Fit assessment
Find a starting point for your team.
Match your user and company needs to current Core and Pro plans, then identify the details to confirm for your bookkeeping workflow.
Find your package starting point
Five questions, answered only in this browser. Nothing is sent or saved. Compare current packages and identify any details to confirm.
Core: $99/month, up to 3 users, 1 included company; each additional company costs $50/month. Pro: $199/month, up to 10 users, 1 included company; each additional company costs $75/month. More than 10 users or a specialist dependency needs confirmation, not automatic rejection. Additional companies and corporate/franchise oversight do not by themselves rule out a package.
Compare current Core and Pro packagesWhat the assessment considers
- How many companies need bookkeeping?
- How many people need access?
- Which workflow matters most, including AI bookkeeping or corporate oversight?
- Does your setup require a particular bank connection, migration, integration or support arrangement?
- Are there specialized accounting, ERP or compliance requirements to confirm?
Transparent rules, in priority order
Use positive whole numbers for users and companies. Additional-company options mean company count alone is not a rejection. Corporate/franchise review and audit is a current capability; detailed consolidation or intercompany requirements need a specific check.
Scroll horizontally to see all columns on smaller screens. Keyboard: focus the table and use the arrow keys.
| Condition | Result | Why |
|---|---|---|
| A specialized requirement or unresolved dependency needs confirmation. | Validate the requirement | Check the exact migration, integration, bank, support, report or permission need without assuming it is unavailable. |
| The required users fit within 3. | Consider Core | $99/month with 1 included company; additional companies are $50 each per month. |
| The required users exceed 3 and fit within 10. | Consider Pro | $199/month with 1 included company; additional companies are $75 each per month. |
| The required users exceed 10. | Confirm your team structure | The published Pro allowance is 10 users. Ask how your organization should be configured rather than assuming an unpublished tier. |
Use the guide without JavaScript
- Write down company count, user count and the bookkeeping work you need.
- Compare user count with Core’s 3 users and Pro’s 10 users.
- Allow for paid additional companies beyond the included company count.
- If management oversees downstream businesses, explore the corporate/franchise layer.
- Check any unresolved day-one requirement before switching.
A useful starting point, not an implementation decision
Answers are processed in your browser, are not sent to a server and are not saved by this assessment. Reset clears the current answers and result.
The result does not decide accounting treatment, security compliance, migration completeness or implementation effort.