Choose a plan that matches your document volume and budget. Upgrade, downgrade, or cancel any time.
A clean, detailed view of limits and features per plan.
| Feature |
Basic
$29.00/mo
|
Standard
$49.00/mo
|
Professional
$99.00/mo
|
Enterprise
$199.00/mo
|
|---|---|---|---|---|
| Analytics | ||||
| Cash flow chart | ✓ | ✓ | ✓ | ✓ |
| Revenue vs expense chart | ✓ | ✓ | ✓ | ✓ |
| Conversion rate chart | ✓ | ✓ | ✓ | ✓ |
| Top expense items | ✓ | ✓ | ✓ | ✓ |
| Cumulative line items | ✓ | ✓ | ✓ | ✓ |
| Per project profitability chart | ✓ | ✓ | ✓ | ✓ |
| Supplier spend chart | ✓ | ✓ | ✓ | ✓ |
| Accounting | ||||
| Core accounting workflows | ✓ | ✓ | ✓ | ✓ |
| Manual entries | ✓ | ✓ | ✓ | ✓ |
| Duplicate transaction detection | ✓ | ✓ | ✓ | ✓ |
| Multiple linked bank accounts | ✓ | ✓ | ✓ | ✓ |
| Inline markup calculators | ✓ | ✓ | ✓ | ✓ |
| Unlimited note templates | ✓ | ✓ | ✓ | ✓ |
| Unlimited email templates | ✓ | ✓ | ✓ | ✓ |
| One-click SI → quote → job → invoice conversions | ✓ | ✓ | ✓ | ✓ |
| Custom document numbering | ✓ | ✓ | ✓ | ✓ |
| Duplicate document detection | ✓ | ✓ | ✓ | ✓ |
| Teams & Staff | ||||
| Team & Staff management module | ✓ | ✓ | ✓ | ✓ |
| Site instructions | ✓ | ✓ | ✓ | ✓ |
| Scheduling | ||||
| Interactive scheduling calendar | ✓ | ✓ | ✓ | ✓ |
| Storage | ||||
| Document storage & retrieval | ✓ | ✓ | ✓ | ✓ |
| Expense Management | ||||
| Global line items database | ✓ | ✓ | ✓ | ✓ |
| Expense containers | ✓ | ✓ | ✓ | ✓ |
| Project/supplier/staff/vehicle containers | ✓ | ✓ | ✓ | ✓ |
| Project benchmarking | ✓ | ✓ | ✓ | ✓ |
| One-click invoicing workflow | ✓ | ✓ | ✓ | ✓ |
| Line item review | ✓ | ✓ | ✓ | ✓ |
| General | ||||
| Search & export | ✓ | ✓ | ✓ | ✓ |
| CSV export | ✓ | ✓ | ✓ | ✓ |
| Personalized branding | ✓ | ✓ | ✓ | ✓ |
| Email forwarding inbox | ✓ | ✓ | ✓ | ✓ |
| Email templates | ✓ | ✓ | ✓ | ✓ |
| Document templates | ✓ | ✓ | ✓ | ✓ |
| Digital take-offs | ✓ | ✓ | ✓ | ✓ |