Pricing
Simple & transparent pricing
Start small and scale as you grow. No hidden fees or surprise contracts.
Pricing
Simple & transparent pricing
Start small and scale as you grow. No hidden fees or surprise contracts.
Starter
$7-$9
$139
$7-$9
$139
/month per client*
For smaller firms
What's included
Up to 50 clients
Up to 50 clients
All Bank Connections
All Bank Connections
Checking, savings, credit support
Checking, savings, credit support
PDF & CSV Exports
PDF & CSV Exports
Email Support
Email Support
Basic Plaid Integration
Most Popular
Growth
Starter
$5-$7
$199
$5-$7
$199
/month per client*
For medium firms
What's included
Between 50 and 200 clients
Between 50 and 200 clients
All Bank Connections
All Bank Connections
Checking, savings, credit cards & Investment Accounts
Checking, savings, credit cards & Investment Accounts
PDF & CSV Exports
PDF & CSV Exports
24/7 Email Support
24/7 Email Support
Batch Downloads
Batch Downloads
Custom Plaid integration
Custom Plaid integration
Enterprise
Custom Pricing
For large organizations
What's included
Unlimited Clients
Unlimited Clients
Custom API Access
Custom API Access
Checking, savings, credit cards & Investment Accounts
Checking, savings, credit cards & Investment Accounts
PDF & CSV Exports
PDF & CSV Exports
24/7 Email Support
24/7 Email Support
Batch Downloads
Batch Downloads
Custom Plaid Integration
Excel supported macros
Excel supported macros
Starter
$7-$9
$139
/month per client*
For smaller firms
What's included
Up to 50 clients
All Bank Connections
Checking, savings, credit support
PDF & CSV Exports
Email Support
Basic Plaid Integration
Most Popular
Starter
$5-$7
$199
/month per client*
For medium firms
What's included
Between 50 and 200 clients
All Bank Connections
Checking, savings, credit cards & Investment Accounts
PDF & CSV Exports
24/7 Email Support
Batch Downloads
Custom Plaid integration
Enterprise
Custom Pricing
For large organizations
What's included
Unlimited Clients
Custom API Access
Checking, savings, credit cards & Investment Accounts
PDF & CSV Exports
24/7 Email Support
Batch Downloads
Custom Plaid Integration
Excel supported macros
Pilot Program
Pilot Program
Start with a FREE guided onboarding
Start with a FREE guided onboarding
All firms begin with a free, guided onboarding to validate the workflow before rolling it out to their full client base. We help you onboard a small group of clients, configure statement schedules, and ensure everything runs smoothly.
Pilots typically start with 10–20 clients and run through one or two statement cycles.
Subheadline
Trials typically start with a handful of clients and run through one or two statement cycles.
All firms begin with a free, guided pilot to validate the workflow before rolling it out to their full client base. We help you onboard a small group of clients, configure statement schedules, and ensure everything runs smoothly.
Pilots typically start with 10–20 clients and run through one or two statement cycles.
Pilot Program
Pilot Program
Start with a Free
guided onboarding
Subheadline
All firms begin with a free, guided pilot to validate the workflow before rolling it out to their full client base. We help you onboard a small group of clients, configure statement schedules, and ensure everything runs smoothly.
Pilots typically start with 10–20 clients and run through one or two statement cycles.
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.
