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Explore the features included in each plan.
Personal
Personal plans are optimized for individual finance management. Corporate features such as approval workflows, employee management, and multi-user permissions are not included.
| Features | Free | Standard | Office |
|---|---|---|---|
| Core Features | |||
Monthly Limit | 30 Docs | 1,000 Docs | 10,000+ Docs |
AI Analysis | Basic | Standard | Advanced |
Data Retention | 3 Months | 1 Year | Unlimited |
| Automation & Reporting | |||
Auto Categorization | |||
Export Excel/PDF | |||
Bulk Actions | |||
| Team & Security | |||
Users | 1 | 1 | 1 |
Approval Workflows | |||
Role Management | |||
| Support | |||
Customer Service | Community | Email | Priority Email |
Onboarding | |||
Business
Business plans are designed for companies and teams. They include advanced features like employee management, approval workflows, department-based reporting, and accountant integration.
| Features | Teams | Enterprise | Advanced |
|---|---|---|---|
| Core Features | |||
Monthly Limit | 2,000 Docs | 5,000 Docs | 10,000+ Docs |
AI Analysis | Standard | Advanced | Custom |
Data Retention | 1 Year | Unlimited | Unlimited |
| Automation & Reporting | |||
Auto Categorization | |||
Export Excel/PDF | |||
Bulk Actions | |||
| Team & Security | |||
Users | 10-20 People | 20-100 People | 100+ People |
Approval Workflows | |||
Role Management | Basic | Advanced | Custom |
| Support | |||
Customer Service | Email | Live Chat | 24/7 Dedicated |
Onboarding | |||
Explore the features included in each plan.