Simple, Transparent Pricing

Choose the perfect plan for your business. All plans include our AI bookkeeping assistant and compliance tracking — license renewals, insurance, and deadlines, never missed.

MonthlyAnnual
Save 15%+

Starter

For individuals tracking expenses with auto-categorization

$34.99/month
1 business profile
1 financial account
50 transactions / month
10 statement pages / month
Basic AI categorization
Dashboard & reports
AI chat assistant (read-only)
Basic license & permit tracking
—
Review Queue
—
Scenarios & tax planning
—
App sync connections
—
API / data dictionary access

Standard

For small businesses with basic bookkeeping needs

$59.99/month
2 business profiles
3 accounts per business
500 transactions / month
50 statement pages / month
Advanced AI categorization + review queue
Dashboard & reports
AI chat assistant
2 team members
License & insurance tracking with renewal reminders
—
Scenarios & tax planning
Add-on: $15/mo per extra business, $10/mo per extra account
—
API / data dictionary access
Most Popular

Professional

For growing businesses with multiple accounts and tax needs

$119.99/month
3 business profiles
5 accounts per business
1,000 transactions / month
100 statement pages / month
Advanced AI categorization + review queue
Vehicle & mileage tracking (3 vehicles)
Asset tracking & depreciation
1 app sync connection
Tax readiness center
Full compliance center (licenses, insurance, CE credits, registered agents)
Google Calendar renewal sync
5 team members
Add-on: $15/mo per extra business, $10/mo per extra account
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Tax Intelligence Suite (add-on: +$39.99/mo)
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Recurring Expense Intelligence (add-on: +$15.99/mo)
—
API / data dictionary access

Firm / Add-on

For accounting firms and agents using KIB Pro as an embedded add-on

$499.99/month
Unlimited business profiles
Unlimited accounts per business
50,000 transactions / month
500 statement pages / month
Unlimited app sync connections
API & data dictionary access
Multi-client dashboard
Firm branding & white-label
Bulk report generation
Client intake forms
Multi-entity compliance dashboard for all clients
Dedicated support
Tax Intelligence Suite included
Recurring Expense Intelligence included

Add-On Services

Only pay for what you need. Add powerful AI features to any plan, or unlock them all with the Firm plan.

Tax Intelligence Suite

Add-on

Full tax intelligence: interactive tax discovery Q&A sessions, deduction discovery, tax strategy planner, tax year analysis, tax transcript analysis, estimated tax calculations, tax impact simulator, compliance checklist, and IRS forms guide. Includes all back-and-forth AI sessions and scenario modeling.

Budgeting & Cash Flow Intelligence

Add-on

Continuous income and expense analysis, budget tracking, cash flow forecasting, and proactive budgeting recommendations that grow smarter over time.

Recurring Expense Intelligence

Add-on

AI expense necessity analysis, usage tracking, cheaper-alternative suggestions, and removal recommendations.

CPA Collaboration Portal

Add-on

CPA client dashboard, report packages, engagement tracking, and secure document sharing.

Portal Sync Automation

Add-on

Automated bank and creditor statement downloads. Billed per account.

per account

Cross-App Sync

Add-on

Sister-app transaction syncing. Billed per connection.

per connection

Anomaly & Fraud Detection

Add-on

Advanced anomaly detection v2, smart alerts, and fraud pattern recognition.

AI Credit Packs

Running low on statement pages or AI processing? Credit packs carry over month-to-month until depleted — perfect for busy seasons.

50 AI Credits

$15.99one-time

$32¢ per credit

150 AI Credits

$40.99one-time

$27¢ per credit

500 AI Credits

$120.99one-time

$24¢ per credit

Frequently Asked Questions

Can I change plans anytime?

Yes, upgrade or downgrade at any time. Changes take effect on your next billing cycle.

Is there a free trial?

We offer a 14-day free trial for all plans. No credit card required to start.

What payment methods do you accept?

We accept all major credit cards, bank transfers, and ACH payments.

Do you offer discounts for annual billing?

Yes! Annual billing saves you 15% off the monthly rate. Stay loyal and save more: Year 2 gets an additional $10 loyalty credit, and Year 3+ gets $25 off your annual total.

What are statement pages and AI credits?

Statement pages are the number of PDF pages our AI vision reads to extract transactions each month. AI credits cover all AI operations — categorization, tax analysis, recurring expense intelligence, and anomaly detection. Each plan includes a monthly allowance, and you can purchase credit packs for overages.

How do add-on services work?

Add-ons are optional monthly subscriptions that unlock specialized AI features like Tax Intelligence, Recurring Expense Intelligence, CPA Collaboration, and more. Enable or disable them anytime — you only pay for what you use.

Is there a refund policy?

We offer a 30-day money-back guarantee if you're not satisfied.

Can accountants invite unlimited clients?

Yes, the Firm plan includes unlimited client workspaces, 500 statement pages/month, and built-in Tax Intelligence + Recurring Expense Intelligence.