98% cheaper than Sage Intacct. Free 14-day trial — no credit card required.
For bookkeeping firms managing multiple clients
For in-house controllers managing multi-entity companies
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The Bookkeeper plan is $99 per month and is built for a bookkeeping firm that keeps the books for several separate client companies. It includes up to 10 client entities, each loaded by importing a trial balance CSV exported from QuickBooks Online, Xero or any other bookkeeping system, with a downloadable CSV template to match the columns. Above 10 clients, each additional client is $9 per month on top of the base fee. You switch between clients in about two seconds instead of signing in and out of each set of books, and every entity gets its own Profit and Loss, Balance Sheet and Trial Balance. Additive consolidation reports combine any group of entities into one report, and every report screen exports to PDF and CSV. Automatic QuickBooks Online sync is on the roadmap and not part of the plan today.
The Controller plan is $149 per month flat for up to 10 entities, aimed at an in-house controller who manages a group of related companies rather than a book of unrelated clients. It includes everything needed for group reporting: consolidated Profit and Loss, Balance Sheet and Trial Balance across the entities you pick, intercompany elimination rules (AR and AP, equity, loans, and revenue and expense pairs) so intercompany balances do not inflate the group numbers, a multi-entity dashboard, and a custom report builder with a chosen date range. Shareable read-only report links are a Controller feature: a recipient opens a clean report with no login, can download a PDF, and cannot see the rest of your workspace. Links can carry an expiry of 7, 30 or 90 days, or never, and can be revoked at any time. PDF and CSV export is included on every report.