Insight Lite
Perfect for getting started — no card required.
$ 0
Start Free — No Credit Card /mo
- Basic bookkeeping (up to 150 txns/mo)
- P&L statement
- Cash flow overview
- BizForma: 1 business setup
- 1 user
Pricing
Choose the level of visibility you need.
Start lean, then unlock deeper reporting and app access as your business complexity increases.
Pricing
Simple, Transparent Pricing
Start free. Scale when you're ready. No hidden fees.
Most Popular
Insight Standard
Everything growing businesses need to run lean and smart.
$ 49
Start Standard — $49/mo /mo billed monthly
- Full bookkeeping (unlimited txns)
- Bank sync (Plaid)
- Payroll (up to 5 employees)
- AI CFO insights
- Financial reports + export
- Scout CRM (50 leads)
- 3 users
Insight Pro
The full operating system for high-velocity operators.
$ 129
Start Pro — $129/mo /mo billed monthly
- Everything in Standard
- Unlimited employees + payroll runs
- PBX phone system (10 extensions)
- Advanced AI forecasting
- Scout CRM (unlimited)
- White-label reports
- API access
- Priority support
- Unlimited users
Add-Ons — available on any plan
PBX Add-OnAdd a cloud phone system to any plan
$29/mo Payroll Extra EmployeesPer additional employee beyond plan limit
$6/mo White LabelFully branded reports and dashboards
$199/mo Report BuilderCustom report templates and exports
$19/mo BizForma Extra FilingsAdditional business formation filings
$49/mo Website ServicesManaged landing page + hosting
$79/mo Can I switch plans at any time?
Yes — upgrade or downgrade instantly from your dashboard. Charges are prorated.
Is there a free trial?
Insight Lite is permanently free. Paid plans include a 14-day trial, no card required.
How does multi-tenant isolation work?
Each organization gets its own isolated database on Cloudflare's global edge — no shared schemas.