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Pricing and plans

How do I know which pricing plan is right for my firm and clients?

Our packages are priced based on the number of expenses your client has each month. This figure should help you determine which package is the best fit for your firm and clients. We also offer some additional services with bigger packages, such as managing your collections or offering tailored reporting. Head over to our pricing page to compare the different services, or you can connect with one of our specialists to walk you through an assessment!

Can I change my subscription plan?

We review your plan monthly. If we find that your average monthly expense level has changed since your last review (based on your client's expenses; it doesn’t often jump up), we’ll let you know one month in advance before adjusting your price.