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 30%
$75.25/yr

≈ $6.27/mo, billed annually

  • Automatic bank sync + AI categorization (weekly)
  • 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
  • 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
  • 14-day free trial
Most popular

Co-Pilot

Everything in Auto-Pilot, plus AI intelligence

$228Save 30%
$159.25/yr

≈ $13.27/mo, billed annually

  • Enhanced AI assistant — unlimited business memory, spending alerts & higher usage
  • Projects* — track lifetime profit per job, property, or client*Projects Pack add-on — $5/mo · $48/yr (included with Command)
  • +1 team user with full access (accountant invites stay unlimited)
  • Snap a receipt, chat with Cash about it
  • Weekly + monthly audio recaps
  • Unlimited categorization rules (manual + AI-proposed in chat)
  • Bulk customer import
  • Daily bank sync (vs weekly)
  • Cash flow statement + capitalization review
  • 90-day cash forecast + tax scenario calculator

Add-ons available

Projects Pack

Command

Everything in Co-Pilot, plus realtime voice

$420Save 20%
$336.00/yr

≈ $28.00/mo, billed annually

  • Projects included — track lifetime profit per job, property, or client
  • Multi-company tools (2 companies included)
  • Consolidated income statement — combined P&L across all your businesses
  • Combined tax dashboard — multi-company tax with consolidation for sole prop / SMLLC
  • Up to 4 team users with full access
  • Real-time AI voice agent (15 min/month included)
  • All-businesses dashboard — combined YTD revenue + per-business breakdown
  • Highest AI usage caps
  • Access to Voice Pack + Multi-company add-ons

Add-ons available

Voice Pack · Extra Companies