PATH PRICING
Simple, predictable. You build it, we balance it.
Running your business shouldn’t require buying software you don’t want and services you don’t need.
minimal path
$40/month
Entry-Level. Perfect for side hustles, seasonal businesses or getting-started solopreneurs who currently use a shoe box (extra points if the box is one your drill came in) for receipts.
- Tailored Chart of Accounts
- Record Income & Expenses
- Basic Profit & Loss Summary
- Monthly Financial Snapshot (Email)
- Annual Tax-Ready Report
UP TO 40 TOTAL TRANSACTIONS
Minimal Path delivers essential tracking and monthly organization. This path ensures a consistent monthly record of income and expenses is maintained. To move beyond Simple tracking and receive both account reconciliation and a full profit and loss statement each month, the Gentle Path is your ideal next step.
gentle path
$75/month
Steady & Simple. The foundational path for verifying accuracy and consistent monthly reporting.
INCLUDES EVERYTHING IN MINIMAL PATH, PLUS:
- Categorized Income & Expenses
- Full Profit & Loss Statement
- Account Reconciliation (1 Account)
- Quarterly Financial Summary (Email)
UP TO 75 TOTAL TRANSACTIONS
Gentle Path gives your books a steady monthly rhythm. Ready to upgrade to dedicated monthly consultation, deeper insights, and AI access? The Clear Path is the way forward.
clear path
$125/month
Proactive Management. Most Popular path to clarity, quarterly insights and dedicated monthly consultation.
🔥MOST POPULAR!
INCLUDES EVERYTHING IN GENTLE PATH, PLUS:
- Detailed Income & Expense Categorization
- Full P&L Statement w/Expense Breakdown Report
- Account Reconciliation (2 Accounts)
- Monthly Balance Sheet Overview
- Quarterly Insights/Trends Summary (Email)
- Read-Only AI Access to Financial Data
- Monthly Call /Consultation
UP TO 150 TOTAL TRANSACTIONS
Clear Path delivers management insights and dedicated monthly consultation. If your business is pushing past 150 transactions the Smooth Path offers a no-hassle system upgrade with insightful AI access!
smooth path
$225/month
Integrated Systems. Designed for busy service businesses requiring complete system management and proactive insight.
INCLUDES EVERYTHING IN CLEAR PATH, PLUS:
- Account Reconciliation (3 Accounts)
- AI Access Updated Monthly — explore and ask financial questions
- Monthly Call / Consultation
UP TO 250 TOTAL TRANSACTIONS
Smooth Path provides dependable monthly care and detailed, AI-powered system management. Ready to scale to maximum capacity with five or more account reconciliations and FULL-SERVICE Real-Time AI Access? The Effortless Path is the ultimate upgrade.
effortless path
$375/month
Comprehensive Solution. Full-service, maximum scale and real-time financial command.
INCLUDES EVERYTHING IN SMOOTH PATH, PLUS:
- Account Reconciliation (5 Accounts)
- FULL-SERVICE AI-Powered access to real-time reports, insights, and interactive financial data
UP TO 400 TOTAL TRANSACTIONS
Effortless Path provides complete system management and unparalleled access to your financial data. Ready to customize your service further? Explore Add-Ons.
Add-ons
Pricing varies depending on your Path.
These services can be added at any time if you need more than your Path includes — or ordered as stand-alone services.
- Annual Tax Filing
- State & Local Tax Filing
- Historic Tax Filing
- Payroll & contractor 1099 Filing
- Historical Catch-Up/Clean-Up Bookkeeping
- Extra Bookkeeping Beyond Your Path
- Additional Account Reconciliation
- Custom Business Templates
- Ready-to-Use Document Templates
- Expense and Mileage Tracking
- Project/Job Invoicing
- Receipt & Documentation Organization
Pricing Notes
You can upgrade or downgrade your Path anytime — changes take effect the following month.
Businesses consistently exceeding 400 transactions/month will receive a custom plan.