bookvisor.ai
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One subscription for every business you run.

Most tools charge you per company; we do not. Compare the plans and pick your tier. Bookvisor AI covers every business you own, all in one thread and one bill.

← Swipe to compare plans →

Starter
$39/month
RecommendedPlus
$59/month
Advanced
$149/month
Your businesses and accounts
Businesses covered
1
Up to 2
Up to 5
Connected banksOne bank connection is a single financial institution you link, such as Chase or Amex. All of your accounts there (checking, savings, cards) come in through that one connection.
Up to 3
Up to 6
Up to 15
Custom revenue streams per business
2
5
5
Custom expense categories per business
0
10
10
One subscription covers every business
AI transaction categorization
Transactions auto-categorized each monthBookvisor AI reads every transaction from your connected banks and files it under the right category. This keeps your books current without you sorting receipts, and it is the number of transactions Bookvisor AI auto-categorizes for you each month.
50
150
300
Each additional 25 auto-categorizedEach plan includes a set number of AI-categorized transactions each month. Once you pass it, Bookvisor AI keeps auto-categorizing the rest, billed in blocks of 25. Use the estimator above to see your monthly total at your volume.
$4.00
$3.00
$2.50
Your Bookvisor AI advisor
Bookvisor AI in chat and by text
Proactive monitoring — reaches out first
Web research in chat
Your own custom reports and alertsSet up your own standing instructions for Bookvisor AI, beyond the built-in templates, such as your own daily reports, alerts, and reminders.
Cash flow organized by lever — in, out, on hand
Chat messages per day
30
80
100
Reports, alerts and your team
Daily investigated summaries
2
7
14
Alerts
2
7
14
Reminders
5
15
30
Text, email, and in-app alerts
People who get text alerts
Up to 1
Up to 2
Up to 2
People who get email recaps
Up to 1
Up to 2
Up to 5
Join the waitlist

Cancel at any time. No contract, no lock-in.

Estimate your price

What you’d pay at your volume

Bookvisor AI auto-categorizes every transaction from your banks, and each plan includes a set number a month. Drag to your typical volume and see the estimated monthly total on each plan.

300
02,000+
Starter$79.00$39 base + $40.00 auto-categorizing extras
Plus$77.00$59 base + $18.00 auto-categorizing extras
Advanced$149.00Within your 300 included

Your monthly total at this volume. Bookvisor AI auto-categorizes every transaction. Past your plan’s included amount, the extra categorization is billed in blocks of 25, and your base price covers everything else.

What it replaces

Cheaper than a bookkeeper, working every day.

The forward-looking advice that used to cost thousands a month, at a price built for an owner who is also the bookkeeper.

A part-time bookkeeper
$500–$2,000 / mo

Mostly data entry, and it reports what already happened, often weeks later.

A fractional CFO
$5,000–$15,000 / mo

The forward-looking advice owners want, but priced out of reach for most small businesses.

Bookvisor AI
from $39/month

Forward-looking advice in plain English, by text, every day, covering every business you run.

Common pricing questions

Does one subscription really cover every business I own?

Yes. Where other tools bill you again for each company, your plan covers every business you run, up to your plan’s limit, in one thread and one bill. You can ask about one or all of them in the same conversation.

What if I add another business later?

Add it whenever you are ready, up to your plan’s business limit. If you need to run more than that, you can move up a tier in a few steps, and your history comes with you.

Is texting included on every plan?

Yes. Texting Bookvisor AI is included on every plan. Long, list-style reports arrive by email with a one-line text summary, so your phone stays readable.

Can I cancel anytime?

Yes, at any time. There is no contract and no lock-in. Pick a plan, connect your accounts in a few minutes, and stop whenever you choose.

Know where your cash is headed. Weeks ahead.

Bookvisor AI texts you before cash gets tight, and you can text back any question in plain English. It never moves a dollar.

Join the waitlist

Connect your bank with a read-only link and Bookvisor AI begins right away. Setup takes about 10 minutes, and you can cancel at any time.