Pricing

Pricing depends on transaction volume, number of accounts, and how far behind the books are. Below are simple reference plans. For an exact quote, contact BooksNest and we’ll recommend the right level for your business.

Starter

For small businesses with light monthly activity.

Monthly reconciliations
Transaction categorization
Monthly P&L + Balance Sheet
Basic AP/AR tracking
Email support

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Growth

For teams who want more process + reporting.

Everything in Starter
Cash Flow report
Monthly review call
Invoice and bill workflow support
Exception list for approvals

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Premium

For higher activity and deeper insight needs.

Everything in Growth
Management reporting
Budget support
Process documentation
Priority support

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Cleanup & Catch-Up Projects

If your books are behind, we can bring them current and correct. Cleanup projects may include historical reconciliations, category corrections, duplicate transactions, and account structure improvements.

After cleanup, we recommend moving to a monthly plan to maintain consistency.

What affects pricing?

Monthly transaction volume and number of bank/credit accounts
How far behind the books are (catch-up months)
Complexity: sales tax, multi-currency, inventory, projects/classes
AP/AR workflows and reporting requirements
Software setup needs and integrations

Get a Custom Quote See Services