Service Level One

$350 - $500

Quarterly

With service level one you can expect retroactive categorization and posting of all transactions occurring during the previous quarter for each connected bank and credit card account, as well as reconciling each month of the quarter.

 

Level 1 Basic Services

  • Bank & Credit Card transaction Categorization/Posting for up to 5 connected accounts.
  • Monthly Reconciliiation

Add On Services