Start free, upgrade as you grow. Your data is always retained - no surprises.
Yeah it's limited, but it's free.
Now you're Thinking.
Stop the spreadsheet mess. Export. Move on.
Now you're Doing.
More accounts, more history, less manual work.
Now you're Scaling.
Keep the books clean while the business grows.
Your data is always retained. If you downgrade or cancel, you simply can't import new statements outside your plan limits. Your existing data stays safe.
The import window determines how far back in time you can import statements. For example, with a 1-year window, you can import statements from the past 12 months. This is ideal for staying current with your bookkeeping.
Yes! You can change your plan at any time. Upgrades take effect immediately. Downgrades take effect at your next billing cycle.
You can either delete older statements to make room, or upgrade to a higher plan with more capacity. We'll notify you when you're approaching your limit.
Absolutely. We use bank-level encryption, and your sensitive financial data is never shared with third parties. You can also export and delete your data at any time.