Pricing
Every plan is the whole product.
Pick a size, not a feature list. Even Margin AI, rules, reports and analytics come with every plan. What changes is how many banks and people you bring, and Pro adds priority support.
Want a walkthrough before you choose? Book a demo
Books that keep themselves
Starter
For an owner doing their own books who wants them right without thinking about it every week.
14-day free trial, then renews monthly until you cancel. Plus sales tax where applicable.
- 2 connected banks
- Include any accounts you choose at each bank: checking, savings & cards
- 2 people
- Every feature included. Nothing is held back for bigger plans.
You will sign in first, then enter payment details in Stripe Checkout.
Room for more banks and people
Growth
For a business spread across more banks, with more people helping keep the books.
14-day free trial, then renews monthly until you cancel. Plus sales tax where applicable.
- 8 connected banks
- Include any accounts you choose at each bank: checking, savings & cards
- 8 people
- Every feature included. Nothing is held back for bigger plans.
You will sign in first, then enter payment details in Stripe Checkout.
Built for volume
Pro
For businesses running more accounts, more people, and a heavier close every month.
14-day free trial, then renews monthly until you cancel. Plus sales tax where applicable.
- 25 connected banks
- Include any accounts you choose at each bank: checking, savings & cards
- 25 people
- Every feature included. Nothing is held back for bigger plans.
- Priority support
You will sign in first, then enter payment details in Stripe Checkout.
Included in every plan
The plans differ only by how much you connect. Every plan does everything.
- Live bank sync, plus CSV import for anything older
- Even Margin AI names the merchant and picks the category
- Every category says how sure we are, and why
- Rules: set it once and it holds
- Profit & Loss and Cash Flow statements
- Analytics: spending trends, software by what it does, how long your cash lasts
- Review queue for whatever we could not file with confidence
- Your books checked against your bank, up to a date we name
- Close a month, lock it, and keep a record you can hand over
- Split one charge across several categories
- Duplicate detection before it reaches your reports
- Export everything: transactions, categories, rules and statements
- Human support on every plan
A bank connection is one bank login, and you choose which of its accounts to bring in: one, several, or all of them, across checking, savings and credit cards. Connect Chase once and pull in every account you want, not just a single card.
Plans renew automatically each month until you cancel. Cancel any time. See our Terms.
What you are paying for
The reading, not the spreadsheet
Anything can list your transactions. The work is turning what your bank sends into a name you recognize, and that name into the right line of your profit and loss, then being honest about the ones we could not settle.
Live from Even Margin
Even MarginWhat your bank sends
ANTHROPIC* CLAUDE SUB 4085551234 CA
Written for a payment network, not for you.
What you see
Matched a curated merchant. Applied without asking.
Reads the vendor on the left of the star, drops the rest
- 3
- confidence levels, on every category
- 59
- categories, already set up
- 21
- software functions, by what a tool is for
How it stays honest
It tells you what it is sure about
Confidence comes with every plan. The level and the reason ride along with every category, so you can trust your books at any price.
- HIGH
Categorized, no question asked
A known merchant matched cleanly. It goes straight into your books, with nothing for you to do.
- MEDIUM
Categorized, worth a glance
Based on real evidence about this exact transaction. It waits in your review queue for a quick confirm.
- LOW
A suggestion, clearly labeled
Based on a general pattern rather than a specific match, and labeled that way so you know where it came from.
Questions
The things people ask before they sign up
Can one bank connection bring in several accounts?
Yes. A connection is a single bank login, and you choose which of its accounts to bring in: one, several, or all of them, across checking, savings and credit cards. Connect Chase once and bring in every account you want.
How good is the categorization, really?
Good enough that most weeks you are confirming rather than sorting. Every category carries a confidence level and a reason, so you can see exactly what we matched on, and anything below high confidence waits in your review queue for a quick look.
Can I change a category Even Margin picked?
Yes, and your choice sticks: a category you set always outranks an automatic one. Turn your change into a rule and it applies to every matching transaction from then on, and to the ones already in your books if you want.
Which features come with which plan?
All of them, on every plan: rules, statements, analytics, the review queue and exports. Plans differ by how many connected banks and people they include, and Pro adds priority support.
Can I change plans later?
Yes. Upgrade or downgrade any time from the billing portal, which opens from "Manage billing" in the sidebar. Your limits move with the plan straight away.
Is my financial data secure?
Your bank login goes to Plaid and stays with your bank, and our access is read-only, so your money stays exactly where it is. Your data is encrypted on the way to us and while we hold it, and the bank access token is encrypted again under a key of its own. Read the security page.
Which banks do you support?
We connect through Plaid, which covers thousands of banks and credit unions across the US, including every major institution. You can check for yours during signup, before you pay anything.
What if I want to leave?
Cancel from the billing portal whenever you like, and export everything first: transactions, categories, rules and statements, all formats in one download. We would rather you leave with your books than be kept by the cost of rebuilding them.