| Plan Summary | Perfect for small businesses and startups testing the platform | Ideal for growing businesses with more complex financial needs | Comprehensive solution for large organizations with advanced requirements |
| Financial Dashboard | | Advanced metrics, KPIs, and multi-entity management (up to 5 entities) (Advanced) Full historical data access (Advanced)
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| Chart of Accounts | | | |
| Financial Reports | | Detailed balance sheets with comparative periods (Advanced) Advanced profit & loss statements, cash flow statements (Advanced) Flexible reporting (weekly, monthly, quarterly, annual) (Advanced)
| Detailed balance sheets with comparative periods (Premium) Advanced profit & loss statements, cash flow statements (Premium) Flexible reporting (weekly, monthly, quarterly, annual) (Premium)
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| Document Management | | Upload up to 50 documents/month (Standard) Basic document analysis (Standard) Manual data extraction (Standard)
| Upload up to 50 documents/month (Enhanced) Basic document analysis (Enhanced) Manual data extraction (Enhanced)
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| User Access & Support | 1 user account with basic role permissions Email support (48-hour response) Access to the knowledge base
| 1 user account with basic role permissions (Standard) Email support (48-hour response) (Standard) Access to the knowledge base (Standard)
| 1 user account with basic role permissions (Enhanced) Email support (48-hour response) (Enhanced) Access to the knowledge base (Enhanced)
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| Data Training | | | |
| Accounts Management | — | Receivables: Full aging analysis, customer invoice tracking, payment reminders (Advanced) Payables: Vendor invoice tracking, payment scheduling, aging analysis (Advanced)
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| AI-Powered Features | — | | |
| Document Analysis | — | | |
| Integrations & User Access | — | Xero and MYOB integration, basic API access (Advanced) Up to 5 user accounts with role-based access (Advanced) Audit logging (Advanced)
| Xero and MYOB integration, basic API access (Premium) Up to 5 user accounts with role-based access (Premium) Audit logging (Premium)
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| Enhanced Support | — | Priority email support (24-hour response) (Advanced) Live chat during business hours (Advanced) Monthly system usage reports (Advanced)
| Priority email support (24-hour response) (Premium) Live chat during business hours (Premium) Monthly system usage reports (Premium)
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| Financial Management | — | — | |
| Reporting Suite | — | — | Custom report builder and regulatory compliance (Enterprise) Industry-specific reports (Enterprise) Automated scheduling/distribution (Enterprise)
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| AI Capabilities | — | — | Predictive analytics and cash flow forecasting (Enterprise) Intelligent expense categorization (Enterprise) Custom AI model training (Enterprise)
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| Document Intelligence | — | — | Unlimited uploads and advanced processing pipeline (Enterprise) Custom extraction templates (Enterprise) Historical document analysis (Enterprise)
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| Enterprise Integrations | — | — | Full API access and custom integration development (Enterprise) ERP/banking system connections (Enterprise) Custom data connectors (Enterprise)
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| Security & Compliance | — | — | |
| User Management | — | — | Unlimited user accounts and advanced permissions (Enterprise) Team hierarchies (Enterprise) Branded client portals with custom domains (Enterprise)
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| Premium Support | — | — | Dedicated account manager (Enterprise) 24/7 priority support with SLA guarantees (Enterprise) Quarterly reviews and implementation assistance (Enterprise) Custom training and onsite support (Enterprise)
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| Additional Benefits | — | — | Early feature access and input into product roadmap (Enterprise) Custom feature development and annual security audits (Enterprise) Disaster recovery planning and high availability guarantees (Enterprise) Unlimited data storage and data migration assistance (Enterprise)
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