Skip to main content

Plans & pricing

The right tools for the way you work.

Choose Individual, Pro, or PyME and try the tools included in your plan for 7 days. Prices are in USD.

Compare features
Save two months with annual billing
IndividualWorks on their own
$9/mo
Billed monthly

For one owner sending up to 50 invoices or estimates a month.

Start 7-day trialYour plan includes
  • Up to 50 invoices or estimates each month
  • Unlimited clients, services, products, and inventory
  • 5 reusable templates
  • Manual payments; ATH Móvil in Puerto Rico
ProFor day-to-day operations
$29/mo
Billed monthly

Connect your invoices, projects, time, and team in one place.

Start 7-day trialYour plan includes
  • Unlimited invoices, estimates, clients, and items
  • Tasks, projects, Notes, and time tracking on the web
  • Client forms and questionnaires on the web
  • Appointments, memberships, routes, and recurring work
  • Suppliers, purchase orders, and team roles
  • Documents and templates with 100 GB storage
Base plan includes the owner · Extra team members: $15/seat/mo
PyMENeeds deeper control
$99/mo
Billed monthly

Build on Pro with deeper reporting, email delivery, and more storage.

Start 7-day trialYour plan includes
  • Everything in Pro
  • 500 invoice and receipt emails each month
  • 250 report PDFs a month with one year of history
  • Accountant-ready reports and regional exports where available
  • Documents and templates with 300 GB storage
  • Priority setup and support
Base plan includes the owner · Extra team members: $20/seat/mo

Eligible new accounts can try their selected Individual, Pro, or PyME plan for 7 days. Choose a plan and add a card at the final setup step. The trial starts after Checkout is completed. Your selected plan renews at the displayed price when the trial ends unless you cancel beforehand. One trial is available per verified email. Existing trials keep their original end date and access.

Plan comparison

Compare features

Check the details that matter to your business. Individual keeps one owner organized, Pro connects daily operations, and PyME adds deeper reporting and control.

Open a category to compare each feature across all three plans.

Plan comparisonA quick check of what each plan includes.Individual$9/moStart 7-day trialRecommendedPro$29/moStart 7-day trialPyME$99/moStart 7-day trial
Pricing
Monthly baseIndividual$9/moPro$29/moPyME$99/mo
Annual baseIndividual$90/yr ($7.50/mo equivalent)Pro$290/yr ($24.17/mo equivalent)PyME$990/yr ($82.50/mo equivalent)
TrialIndividual7-day trial of IndividualPro7-day trial of ProPyME7-day trial of PyME
Everyday work
Invoices and estimatesIndividual50/monthProUnlimitedPyMEUnlimited
People on your teamIndividualOwner onlyPro5 clear rolesPyME5 clear roles
ClientsIndividualUnlimitedProUnlimitedPyMEUnlimited
Services, products, and materialsIndividualUnlimitedProUnlimitedPyMEUnlimited
Reusable templatesIndividual5ProUnlimitedPyMEUnlimited
Client forms and questionnaires (web)Individual—ProPyME
Tasks, assignments, and subtasks (web)Individual—ProPyME
Projects with linked Notes (web)Individual—ProPyME
Time tracking and billable hours (web)Individual—ProPyME
Private and team Notes (web)Individual—ProPyME
Documents and document templatesIndividual—ProPyME
Document storage across your workspacesIndividual—Pro100 GBPyME300 GB
Business details on invoicesIndividualProPyME
Remove the FacturaOS footer from invoicesIndividual—ProPyME
PDFs and shareable invoice summariesIndividualProPyME
Email invoices and receiptsIndividual—Pro—PyME500/month
Client photos, notes, and saved locationsIndividualProPyME
Mobile and tablet accessIndividualProPyME
Search clients and invoicesIndividualProPyME
Clear plan limitsIndividualProPyME
Payments
Manual payment trackingIndividualProPyME
ATH Móvil handle or phone on Puerto Rico invoicesIndividualProPyME
Accept card payments onlineIndividual—ProPyME
Provider-confirmed online payment marks the invoice paid and locks manual reopeningIndividual—ProPyME
Team
Extra team membersIndividual—Pro$15/seat/mo or $150/seat/yrPyME$20/seat/mo or $200/seat/yr
Team accessIndividualOwner onlyProOwner · Admin · Accountant · Manager · StaffPyMEOwner · Admin · Accountant · Manager · Staff
Operations
Materials and inventoryIndividualSimple listProTrack materialsPyMEMore history
Calendar and appointmentsIndividual—ProPyME
MembershipsIndividual—ProPyME
Suppliers and purchase ordersIndividual—ProPyME
Recurring or split invoicesIndividual—ProPyME
Saved stops and directionsIndividual—ProPyME
Route planningIndividual—ProPyME
Job photos and notesIndividualProPyME
Service areasIndividualProPyME
Reports
Standard revenue and invoice reportsIndividualSimple viewProPyME
Project health, activity, and time billing reports (web)Individual—ProPyME
Saved report PDFsIndividual3 PDFs/monthPro50 PDFs/monthPyME250 PDFs/month
Invoices per saved reportIndividualUp to 500 invoicesProUp to 2,500 invoicesPyMEUp to 5,000 invoices
Saved report historyIndividual30 daysPro180 daysPyME1 year
Download client and invoice listsIndividualSimple exportProPyME
Business logo on reportsIndividualProPyME
Regional tax and license exports where availableIndividual—Pro—PyME
Professional license details where availableIndividual—ProLicense detailsPyMELicense details
Accountant-ready reportsIndividual—Pro—PyME
Change history and controlsIndividual—Pro—PyME
Support
Help HubIndividualProPyME
Support requestsIndividual1/dayProPyME
Email supportIndividual—ProPyME
Setup helpIndividual—ProSelf-servePyMEPriority setup
Priority supportIndividual—Pro—PyME
Pricing

Monthly base

Individual
$9/mo
Pro
$29/mo
PyME
$99/mo

Annual base

Individual
$90/yr ($7.50/mo equivalent)
Pro
$290/yr ($24.17/mo equivalent)
PyME
$990/yr ($82.50/mo equivalent)

Trial

Individual
7-day trial of Individual
Pro
7-day trial of Pro
PyME
7-day trial of PyME
Everyday work

Invoices and estimates

Individual
50/month
Pro
Unlimited
PyME
Unlimited

People on your team

Individual
Owner only
Pro
5 clear roles
PyME
5 clear roles

Clients

Individual
Unlimited
Pro
Unlimited
PyME
Unlimited

Services, products, and materials

Individual
Unlimited
Pro
Unlimited
PyME
Unlimited

Reusable templates

Individual
5
Pro
Unlimited
PyME
Unlimited

Client forms and questionnaires (web)

Individual
—
Pro
PyME

Tasks, assignments, and subtasks (web)

Individual
—
Pro
PyME

Projects with linked Notes (web)

Individual
—
Pro
PyME

Time tracking and billable hours (web)

Individual
—
Pro
PyME

Private and team Notes (web)

Individual
—
Pro
PyME

Documents and document templates

Individual
—
Pro
PyME

Document storage across your workspaces

Individual
—
Pro
100 GB
PyME
300 GB

Business details on invoices

Individual
Pro
PyME

Remove the FacturaOS footer from invoices

Individual
—
Pro
PyME

PDFs and shareable invoice summaries

Individual
Pro
PyME

Email invoices and receipts

Individual
—
Pro
—
PyME
500/month

Client photos, notes, and saved locations

Individual
Pro
PyME

Mobile and tablet access

Individual
Pro
PyME

Search clients and invoices

Individual
Pro
PyME

Clear plan limits

Individual
Pro
PyME
Payments

Manual payment tracking

Individual
Pro
PyME

ATH Móvil handle or phone on Puerto Rico invoices

Individual
Pro
PyME

Accept card payments online

Individual
—
Pro
PyME

Provider-confirmed online payment marks the invoice paid and locks manual reopening

Individual
—
Pro
PyME
Team

Extra team members

Individual
—
Pro
$15/seat/mo or $150/seat/yr
PyME
$20/seat/mo or $200/seat/yr

Team access

Individual
Owner only
Pro
Owner · Admin · Accountant · Manager · Staff
PyME
Owner · Admin · Accountant · Manager · Staff
Operations

Materials and inventory

Individual
Simple list
Pro
Track materials
PyME
More history

Calendar and appointments

Individual
—
Pro
PyME

Memberships

Individual
—
Pro
PyME

Suppliers and purchase orders

Individual
—
Pro
PyME

Recurring or split invoices

Individual
—
Pro
PyME

Saved stops and directions

Individual
—
Pro
PyME

Route planning

Individual
—
Pro
PyME

Job photos and notes

Individual
Pro
PyME

Service areas

Individual
Pro
PyME
Reports

Standard revenue and invoice reports

Individual
Simple view
Pro
PyME

Project health, activity, and time billing reports (web)

Individual
—
Pro
PyME

Saved report PDFs

Individual
3 PDFs/month
Pro
50 PDFs/month
PyME
250 PDFs/month

Invoices per saved report

Individual
Up to 500 invoices
Pro
Up to 2,500 invoices
PyME
Up to 5,000 invoices

Saved report history

Individual
30 days
Pro
180 days
PyME
1 year

Download client and invoice lists

Individual
Simple export
Pro
PyME

Business logo on reports

Individual
Pro
PyME

Regional tax and license exports where available

Individual
—
Pro
—
PyME

Professional license details where available

Individual
—
Pro
License details
PyME
License details

Accountant-ready reports

Individual
—
Pro
—
PyME

Change history and controls

Individual
—
Pro
—
PyME
Support

Help Hub

Individual
Pro
PyME

Support requests

Individual
1/day
Pro
PyME

Email support

Individual
—
Pro
PyME

Setup help

Individual
—
Pro
Self-serve
PyME
Priority setup

Priority support

Individual
—
Pro
—
PyME

Online card payments are optional on Pro and PyME. Stripe shows the current processing fees before activation; rates can vary by card, country, and currency. Cash, checks, and other manual payments do not add card-processing fees. ATH Móvil is a Puerto Rico payment option.

Regional invoice formats and tax or license exports are available only where listed. They help organize records but are not legal, tax, accounting, or regulatory advice.

Back to plans
Schools and programs

For teams helping people, classes, and programs stay organized.

Keep families, clients, sessions, payments, and follow-up clear without building a system from scratch.

  • Classes and groups
  • Easy billing conversations
  • Setup with a real person
Contact sales

Start today

Try it with your next invoice.

Try your selected plan for 7 days. Add a card at the final setup step; cancel before the trial ends to avoid the renewal charge.

For eligible new accountsCard at final setup stepCancel before renewal