Solo is for one freelancer. Professional adds multi-client workflows and accountant exports. Studio is for small teams working under one roof. Move up when the work earns it; move down when it slows.
Independent operators, one person and one bank.
Most freelancers land here, once the roster grows past one.
Small teams, agencies, and books shared with an accountant.
| Feature | Solo | Professional | Studio |
|---|---|---|---|
| Connections | |||
| Bank and card connections | 2 | 8 | Unlimited |
| Connected payment processors | 1 | 4 | Unlimited |
| Receipt captures per month | 50 | 500 | Unlimited |
| Bookkeeping | |||
| Bank-feed auto-categorisation | |||
| Custom chart of accounts | — | — | |
| Multi-entity / multi-client books | — | Up to 5 | Unlimited |
| White-label client portal | — | — | |
| Taxes and reporting | |||
| Quarterly tax estimate | |||
| Schedule C export | |||
| 1099 generation | — | ||
| Accountant-ready ledger export | — | ||
| Team and support | |||
| Team members | 1 | 1 | Up to 8 |
| Role-based access | — | — | |
| Email support | |||
| Priority response First reply within 4 business hours. | — | — | |
All plans include bank-grade encryption, Plaid read-only connections, and quarterly product updates. Annual billing knocks 20% off the monthly price.