We have four plan options for Professional Advisers. Select the plan that is right for you and start your 30-day trial.

Not quite ready to sign-up yet? Take the tour.

Starter
per month, billed monthly
£29
+ VAT
.
1 CLIENT
Client Dashboard
Budget Planner (*Currently Xero and FreeAgent only)
Cash Short Predictor
Action Alerts
Mobile View
Auto Sync (Xero, FreeAgent and QuickBooks)
Up to 3 team members
Start Free Trial
Small
per month, billed monthly
£54
+ VAT
plus £27+VAT per extra client
2 CLIENTS + (Flex)
Client Dashboard
Budget Planner (*Currently Xero and FreeAgent only)
Cash Short Predictor
Action Alerts
Mobile View
Auto Sync (Xero, FreeAgent and QuickBooks)
Up to 10 team members
Start Free Trial
Medium
per month, billed monthly
£140
+ VAT
(£14 per client)
10 CLIENTS
Client Dashboard
Budget Planner (*Currently Xero and FreeAgent only)
Cash Short Predictor
Action Alerts
Mobile View
Auto Sync (Xero, FreeAgent and QuickBooks)
Unlimited team members
Start Free Trial
Large
per month, billed monthly
£200
+ VAT
(£10 per client)
20 CLIENTS
Client Dashboard
Budget Planner (*Currently Xero and FreeAgent only)
Cash Short Predictor
Action Alerts
Mobile View
Auto Sync (Xero, FreeAgent and QuickBooks)
Unlimited team members
Start Free Trial

 

If you need more than 20 clients, please contact us