Pricing
Pricing
Simple pricing. Built to scale
Simple pricing.
Built to scale
All firms start with a guided pilot. No contracts. Billed monthly.
Start small and scale as you grow. no hidden fees or surprise contracts.
Built to automate statement collection across your entire firm.
Built to automate statement collection across your entire firm.
ONBOARDING MODEL
Guided Pilot
60 days
60 Days
$199
Full access included
Up to 20 bank connections
Up to 20 bank connections
Full Platform Access
Full Platform Access
Guided onboarding support
Guided onboarding support
PLATFORM MODEL
USAGE BASED
Volume Pricing
$8
$8
$199
per connected bank per month
1-50 — $8 each
51-100 — $7 each
100+ — Custom Pricing
Each client bank account = 1 connection.
U.S. ONLY
Original Bank PDFs
+$2
+$2
$199
per eligible U.S. bank connection
Original bank-issued PDF files
Retrieved automatically where supported
Retrieved automatically where supported
Only eligible U.S. institutions billed
Only eligible U.S. institutions billed
ONBOARDING MODEL
Guided Pilot
60 days
$199
Full access included
Up to 20 bank connections
Full Platform Access
Guided onboarding support
PLATFORM MODEL
USAGE BASED
Starter
$8
$199
per connected bank per month
1-50 — $8 each
51-100 — $7 each
100+ — Custom Pricing
Each client bank account = 1 connection.
U.S. ONLY
Original Bank PDFs
+$2
$199
per eligible U.S. bank connection
Original bank-issued PDF files
Retrieved automatically where supported
Only eligible U.S. institutions billed
Core pricing is based on total connected client banks. No per-account fees. Unlimited accounts per institution.
Core pricing is based on total connected client banks. No per-account fees. Unlimited accounts per institution.
What's Included
What's Included
What's Included
Standardized monthly statements (1st-last)
Unlimited accounts per institution
Up to 24-month backfill
PDF & CSV Exports
24/7 Email Support
Secure Team Access
Standardized monthly statements (1st-last)
Standardized monthly statements (1st-last)
Up to 24-month backfill
Unlimited accounts per institution
24/7 Email Support
Up to 24-month backfill
Unlimited accounts per institution
PDF & CSV Exports
PDF & CSV Exports
24/7 Email Support
Secure Team Access
Secure Team Access
FAQ
Frequently Asked Questions
FAQ
Frequently Asked Questions
FAQ
Frequently Asked Questions
We're Here to Help
We're Here to Help
Questions about pricing, or onboarding? Our team is happy to help.
Questions about pricing, or onboarding? Our team is happy to help.
How does billing work and when does it start?
Billing is based on the number of connected client accounts in your workspace. You’re billed monthly, and charges automatically adjust as clients are added or removed. Your billing begins after your 60-day free trial ends. During the trial, you’ll have full access to the platform with no charges.
How does prorated billing work?
If you add a new client mid-month, you are charged only for the remaining days of that billing period.
What counts as a “connected client”?
Any client with at least one active bank connection in EasyBankStatements.
What happens if a client disconnects their account?
They immediately stop being billable and will not appear on next month’s invoice.
Are there long-term commitments or hidden fees?
No. All plans are billed monthly with no contracts, no setup fees, and no cancellation fees.
Do all plans include all bank connections and file formats?
Yes; every plan includes all supported banks, CSV and PDF exports, and full automation features.
Do you offer discounts for large firms?
Yes. Volume pricing and custom plans are available through our Enterprise tier.
How does billing work and when does it start?
Billing is based on the number of connected client accounts in your workspace. You’re billed monthly, and charges automatically adjust as clients are added or removed. Your billing begins after your 60-day free trial ends. During the trial, you’ll have full access to the platform with no charges.
How does prorated billing work?
If you add a new client mid-month, you are charged only for the remaining days of that billing period.
What counts as a “connected client”?
Any client with at least one active bank connection in EasyBankStatements.
What happens if a client disconnects their account?
They immediately stop being billable and will not appear on next month’s invoice.
Are there long-term commitments or hidden fees?
No. All plans are billed monthly with no contracts, no setup fees, and no cancellation fees.
Do all plans include all bank connections and file formats?
Yes; every plan includes all supported banks, CSV and PDF exports, and full automation features.
Do you offer discounts for large firms?
Yes. Volume pricing and custom plans are available through our Enterprise tier.
How does billing work and when does it start?
Billing is based on the number of connected client accounts in your workspace. You’re billed monthly, and charges automatically adjust as clients are added or removed. Your billing begins after your 60-day free trial ends. During the trial, you’ll have full access to the platform with no charges.
How does prorated billing work?
If you add a new client mid-month, you are charged only for the remaining days of that billing period.
What counts as a “connected client”?
Any client with at least one active bank connection in EasyBankStatements.
What happens if a client disconnects their account?
They immediately stop being billable and will not appear on next month’s invoice.
Are there long-term commitments or hidden fees?
No. All plans are billed monthly with no contracts, no setup fees, and no cancellation fees.
Do all plans include all bank connections and file formats?
Yes; every plan includes all supported banks, CSV and PDF exports, and full automation features.
Do you offer discounts for large firms?
Yes. Volume pricing and custom plans are available through our Enterprise tier.
