From reconciliation to intelligent auto-coding to financial insights — all in one platform. Choose a plan that grows with you.
Simple monthly credit limits • Unlimited datasets/imports
For freelancers and small businesses
2,000 credits/month
For accountants and growing practices
15,000 credits/month
For accounting/bookkeeping firms • Pooled credits • Unlimited datasets
For starting practices
40,000 credits/mo pooled
For high-throughput teams
100,000 credits/mo pooled
For large or regulated practices
300,000 credits/mo pooled
Give your clients direct access to the IQ Suite under your practice umbrella. Each client gets their own premium account with full platform access — managed entirely from your dashboard.
Day-one value
Onboard new clients with instant access to powerful financial tools
Tech-forward positioning
Differentiate your practice with cutting-edge automation
Completely free
No cost to you or your client — each gets 1,250 credits/month included
Full control
Manage access, monitor usage, and revoke anytime
Accounts scale with your plan:
250 → 2,500 → 20,000
CodeIQ AutoPost included from Business Growth and all Practice plans • Annual billing saves 15%
Choose monthly or save 15% with annual billing. Credits are pooled within your plan; if you exceed your limit, simple overage rates apply with no hard stops.
Any individual bank/ledger transaction processed by ReconcileIQ and/or CodeIQ. Internal steps, retries, and test runs do not count.
Yes — upgrade or downgrade anytime. Plan changes prorate automatically and take effect immediately.
We use bank-grade encryption, OAuth for integrations, and apply the strictest GDPR standards. SOC 2 journey in progress.
Yes — contact us for nonprofit and education pricing.
Start your 14-day free trial. No credit card required.
