Choose the plan that fits your business.
Start free with Standard. Pro adds premium templates, more receipt processing, scheduled reports, and support for extra businesses.
Standard
$0 / month
No credit card required.
Send invoices and estimates, save receipts, and accept card payments.
- 1 business
- Unlimited invoices and estimates
- Professional templates for invoices and estimates
- Unlimited receipt and expense file uploads
- 20 smart receipts per month
- Bank linking, synced transactions, manual pairing
- PDF and CSV exports
- 1 GB document storage
- Team invites (admin, viewer, or custom access)
- Assistant after you send your first invoice
- 0.5% platform fee on paid invoices
Pro
$40 / month
or $400 billed yearly
Everything in Standard, plus every template, higher limits, scheduled reports, and extra businesses.
- Everything in Standard
- Premium invoice and estimate templates
- 0.25% platform fee on paid invoices
- Unlimited smart receipts
- 5 GB document storage
- Scheduled report emails
- Import time from Google Sheets, CSV, Excel, or paste
- Routes and mileage
- AI Bookkeeper — monthly review and a CPA-ready packet
- Customer texting (opt-in, transactional only)
- Multi-business support, with added businesses at $30/mo each
Smart receipts read the details from your uploads. Standard includes 20 per month; Pro includes unlimited processing. File uploads are unlimited on both plans, within your plan’s storage allowance.
PlanBill platform fee on invoices paid through PlanBill: 0.5% on Standard, 0.25% on Pro. Card processing fees are separate and set by the processor.
AI Bookkeeper is guidance only. It does not file taxes or replace your accountant.
Create a free account and send your first invoice.
Start with Standard at no monthly cost. You can move to Pro if you need more features.