Pick the plan that fits your books
Cash basis books on every plan, accrual on Command. Cancel anytime.
= connects to your AI agent (Claude, ChatGPT, Grok and more)
Auto-Pilot
Complete bookkeeping for solo businesses
$108Save 20%
$86/yr
≈ $7.17/mo, billed annually
30-day money-back guarantee
No AI agent connection
Want Claude, ChatGPT or Grok in your books? Co-Pilot connects them.
- 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
- Unlimited 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
Works with Claude, ChatGPT, Grok + more
Connect your favorite agent to read your books, categorize and make rules.
- 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)
- Cash flow statement + capitalization review
- Bulk customer import
- 90-day cash forecast
Command
Everything in Co-Pilot, plus full accounting
$33650% off year 1
$210first year
≈ $17.50/mo · then $336/yr
30-day money-back guarantee
Works with Claude, ChatGPT, Grok + more
Connect your favorite agent to read your books, categorize and make rules.
- Everything in Co-Pilot, plus full accounting
- Full accrual accounting: switch any report between cash and accrual, see what customers owe by age, and run tax estimates on the method you file
- Unlimited chart of accounts: as many income and expense categories as your business needs
- Classes: track locations, departments or lines of business, with a P&L by class
- Account numbers on your chart of accounts, shown on every report and export
- Vendor bills: snap a bill or upload its PDF and it fills itself in, see what you owe and when, and match the bank payment so the expense counts once
- Up to 4 team users with full access
- More AI usage: a bigger monthly chat allowance than Co-Pilot
