Clear Pricing for Financial Clarity.
Stop guessing if it was a "good month" or a "bad month." Choose the plan that matches your current operational bandwidth and gain the roadmap to grow.
The Pathways Program
Software + Guided Bookkeeping
PILOT
For Startups & Solopreneurs
Connect Up to 2 Bank Accounts
Annual Revenue: Up to $500,000
Start PILOT Plan- Sureté Financial Platform Access
- Cash Basis Accounting
- Predefined Chart of Accounts
- Daily Transaction Sync
- Monthly Financial Reports
- Home & Auto Deduction Tracking
- In-App Technical & Bookkeeping Support
PLUS
For Growing Micro-Businesses
Connect Up to 3 Bank Accounts
Annual Revenue: Up to $750,000
Start PLUS Plan- Sureté Financial Platform Access
- Cash Basis Accounting
- Predefined Chart of Accounts
- Daily Transaction Sync
- Monthly Financial Reports
- Home & Auto Deduction Tracking
- In-App Technical & Bookkeeping Support
PROSPER
For Thriving Small Businesses
Connect Up to 4 Bank Accounts
Annual Revenue: Up to $1,000,000
Start PROSPER Plan- Sureté Financial Platform Access
- Cash Basis Accounting
- Predefined Chart of Accounts
- Daily Transaction Sync
- Monthly Financial Reports
- Home & Auto Deduction Tracking
- In-App Technical & Bookkeeping Support
Established & Scaling Businesses
Need Accrual accounting, advanced FP&A reporting, historical cleanups, or a dedicated account manager? We build custom, white-glove financial strategies for businesses driving over $1M in revenue.
- Custom Chart of Accounts
- Cash or Accrual Basis
- Unlimited Bank Accounts
- Dedicated Phone Support
Custom quoted based on operational complexity.
An Investment in Clarity
Viewing our services as a monthly cost is thinking like a bookkeeper. Viewing them as an investment in your future is thinking like a CEO.
No Wasted Spend
You only pay for the exact bandwidth you need. As your transaction volume grows, your plan scales with you.
Technology + Human Insight
You aren't just buying software. You are getting an AI-powered financial platform backed by human bookkeeping oversight.
A True Partnership
Our pricing reflects a deep, ongoing partnership. We're not just a vendor; we're your strategic guide to financial clarity.
