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Starter
For SMBFor small teams getting started with financial operations
Professional
For SMB · FirmFor growing firms that need AI-powered automation and multi-source connectivity
$39/mo · billed yearly
Enterprise
For FirmFor accounting firms and finance teams with advanced security and scale requirements
PE Firm
For PEBoard packs, covenant monitoring, VCP tracking, cross-portco benchmarks, LP reporting. For PE firms deploying CoLedger across their portfolio.
Trusted acrossPE operating partnersCAS firmsGrowing SMBs
Sections: platform limits, AI operating system, PE operating surfaces, integrations, governance.
| Feature | Starter Free for your first entity | Professional $99 / mo per company | Enterprise Custom | PE Firm Annual contract |
|---|---|---|---|---|
| Platform | ||||
| Companies / entities | 1 | 5 | Unlimited | Unlimited portcos |
| Integrations | 1 (CSV) | 3 | Unlimited | Unlimited |
| Transactions / month | 100 | 10,000 | Unlimited | Unlimited |
| Reports | Basic | Full + Export | Full + Export | Full + board-ready |
| AI operating system | ||||
| AI Categorization | No | Yes | Yes | Yes |
| Receipt OCR | No | Yes | Yes | Yes |
| Anomaly detection | No | Yes | Yes | Yes |
| Cash flow forecasting | No | Yes | Yes | Yes |
| Explainable evidence trails | No | Yes | Yes | Yes |
| PE operating surfaces | ||||
| Board-pack generation | No | No | Add-on | Included |
| Covenant tracking + alerts | No | No | No | Included |
| Value-creation plans | No | No | No | Included |
| LP reporting | No | No | No | Included |
| Cross-portco benchmarks | No | No | No | Included |
| Integrations | ||||
| QuickBooks Online | No | Yes | Yes | Yes |
| NetSuite | No | No | Yes | Yes |
| Sage Intacct | No | No | Yes | Yes |
| Governance | ||||
| Audit trail | Basic | Standard | Advanced | Advanced + immutable |
| Support | Priority email | Dedicated channel | Named CSM + SLA | |