Formerly Cash Basis AI

Plans and what each includes

Three plans, each for one business. Compare what they include, how much Cash you get each month, and how many people can work in your books.

The three plans

Auto-Pilot
$9 a month, or $86 a year. Complete bookkeeping for a solo business: bank sync, Cash categorizing your transactions, chat with Cash, your income statement and balance sheet, tax estimates, invoicing, receipts, mileage and rules.
Co-Pilot
$19 a month, or $182 a year. Everything in Auto-Pilot, plus connecting your own AI, projects, 1099 tracking, tax what-if scenarios, the cash flow statement, the 90-day cash forecast, audio recaps, more chat with Cash each month and one team user.
Command
$35 a month, or $336 a year. Everything in Co-Pilot, plus full accounting: cash or accrual reports, receivables aging, classes, account numbers, unlimited categories, vendor bills and journal entries, a bigger monthly chat allowance and up to 4 team users.

Annual plans cost about 20% less than paying monthly. Your books are kept on a cash basis on every plan. The Pricing page has the full list of what each plan includes.

Which plan has which feature

Every plan
Bank and card sync, CSV import, Cash categorizing and Review, rules, the income statement and balance sheet, tax estimate and quarterly payments, invoicing, receipts, mileage, business memory (up to 25 details on Auto-Pilot) and inviting your accountant.
Co-Pilot and Command
AI connections, projects, 1099 tracking, projecting a different income in What-If Scenarios, the cash flow statement, capitalization review, the cash forecast, audio recaps, unlimited business memory and spending alerts.
Command
The Cash / Accrual switch, Receivables and Payables, classes, account numbers, sub-accounts, unlimited categories, bringing in a chart of accounts, vendor bills, journal entries and choosing the tax return method.

When something is not on your plan, the app shows what it does and a See plans button instead.

Connect your own AI →

Accrual, classes and Command reports →

Your monthly chat with Cash

Each plan comes with a monthly allowance for chatting with Cash: Co-Pilot has more than Auto-Pilot, and Command has more than Co-Pilot. Settings, then Plan & billing shows how much of this month you have used.

If you use it all, Cash keeps working. You see a note that you have used this month’s allowance, and it starts fresh next month.

Team users and your accountant

Auto-Pilot
No team users.
Co-Pilot
One team user with full access.
Command
Up to 4 team users with full access.

Invite them in Settings, under Sharing & access, then Team access. Inviting your accountant is separate: every plan can invite accountants, with no limit.

One business per plan

Each plan covers one business, and each business has its own plan and its own books. To add another business:

  1. Open the business menu at the top and choose Add another company (or go to Settings, then Manage businesses, then Add business).
  2. Tell us what kind of business it is and give it a name.
  3. Pick a plan for it. It is charged right away, with no free trial, and your other businesses keep their own plans.

You can own up to five businesses. Switch between them from the business menu.