Plans

Choose your billing coverage

Every plan includes the reconciliation workspace, AI-assisted review guidance, compared-item tracking, and 30 days of billing history. Pick the coverage tier that matches the number of active items you reconcile.

+ applicable taxes

Core
$129/mo

+ applicable taxes

Best for ~50 active clients.

Billing coverage125
Active clients~50 active clients
Historical Reporting+$19/mo
Core highlights
Reconciliation workspace
Microsoft 365 included
AI-assisted review guidance
Popular
Team
$249/mo

+ applicable taxes

Best for ~75-175 active clients.

Billing coverage400
Active clients~75-175 active clients
Historical Reporting+$39/mo
Core highlights
Reconciliation workspace
Microsoft 365 included
AI-assisted review guidance
Business
$399/mo

+ applicable taxes

Best for ~200-400 active clients.

Billing coverage1,000
Active clients~200-400 active clients
Historical Reporting+$59/mo
Core highlights
Reconciliation workspace
Microsoft 365 included
AI-assisted review guidance
Enterprise
$649/mo

+ applicable taxes

Best for ~500-900+ active clients.

Billing coverage2,500
Active clients~500-900+ active clients
Historical Reporting+$99/mo
Core highlights
Reconciliation workspace
Microsoft 365 included
AI-assisted review guidance

Included in every plan

Core reconciliation capabilities stay consistent as coverage grows.

All connected clients stay visible
PSA billing review workflow
Mismatch, device, and license review
Client mapping and company guidance
30 days of recent billing history
Unlimited admins and viewers
Scheduled syncs and discrepancy notifications
Custom

Need more than 2,500 coverage items?

Get custom pricing for larger MSPs, multi-org workflows, and higher-volume reconciliation. Public plans cover up to 2,500 coverage items and approximately 300-600 active clients.

Book a Demo

Optional add-on

Historical Reporting

Every plan includes 30 days of recent billing history. Add up to 24 months of snapshots, period comparisons, and exportable reports when your team needs a longer view.

Review billing history over time

Compare prior periods, review historical client and service snapshots, and export reports for internal review or client discussions.

Extends included 30-day history to up to 24 months
Month-over-month comparisons
Historical client and service snapshots
Exportable historical reports
Add-on price
From$19/mo

Pricing scales with your selected plan.

Add-on pricing starts at $19 and scales with your selected coverage tier.
Coverage estimator
Estimate a plan from your client count and average recurring items. Final usage can vary by setup.

Billed yearly. Includes ~2 months free.

1–2,000

Use the client count your team actively reviews for billing.

1–12

Count the main recurring services, products, or license groups you reconcile.

Approximate the recurring items you reconcile.

4 per client
Estimated usage
300 coverage items/mo
75 × 4
Recommended plan
Team

Includes 400 coverage items/month, best for ~75-175 active clients.

Base plan
$249/mo
Historical Reporting
Not selected
Estimated total
$249/mo

Recommended: Team at $249/mo. Estimated remaining coverage: 100. All connected clients remain visible.

Estimates are a planning aid. Actual usage can vary by how your billing and integrations are set up.

FAQ

Frequently asked questions

Short answers about billing coverage, AI-assisted guidance, Microsoft 365, Historical Reporting, custom plans, and launch billing.

More questions? Contact us.

Ready to reconcile with confidence?

Compare billed quantities against source-of-truth counts and catch discrepancies before invoices go out.