
Package · Pricing
Complete Books
Essentials plus your bills, payments, invoicing and collections handled for you.
What it covers
Essentials + follow-up on up to 50 missing receipts and bills (automated reminders plus human follow-up), 40 bills processed with approval routing, 4 payment batches (up to 40 payments), 25 invoices prepared and delivered, 40 customer payments applied and follow-up on 15 overdue accounts per month.
Not included
The reporting suite and quarterly CFO meeting (Reporting & Strategy add-on), cash forecasting, payroll and HR, IT, tax returns and historical cleanup.
The saving
$325 less than buying the parts one by one, 12% off at up to 100 transactions a month.
What’s Inside. 7 services.
One Package. Priced By Volume.
* A transaction is a bank or card line a person reviews. Lines your bank rules clear on their own don’t count. Each level includes 3, 5 or 8 bank and card accounts. We count from your bank feeds each month and talk with you before anything changes.