Pricing
Priced per firm, sized by client companies
Pick a plan by how many client companies your firm closes each month. All plans are billed monthly.
Starter
For small firms: up to 10 client companies, with matching, draft entries, invoicing and export.
$99per month
Billed monthly after the pilot
Start a pilot with StarterWhat's included
- Up to 10 client companies
- Audit trail
- Recommended
Firm
For firms with a team: up to 40 client companies, plus rules, client requests, close packs, roles and approvals, bills and client staff logins.
$249per month
Billed monthly after the pilot
Start a pilot with FirmEverything in Starter, plus:
- Up to 40 client companies
- Rules that learn from approvals
- Firm dashboard with owners
- Client requests
- Close packs and partner sign-off
- Roles and second approval
- Bills and expense capture
- Recurring invoices and reminders
- Logins for client staff
Scale
For larger firms: everything in Firm above 40 client companies, at $5 a month for each extra client, with priority onboarding and API access.
$249per month
Billed monthly after the pilot
+$5 a month for each client company over 40
Start a pilot with ScaleEverything in Firm, plus:
- 40 client companies included
- 10 API keys
- Priority onboarding
- API access
- Webhooks
Every new firm starts with a 60-day pilot. Cancel during the pilot and you pay nothing.
Prices in USD. Taxes may apply depending on your location.
In every plan
- Every ledger connection as it ships
- Bank sync and statement upload
- Auto-matching and auto-clear
- Draft journal entries
- Audit trail and CSV export
- Close checklist
- Invoices, quotes and credit notes
- Two-way sync of company documents with the ledger
- Exports to PDF, CSV, Excel, UBL, Factur-X and FEC
How client pricing works
Plans are priced per firm and sized by client companies, not by users. A client company is one business whose books your firm keeps in SureMonth, connected to its own ledger.
Example: 55 client companies on Scale cost $249 plus 15 × $5, so $324 a month.
Compare plans
| Feature | Starter | Firm | Scale |
|---|---|---|---|
| Client companies | 10 | 40 | 40, then $5 each |
| API keys | — | — | 10 |
| Audit trail | Included | Included | Included |
| Rules that learn from approvals | Not included | Included | Included |
| Firm dashboard with owners | Not included | Included | Included |
| Client requests | Not included | Included | Included |
| Close packs and partner sign-off | Not included | Included | Included |
| Roles and second approval | Not included | Included | Included |
| Bills and expense capture | Not included | Included | Included |
| Recurring invoices and reminders | Not included | Included | Included |
| Logins for client staff | Not included | Included | Included |
| Priority onboarding | Not included | Not included | Included |
| API access | Not included | Not included | Included |
| Webhooks | Not included | Not included | Included |
Not sure which plan fits?
Tell us how many client companies you close each month and which ledgers they use. We'll suggest a plan and help you set up the pilot.
Billing questions
How does the 60-day pilot work?
Every new firm starts with a 60-day pilot. Connect some client companies and run a real month-end close. If you cancel during the pilot, you pay nothing.
What happens when the pilot ends?
You're billed monthly for the plan you chose. If no plan is active when the pilot ends, your firm's workspace becomes read only and your data stays readable.
What if we have more than 40 client companies?
Choose Scale. It costs $249 a month for the first 40 client companies, plus $5 a month for each one above that.
Can we change plans later?
Yes. Move up or down from your billing settings. The change applies from your next invoice.
Is there yearly billing?
Not yet. All plans are billed monthly.
How can we pay?
We accept major credit and debit cards and other local payment methods through our payment provider, which also issues invoices and handles taxes.