Plans that scale with your business
Flexible pricing for CPA firms and end clients. Start automating your bookkeeping today.
For CPA Firms
CPA Starter Plan
30-Day Free Trial
Try Ledger Genie Risk-Free
Experience full platform access with no commitment
Up to 3 Clients
1,000 transactions Max
No credit card required for trial
Additional clients during trial: $20/client
CPA Partner (Monthly)
Best For: CPA firms starting automation
$
15
/ client / month
Transaction Fee: $0.25 per transaction
- No setup fee (waived)
- Cancel anytime
- Full platform access
- Review & approval before posting to QBO
CPA Partner (Annual)
Effective Monthly: $12.50 / month
$
150
/ client / year
Transaction Fee: $0.25 per transaction
- No setup fee (waived)
- Transaction fees billed based on actual usage
- Pay for 10 months, get 12
- Save 16.7% annually (Monthly Plan you pay $15/month = $180/year, in Annual plan you pay $150/year, save $30)
- Priority onboarding support
- Ideal for growing CPA firms
Volume Discounts: Managing 25+ clients?
We offer custom pricing, annual commitments, and white-label options.
For End Clients
End Client Pricing
One time setup Cost: $100
Starter
Monthly Fixed Fee
$
64
/month
- Fixed Platform Fee $15
- Monthly Transactions 1-100
- Transaction Based Price $49
Standard
Monthly Fixed Fee
$
265
/month
- Fixed Platform Fee $20
- Monthly Transactions 100-500
- Transaction Based Price $245
Growth
Monthly Fixed Fee
$
540
/month
- Fixed Platform Fee $50
- Monthly Transactions 500-1,000
- Transaction Based Price $490
Enterprise
+ $0.30 per transaction
$
75
/month
- Fixed Platform Fee $75
- Monthly Transactions 1,000+
- Transaction Based Price Discounted rate $0.30 per transaction
Billing Terms
Important information about payments and billing
Payment Method
All monthly fees will be collected via automatic debit (auto-debit) from the authorized payment method on file.
Credit Card Payments
Payments made via credit card will incur an additional 2.5% processing fee (Payment processing fees will apply based on payment method).
Billing Cycle
Invoices are issued on the 1st of each month (or applicable billing date), with auto-debit processed within 7 business days.
Disputes & Escalations
Any concerns or disputes related to an invoice must be submitted in writing within 5 calendar days of receipt of the invoice. Failure to raise an issue within this period will be deemed acceptance of the charges.
Late Payment
Failure to maintain an active payment method may result in service suspension until the account is brought current.
Ready to automate your bookkeeping?
Choose the perfect plan for your needs. Start with a free trial and upgrade as you grow.