Pricing

Simple pricing for service businesses.

Every signup gets 30 days of full Pro free. Keep Pro, or fall back to a permanent Free plan for manual budgeting.

Day 1
Sign up — full Pro
Day 30
Trial ends
Forever
Keep Pro or fall back to Free

Free

$ 0 /month

Manual budgeting — yours forever after the Pro trial ends.

Includes

  • Manual budget — CSV transaction upload
  • Custom categories you create and edit
  • Single budget setup
  • Dashboard with basic stat tiles
  • 1 user, 1 location
Sign up

Free forever after your 30-day Pro trial.

Full Pro free for 30 days

Pro

$ 29 /month

The full product — TDABC profitability, AI categorization rules, automatic transfer detection, Plaid bank sync, and POS imports.

Everything in Free, plus

  • Profitability dashboard & full TDABC cost analysis
  • Per-service, per-tech, and tech × service margin matrix
  • Cost Pools (auto-derived + user-defined)
  • Plaid bank sync (auto-import)
  • POS imports (Vagaro live; Square, Booksy, Mindbody coming)
  • Automatic transfer detection between own accounts
  • Categorization rules with AI suggestions
  • Multi-budget setup with hierarchical categories
  • Setup health strip — green/amber/red status across the dashboard
  • Customizable dashboard
  • 1 user, 1 location
Start your 30-day Pro trial

No credit card required. Auto-falls-back to Free when the trial ends.

Compare

Free vs Pro

Feature Free Pro
Manual budget & CSV transaction upload
Custom categories
Categorization rules & AI rule suggestions
Multi-budget setup with hierarchical categories Single budget Multi-budget
Dashboard Basic stat tiles Customizable profitability dashboard
TDABC cost analysis & Profitability
Per-service, per-tech, tech × service matrix
Cost Pools (auto-derived + user-defined)
Plaid bank sync (auto-import)
POS imports (Vagaro)
Automatic transfer detection
Users included 1 1
Locations included 1 1
Questions

Frequently asked

How does the 30-day Pro trial work?

Every signup gets full Pro automatically for 30 days — no credit card required. The trial is just a state on Pro: nothing changes about how you use the product during that window.

What happens when the trial ends?

If you don't keep Pro, the organization auto-falls-back to the permanent Free plan. Your data is preserved in the database and is accessible the moment you re-upgrade. Pro-only pages are locked until then.

Is the Free plan really free?

Yes. Manual budgeting and custom categories are free with no time limit. The Free plan is what you fall back to — not a separate signup track.

How does annual billing work?

Annual is two months free — Pro is $290/year ($24.17/mo equivalent) instead of $29/mo.

Can I go back to Pro after falling back to Free?

Yes. Upgrading back is straightforward, and your data is preserved — picking back up where you left off is just a re-upgrade away.

What banks are supported?

We connect to thousands of financial institutions through Plaid, including major banks and credit unions.

Is my financial data secure?

Yes. Bank-grade encryption in transit and at rest, modern authentication, and regular security reviews. Your data is never sold.

Can I export my data?

Yes. Both Free and Pro support CSV export of your transactions and budget data.

Ready when you are

Know what your services actually cost.

30 days of full Pro on signup. No credit card. Permanent Free plan if you don't keep Pro.

Start your 30-day Pro trial See what's in Pro

No setup fees. No credit card required.