Free previews the cleanup. Pro lets you act on it.
Import activity for free and see the cleanup take shape. Upgrade when you are ready to connect banks, approve decisions, and send your CPA a clean packet.
Free
$0
See your books organized.
- Import activity and receipts
- Preview transactions grouped into business decisions
- Monthly Pulse summary
- No bank connection required. Purely a preview.
Pro
Recommended$49/mo
Approve them and bring your CPA in.
- Everything in Free
- Approve, change, or ask CPA on every decision
- Monthly CPA-ready packet (CSV + PDF + evidence)
- Invite your CPA into the same workspace
- Memory builds with every approval, so patterns get easier
- Monthly Pulse with action links
Business
$199/mo
For multi-entity founders and CPAs serving multiple clients.
- Everything in Pro
- Multiple business entities under one workspace
- Multiple CPA seats with view-only or edit access
- Advanced reports and full audit log export
- Prioritized concierge review
- Dedicated onboarding
The CPA-ready packet, in detail.
Every Pro and Business workspace generates a monthly bundle your CPA can open and review. Here's exactly what they get.
April 2026 packet
| Date | Merchant | Amount | Category |
|---|---|---|---|
| Apr 02 | Notion | $16.00 | Software |
| Apr 09 | Stripe payout | $4,820.00 | Revenue |
| Apr 12 | Owner transfer | $5,000.00 | Owner contrib. |
| Apr 14 | Whole Foods (personal) | $84.20 | Skip |
| + 243 more rows | |||
- Mark 6 software charges as business
- Owner contribution Apr 12 ($5,000)
- 5 conference receipts missing
- + 3 more decisions
Receipts and statements pulled from Gmail, Plaid, and Stripe. Each is named so your CPA can match it to the corresponding transaction in the CSV.
Every decision recorded with timestamp, founder identity, and the AI evidence shown at approval time. Your CPA can verify nothing was edited after the fact.
Pricing details
What's the difference between Free and Pro?
Free lets you import activity and preview the cleanup. Pro lets you connect banks, approve decisions, generate the monthly CPA packet, and invite your accountant into the same workspace.
Can I cancel?
Yes. Cancel anytime; your data stays.
What about my CPA?
Invite them on Pro or Business. They get a full-fidelity accountant view of the same workspace, with every decision and the evidence behind it.
Is my data safe?
Yes. Read-only by default, bank-level encryption. Every decision in your books is traceable to the transactions that taught it, and your CPA can replay any month for an identical packet.
Does Prosper replace QuickBooks?
No. Prosper is the cleanup layer that runs before QuickBooks or your CPA. Most users keep both.
Does Prosper handle taxes?
No. Prosper says this looks business-related. Your CPA reviews and makes tax determinations.
Import activity and see the cleanup.
Start on Free. Upgrade when you're ready to connect banks, approve decisions, and send the packet for CPA review.