Simple Pricing

Like everything else about us, our pricing is drop-dead simple.
No set up fees. No minimum terms. No gimmicks.

RECATEGORIZE

FREE

Automate resolving uncategorized transactions

Features:

Two-way integration to QuickBooks
Mobile apps for you and your clients
Unlimited clients

Only one user allowed.

Get Started Now

STANDARD

$49

per user
per month

Complete Work Management and Client Collaboration

Includes everything in Free, plus:

Manage Workflow (Jobs)
Templates
Dashboards
Time Tracking
Client notes
Some of our AI features

Only users in your firm count as paid users.‍
‍Invite unlimited clients for free.

Start Free Trial

PREMIUM

$69

per user
per month

All our amazing Advanced features

Includes everything in Standard, plus:

Email sync and management
Triage Email into action items
Magic Email Replies
Magic Email thread summaries
Zapier Integration
Branded Login
All of our AI features

Only users in your firm count as paid users.‍
‍Invite unlimited clients for free.

Start Free Trial

RECATEGORIZE

FREE

Automate resolving uncategorized transactions

Features:

Two-way integration to QuickBooks
Mobile apps for you and your clients
Unlimited clients

Only one user allowed.

Get Started Now

STANDARD

$59

per user
per month

Complete Work Management and Client Collaboration

Includes everything in Free, plus:

Manage Workflow (Jobs)
Templates
Dashboards
Time Tracking
Client notes
Some of our AI features

Only users in your firm count as paid users.‍
‍Invite unlimited clients for free.

Start Free Trial

PREMIUM

$79

per user
per month

All our amazing Advanced features

Includes everything in Standard, plus:

Email management
Magic Email
Instant Client Meetings
Magic Meetings
Zapier Integration
Branded Login
All of our AI features

Only users in your firm count as paid users.‍
‍Invite unlimited clients for free.

Start Free Trial

Compare our plans

Billing frequency

Recategorize

Free

Get Started Now

Standard

$49 user/mo billed annually

Start Free Trial

Premium

$69 user/mo billed annually

Start Free Trial

Recategorize

Free

Get Started Now

Standard

$59 user/mo billed monthly

Start Free Trial

Premium

$79 user/mo billed monthly

Start Free Trial

Client and Firm Experience

QuickBooks recategorization tasks

Client tasks

Conversations

File manager

Links to apps and resources

Mobile app

Xero recategorization tasks

Firm Experience

Manage Workflow (Jobs)

Templates

Dashboards

Time tracking

Client notes

Magic Workflow

Email management

Magic email responses

Zapier

Branded Login

Unlimited clients

Future features

Magic Client Tasks

Magic Conversation Responses

Magic Meetings

Magic Answers

Instant client meetings

Save Big With Client Hub

Client Hub replaces a bunch of apps, from workflow management to client portal to transaction recategorization.
Our all-in-one solution reduces the cost (not to mention complexity) of bundling together a comparable “tech stack”.

Client Hub

$49 - $69/month per user

Complete Workflow Management
Client Portal
Document Management
With lots of AI built-in

Workflow: Karbon or JetPack or Financial Cents etc.

$49 - $99/month per user

Client portal: Liscio etc.

$50/month per user

Document management: ShareFile, Dropbox etc.

$15/month per user

QuickBooks uncategorized automation: Uncat

$5/month per client

Simple Pricing

RECATEGORIZE

STANDARD

PREMIUM

RECATEGORIZE

STANDARD

PREMIUM

Compare our plans

Recategorize

Standard

Premium

Recategorize

Standard

Premium

Client and Firm Experience

Firm Experience

Future features

More than 10 Staff in your Firm?

Save Big With Client Hub

Ready to Up-level your Firm?