  • All-businesses dashboard: combined YTD revenue + per-business breakdown
  • Up to 4 team users with full access
  • Maximum AI usage: our highest monthly chat limits
  • Add more businesses when you need them, up to 5 total

Add-ons available

Extra Companies