Pricing that scales with you
Unlock the power of your banking and investment data with a plan that works for you.
Enterprise Solutions
Custom solutions for teams and organizations with advanced security, compliance, and integration needs across banking and investment workflows.
Unlimited Scale
Unlimited bank and investment accounts, connections, and syncs for enterprise needs
Advanced Security
SSO, SAML, and enterprise-grade security controls
Custom Integrations
Tailored solutions and custom destination integrations
Enterprise Features
Custom pricing • Dedicated support • Enterprise features
Detailed Feature Comparison
Bank & Investment Accounts
| Plan | Free | Standard | Professional | Enterprise |
|---|---|---|---|---|
| Connected Accounts | - | 5 | 15 | Unlimited |
| Account Support | - | All 10,000+ Bank & Investment Accounts | All 10,000+ Bank & Investment Accounts | All 10,000+ Bank & Investment Accounts |
| Accounts Per Connection | - | Unlimited | Unlimited | Unlimited |
Data Syncing
| Plan | Free | Standard | Professional | Enterprise |
|---|---|---|---|---|
| Number of Synced Transaction Updates | - | Up to 5 Bank Feed Syncs | Unlimited Bank Feed Syncs | Unlimited Bank Feed Syncs |
| Dollar Amount of Synced Transactions | - | Unlimited | Unlimited | Unlimited |
| Historical Data | - | Up to 2 years | Up to 2 years | Up to 2 years |
Receipt Processing
| Plan | Free | Standard | Professional | Enterprise |
|---|---|---|---|---|
| Receipts Imports per Month | 10 | 100 | 1000 | Unlimited |
Destinations
| Plan | Free | Standard | Professional | Enterprise |
|---|---|---|---|---|
| Available Destinations | - | All | All | All |
| Number of Destinations | - | Unlimited | Unlimited | Unlimited |
Workspaces & Team Features
| Plan | Free | Standard | Professional | Enterprise |
|---|---|---|---|---|
| Workspaces | - | - | - | Unlimited |
| Team Members | - | - | - | Unlimited |
| SSO Integration | - | - | - | Advanced SSO & SAML |
| Role-based Access | - | - | - | Advanced |
| Audit Logs | - | - | - | Comprehensive |
Support
| Plan | Free | Standard | Professional | Enterprise |
|---|---|---|---|---|
| Email Support | Community Support | Standard | Priority | Dedicated Team |
| Response Time | - | 24-48 hours | 4-8 hours | 1-2 hours |
| Phone Support | - | - | - | ✓ |
| 7-day money-back guarantee | - | ✓ | ✓ | ✓ |
Frequently Asked Questions
What happens after I upgrade?
Once you upgrade your plan, you'll immediately have access to the new features and limits. Your billing cycle will adjust accordingly.
How long is the free trial?
All plans include a 14-day free trial. You can test all features without any commitment during this period.
Do you offer refunds?
Yes, we offer a 7-day money-back guarantee on all paid plans. Contact us within 7 days for a full refund.
Are payments secure?
Absolutely. We use Stripe for secure payment processing and never store your payment information directly.
What payment methods do you accept?
We accept all major credit cards (Visa, MasterCard, American Express) and other payment methods through Stripe.
Can I change my subscription?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately and billing adjusts accordingly.
Can I cancel my subscription anytime?
Yes, you can cancel your subscription at any time. You'll continue to have access until the end of your billing period.
Will I get a receipt?
Yes, you'll receive a receipt via email for each payment. You can also download invoices from your account dashboard.
What are workspaces?
Workspaces allow you to organize your bank connections and syncs into separate projects or departments. Perfect for managing multiple businesses or personal vs. business finances.
What SSO providers do you support?
We support all major SSO providers including Google Workspace, Microsoft Azure AD, Okta, and SAML 2.0. Enterprise customers get advanced SSO configuration options.
What does "Receipt Extracted" mean?
A receipt is considered "extracted" when we successfully process and extract data from a receipt file you upload. Each file that's successfully extracted counts towards your monthly quota. Failed extractions or files that cannot be processed do not count towards your limit.