Simple monthly scope
Choose a standard plan by the number of bank and credit-card accounts in one company workspace. Complex structures are reviewed before setup.
Prices are per company workspace, per month and include review of flagged exceptions by the Simple Tax AI accounting team. Pricing preview: public currency and applicable taxes are still to be confirmed.
STANDARD BOOKKEEPING
For one company with a straightforward bank and credit-card structure.
MORE FINANCIAL ACCOUNTS
For one company with a broader bank and credit-card footprint.
COMPLEX SETUP
For structures that require setup beyond a standard account-count plan.
Not sure which plan applies?
A financial account is a bank or credit-card account connected to, or uploaded into, the company workspace.
For accounting firms
The $50 and $100 rates apply to each client company workspace. Multi-client implementation, custom permissions, migrations, and non-standard review workflows are scoped separately.
What the monthly plan covers
Each standard plan combines the Simple Tax AI workspace with accounting-team review of flagged exceptions. Cleanup, tax, advisory, and custom implementation remain outside the monthly scope.
Upload statements and supporting documents to the appropriate company workspace. Files remain available during review.
Prepare routine coding and related bookkeeping work using available transaction information and confirmed business context.
Keep new, unsupported, duplicate, unusual, or context-dependent activity visible for review rather than treating it as final.
The Simple Tax AI accounting team reviews flagged exceptions. A designated professional reviewer approves the proposed treatment and moves approved entries into the company books. Client questions remain open until the needed business context or evidence is supplied.
Monthly deliverables
Delivery timing and response expectations are confirmed during onboarding because they depend on when complete statements and client answers are received.
Routine statement activity prepared from available evidence and confirmed company context.
Unsupported, unusual, duplicate, owner-related, or context-dependent activity kept visible.
Flagged exceptions reviewed by the Simple Tax AI accounting team before approval.
Approved entries moved into the company books with relevant source support retained.
Quoted separately
These items require a review because their effort depends on history, entity structure, data quality, or reporting requirements.
Pricing questions
Yes. The standard monthly plan includes review of flagged exceptions by the Simple Tax AI accounting team. It does not include historical cleanup, tax preparation, assurance, or advisory services.
No. The standard price is organized around one company workspace and its number of bank and credit-card accounts.
A bank or credit-card account connected to, or uploaded into, the company workspace for bookkeeping.
No. Tax preparation, tax filing, tax advice, and assurance services are outside the standard AI Bookkeeping plan.
No. Catch-up and cleanup work is reviewed and quoted separately because the effort depends on the number of periods, account quality, and missing evidence.
Yes. A firm can assign the appropriate plan to each company workspace. Complex client structures receive a separate scope review.
The standard public rule is based on whether one company has up to five or more than five financial accounts. Unusually high transaction volume, specialized reporting, or non-standard support requirements may require a scope review before activation.
Support channels, document cutoffs, client-response expectations, and monthly delivery timing are stated in the order or engagement documents before activation.
A quote is required for multiple companies, consolidations, intercompany activity, custom dimensions, migrations, historical cleanup, or non-standard workflows.
Start with a defined scope