Pricing

Every plan is the whole product.

Every feature on every plan. Pick by how many banks and people you bring.

Every plan starts with a 14-day free trial

Want a walkthrough before you choose? Book a demo

30%

Founding price, locked in

  • From $66.50 a month instead of $95, for as long as you stay subscribed.
  • Plus a 20-minute setup call with the founder.

Use code FOUNDING30 at checkout

Limited time and limited places.

Claim 30% offor book 20 minutes with the founder

Books that keep themselves

Starter

For an owner doing their own books who wants them right without thinking about it every week.

List price $95 a month

$66.50/month

Founding price with FOUNDING30

14-day free trial, then renews monthly until you cancel. Plus sales tax where applicable.

  • 2 connected banks
  • Include any accounts you choose at each bank: checking, savings & cards
  • 2 people
  • Every feature included. Nothing is held back for bigger plans.

You will sign in first, then enter payment details in Stripe Checkout.

Most popular

Room for more banks and people

Growth

For a business spread across more banks, with more people helping keep the books.

List price $145 a month

$101.50/month

Founding price with FOUNDING30

14-day free trial, then renews monthly until you cancel. Plus sales tax where applicable.

  • 8 connected banks
  • Include any accounts you choose at each bank: checking, savings & cards
  • 8 people
  • Every feature included. Nothing is held back for bigger plans.

You will sign in first, then enter payment details in Stripe Checkout.

Built for volume

Pro

For businesses running more accounts, more people, and a heavier close every month.

List price $195 a month

$136.50/month

Founding price with FOUNDING30

14-day free trial, then renews monthly until you cancel. Plus sales tax where applicable.

  • 25 connected banks
  • Include any accounts you choose at each bank: checking, savings & cards
  • 25 people
  • Every feature included. Nothing is held back for bigger plans.
  • Priority support

You will sign in first, then enter payment details in Stripe Checkout.

Included in every plan

The plans differ only by how much you connect. Every plan does everything.

  • Live bank sync, plus CSV import for anything older
  • Even Margin AI names the merchant and picks the category
  • Every category says how sure we are, and why
  • Rules: set it once and it holds
  • Profit & Loss and Cash Flow statements
  • Analytics: spending trends, software by what it does, how long your cash lasts
  • Review queue for whatever we could not file with confidence
  • Your books checked against your bank, up to a date we name
  • Close a month, lock it, and keep a record you can hand over
  • Split one charge across several categories
  • Duplicate detection before it reaches your reports
  • Export everything: transactions, categories, rules and statements
  • Human support on every plan

A bank connection is one bank login, and you choose which of its accounts to bring in: one, several, or all of them, across checking, savings and credit cards. Connect Chase once and pull in every account you want, not just a single card.

Plans renew automatically each month until you cancel. Cancel any time. See our Terms.

Founding pricing is 30% off any plan with code FOUNDING30, for as long as the subscription stays active. It closes February 28, 2027, or sooner once 20 founding customers have joined.

Questions

The things people ask before they sign up

Is my financial data secure?
Your bank login goes to Plaid and stays with your bank, and our access is read-only, so your money stays exactly where it is. Your data is encrypted on the way to us and while we hold it, and the bank access token is encrypted again under a key of its own. Read the security page.
Can I change plans later?
Yes. Upgrade or downgrade any time from the billing portal, which opens from "Manage billing" in the sidebar. Your limits move with the plan straight away.
What if I want to leave?
Cancel from the billing portal whenever you like, and export everything first: transactions, categories, rules and statements, all formats in one download. We would rather you leave with your books than be kept by the cost of rebuilding them.
Which banks do you support?
We connect through Plaid, which covers thousands of banks and credit unions across the US, including every major institution. You can check for yours during signup, before you pay anything.
Which features come with which plan?
All of them, on every plan: rules, statements, analytics, the review queue and exports. Plans differ by how many connected banks and people they include, and Pro adds priority support.
Can one bank connection bring in several accounts?
Yes. A connection is a single bank login, and you choose which of its accounts to bring in: one, several, or all of them, across checking, savings and credit cards. Connect Chase once and bring in every account you want.
How good is the categorization, really?
Good enough that most weeks you are confirming rather than sorting. Every category carries a confidence level and a reason, so you can see exactly what we matched on, and anything below high confidence waits in your review queue for a quick look.
Can I change a category Even Margin picked?
Yes, and your choice sticks: a category you set always outranks an automatic one. Turn your change into a rule and it applies to every matching transaction from then on, and to the ones already in your books if you want.