What do I get for free?
Three documents, ever — enough to walk a real settlement statement from upload to a balanced, classified journal entry. Free includes extraction (scanned PDFs included), a first-pass IRS classification with citations, the land/building split, the tax-prep figures on screen, and a CSV export of the extracted line items. Posting to QuickBooks or Xero, connecting an entity, re-running the classification, the per-property ledger, reviewer sign-off links, and the richer exports — Excel, JSON, the downloadable tax-prep and year-end packs, and the accounting-ready write-back files (QuickBooks CSV/IIF and Xero CSV) — are Pro.
What are the limits on Pro?
30 documents per calendar month, shared across up to 10 connected entities (any mix of QuickBooks Online and Xero). Only a successful extraction counts against the limit — a failed or unreadable upload never does.
How does the yearly discount work?
Pro is $50/month billed monthly, or $37.50/mo when you prepay a full year — that's $450 billed once, up front, a 25% saving over the monthly rate.
What's the Team plan?
Team is $200/month, flat, for a whole firm on one organization: up to 10 teammates (owner, admins and members), a shared pool of 300 documents every month, and up to 100 connected entities. Everyone works from one shared document workspace and the firm gets a single invoice. Every Pro feature is included.
Can I cancel?
Monthly Pro cancels anytime and stops at the end of the current month. Prepaid terms run for the period you paid, then renew unless you cancel before the next term. Free never charges you, so there is nothing to cancel.
What happens if I hit the monthly cap?
New uploads pause until the next calendar month or until you free up room — nothing you have already extracted or posted is affected. Write-backs and exports are never metered.
Do manual journal entries count against my document limit?
No. Typing a journal entry by hand or uploading one as a CSV is never metered, on Free or Pro — only successful extractions of a closing document count. Authoring and reviewing a manual entry on screen is available on Free; posting it live to QuickBooks or Xero is a Pro feature, just like write-back for closings.