Plans that scale with your business
Flexible pricing for CPA firms and end clients. Start automating your bookkeeping today.
Cash Basis Only
CPA Starter Plan
Get Started with LedgerGenie
Experience full platform access with no commitment
- Up to 3 Clients
- 1,000 transactions Max
- Additional clients during trial: $20/client
CPA Partner (Monthly)
Best For: CPA firms starting automation
- No setup fee (waived)
- Cancel anytime
- Full platform access
- Review & approval before posting to QBO
CPA Partner (Annual)
Effective Monthly: $12.50 / month
- 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.
End Client Pricing
Start now and get Any 1 Quarter of Transactions FREE as part of our special offer.
Starter
Monthly Fixed Fee
- Fixed Platform Fee: $15 /entity/month
- Monthly Transactions Up to 100
- Transaction Based Price: $0.49 /transaction
Standard
Monthly Fixed Fee
- Fixed Platform Fee: $20 /entity/month
- Monthly Transactions 100-500
- Transaction Based Price: $0.49 /transaction
Growth
Monthly Fixed Fee
- Fixed Platform Fee: $50 /entity/month
- Monthly Transactions 500-1,000
- Transaction Based Price: $0.49 /transaction
Enterprise
+ $0.30 per transaction
- Fixed Platform Fee: $75 /entity/month
- Monthly Transactions 1,000+
- Transaction Based Price Discounted rate $0.30 /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.