Pricing that scales with you
Start free, upgrade when you need more. No surprises, cancel anytime.
Detailed Feature Comparison
| Feature | Free | Standard | Professional Popular | Enterprise |
|---|---|---|---|---|
| Bank & Investment Accounts | ||||
| Connected Accounts | — | 5 | 15 | Unlimited |
| Account Support | — | All 10,000+ Banks | All 10,000+ Banks | All 10,000+ Banks |
| Accounts Per Connection | — | Unlimited | Unlimited | Unlimited |
| Data Syncing | ||||
| Bank Feed Syncs | — | Up to 5 | Unlimited | Unlimited |
| Transaction Volume | — | Unlimited | Unlimited | Unlimited |
| Historical Data | — | Up to 2 years | Up to 2 years | Up to 2 years |
| Document Processing | ||||
| Documents/Month | 10 | 100 | 1000 | Unlimited |
| Destinations | ||||
| Available Destinations | — | All | All | All |
| Number of Destinations | — | Unlimited | Unlimited | Unlimited |
| Workspaces & Team | ||||
| Workspaces | Unlimited | Unlimited | Unlimited | Unlimited |
| Team Members | 1 (solo) | 1 | 5 (+$4/extra) | Unlimited |
| Role-based Access | Owner only | Owner + Viewer | All roles | All + custom |
| SSO / SAML | — | — | — | Advanced |
| Support | ||||
| Email Support | Community | Standard | Priority | Dedicated Team |
| Response Time | — | 24-48 hours | 4-8 hours | 1-2 hours |
| Money-back Guarantee | — | 7 days | 7 days | 7 days |
Frequently Asked Questions
What happens after I upgrade?
You'll immediately have access to new features and limits. Billing adjusts accordingly.
How long is the free trial?
All plans include a 14-day free trial. No credit card required.
Do you offer refunds?
Yes, 7-day money-back guarantee on all paid plans.
Are payments secure?
We use Stripe for secure payment processing and never store your payment info.
What payment methods do you accept?
All major credit cards (Visa, MasterCard, Amex) through Stripe.
Can I change my subscription?
Yes, upgrade or downgrade at any time. Changes take effect immediately.
Can I cancel anytime?
Yes, cancel anytime. You'll have access until the end of your billing period.
Will I get a receipt?
Yes, email receipts for each payment plus downloadable invoices in your dashboard.
What are workspaces?
Workspaces let you organize bank connections and syncs into separate projects. All plans include unlimited workspaces.
How do team members work?
Invite team members to collaborate. Standard is solo, Professional includes up to 15 with extra seats available. Enterprise is unlimited.
What are add-ons?
Professional users can add extra bank connections ($2.50/mo), team members ($4/mo), or document extraction capacity ($5/100 documents) beyond plan limits.
What does "Document Extracted" mean?
A document is "extracted" when we successfully process data from it. Failed extractions don't count toward your limit.
