Pricing

Simple tiers for bookkeeping firms.

Start free with up to 3 active clients, prove the workflow on real engagements, then unlock unlimited clients and AI assist with Pro at $9/month.

No credit card required to start.Pro at $9 / monthBuilt for bookkeeping firms and small CAS teams

Free

$0

For first workflows and lean bookkeeping teams.

Up to 3 active clients
Proposal share pages
Invoice + payment link flow
CSV/XLSX imports

Create a workspace to begin setup

Pro

$9 / month

For firms that want repeatable proposal-to-kickoff execution without seat-count anxiety.

Unlimited active clients
AI proposal drafting
AI task next-step briefs
Priority growth path for operations

Upgrade to Pro

Pro access is activated after successful checkout and required billing configuration.

Buying guide

Choose the tier that matches your current operating pressure.

Stay on Free when…

You are validating the workflow with a small client set
Three active clients are enough for your first monthly-bookkeeping or clean-up loop
You want to prove proposal, invoice, and kickoff continuity before upgrading

Upgrade to Pro when…

You need unlimited active clients across ongoing bookkeeping engagements
You want AI help for proposal drafting and kickoff next-step briefs
You are feeling friction from mixed billing, repeat proposals, or handoff rebuilds

The first outcomes you are buying

Faster proposal assembly
Commercial readiness is visible before work starts
Scope-to-task kickoff sync

Billing logic

Upgrade happens through Stripe checkout.

Owners and admins can launch checkout, Stripe confirms the subscription by webhook, and Pro access is activated after successful checkout and billing confirmation.

Create a workspace to begin setup Review bookkeeping features

FAQ

A factual answer before you commit.

Does this replace QuickBooks or Xero?

No. PactTailor runs the proposal-to-paid-to-kickoff layer around the ledger your firm already uses.