Pay for exports, not for checks.
A statement counts once, when you export it, however many pages it has.
- 1 · CheckFreeDrop in statements and see each result. 50 checks a month in the browser.
- 2 · ReviewFreeReconciled, or doesn't reconcile with the check and amount named. Trace any row to the PDF.
- 3 · ExportCounts one statementExcel, CSV, QBO or IIF, with the certificate. Unsupported files never count.
Solo
1 userFor one bookkeeper- 60 statements a month
- 1 user
- Excel, CSV, QBO and IIF
- A certificate with every statement
Practice
3 usersFor a small practice- 300 statements a month
- 1,000 invoices and receipts a month
- 3 users
- Up to 50 files per run
- Everything in Solo
Firm
10 usersFor firms with many clients- 1,000 statements a month
- 5,000 invoices and receipts a month
- 10 users
- Everything in Practice
- Priority on new layout requests
You can still export it. It just can't pass for clean.
The status column comes first, the file name says so, and the certificate travels with it. QBO and IIF files need an explicit override.
Invented example files.
Compare plans
| Feature | Free | Solo | Practice | Firm |
|---|---|---|---|---|
| Statements a month | 50 checks | 60 | 300 | 1,000 |
| Invoices and receipts a month | 50 checks | — | 1,000 | 5,000 |
| Export (Excel, CSV, QBO, IIF) | — | Yes | Yes | Yes |
| Certificate PDF | View only | Yes | Yes | Yes |
| Users | 1 | 1 | 3 | 10 |
| Files per run | 5 | 12 | 50 | 50 |
| Windows app | — | Yearly billing | Yearly billing | Yearly billing |
| Priority on new layouts | — | — | — | Yes |
| Unsupported files | Never counted | Never counted | Never counted | Never counted |
Billing questions
What counts as a statement?
One account for one statement period, however many pages. A PDF holding three months is three statements. It counts when you export it, once; exporting it again is free.
Is checking really free?
Yes. Checking, reviewing and re-checking never use your export allowance. On the free plan you can check up to 50 statements a month in the browser and see every certificate. In the Windows app, checking is free and not capped.
What if a statement can't be read?
A file we can't read, or a layout we don't support, is never counted.
What happens at my monthly limit?
Checks keep working. Exports pause until your allowance renews, or until you add a top-up or change plan.
Do unused statements carry over?
Monthly allowances reset each period. Top-up statements last 60 days; a catch-up pack lasts 6 months.
Can I change plans?
Yes, at any time, from the billing page. The change takes effect straight away, and Paddle charges or credits the difference for the rest of the period.
Do you charge sales tax?
Prices are in CAD and exclude sales tax. Our reseller, Paddle, is the merchant of record: it takes payment, adds any GST/HST that applies at checkout, and issues your invoice.
Can I cancel? Is there a refund?
You can cancel at any time; your plan stays active until the end of the period you paid for. If you're not satisfied, you can ask for a full refund within 14 days of your first payment.
How does the Windows app count?
Your allowance travels in your licence. The app counts exports on your computer and sends the count when it connects. Offline, you can use the allowance you already have for up to 14 days.
Refunds: refund policy. Full terms: terms of service. The Windows app is billed yearly: download it here.