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Starter
14-day free trial · No card required
Everything a UK SME owner needs to know what is safe to spend.
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- Connect unlimited UK bank accounts via Open Banking
- CSV upload for unsupported banks
- Automatic VAT detection from transactions
- Safe-to-Spend dashboard updated daily
- Friday SMS Safe-to-Spend alert
- Reserve account tracking
- Confidence engine — cash, VAT, and reserve
- Full calculation proof and audit trail
- Transaction categorisation
- Email support
- Cancel anytime
Professional
For growing SMEs that need integrations, imports, and faster support.
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- Everything in Starter
- Xero and QuickBooks sync
- Stripe and PayPal import
- Card transaction import
- Friday WhatsApp message
- Inbound WhatsApp queries
- Daily Safe-to-Spend updates
- Confidence history
- Multi-account support
- Priority email support
Accountant
For accountants managing multiple clients.
Be first to know
- Everything in Professional
- Up to 20 client organisations
- Partner dashboard
- Bulk CSV import
- Client-level overview
- Monthly VAT Cash Health Report
- Accountant referral commission (20%)
- Priority phone support
- Early access to new features
What's included
Compare plans at a glance
| Feature | Starter | Professional | Accountant |
|---|---|---|---|
| Core features | |||
| Open Banking sync (TrueLayer) | |||
| CSV upload | |||
| Automatic VAT detection | |||
| Safe-to-Spend dashboard | |||
| Friday Safe-to-Spend SMS | |||
| Reserve account tracking | |||
| Confidence Engine (Green/Yellow/Red) | |||
| Full proof and audit trail | |||
| Cancel anytime | |||
| Integrations | |||
| Xero sync | — | ||
| QuickBooks sync | — | ||
| Stripe import | — | ||
| PayPal import | — | ||
| Card transaction import | — | ||
| Delivery | |||
| Friday WhatsApp message | — | ||
| Inbound WhatsApp queries | — | ||
| Daily Safe-to-Spend updates | — | ||
| Reporting | |||
| Confidence history | — | ||
| VAT Cash Health Report | — | — | |
| Organisations | |||
| Client organisations | 1 | 1 | Up to 20 |
| Partner dashboard | — | — | |
| Bulk CSV import | — | — | |
| Client overview | — | — | |
| Accountant referral commission | — | — | 20% |
| Support | |||
| Email support | |||
| Priority support | — | ||
| Priority phone support | — | — | |
| Early access to new features | — | — | |
Core features
Open Banking sync (TrueLayer)
CSV upload
Automatic VAT detection
Safe-to-Spend dashboard
Friday Safe-to-Spend SMS
Reserve account tracking
Confidence Engine (Green/Yellow/Red)
Full proof and audit trail
Cancel anytime
Integrations
Xero sync
QuickBooks sync
Stripe import
PayPal import
Card transaction import
Delivery
Friday WhatsApp message
Inbound WhatsApp queries
Daily Safe-to-Spend updates
Reporting
Confidence history
VAT Cash Health Report
Organisations
Client organisations
Partner dashboard
Bulk CSV import
Client overview
Accountant referral commission
Support
Email support
Priority support
Priority phone support
Early access to new features
Frequently asked questions
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