ExpenseTerminal pricing for self‑employed tax deductions

Start on the Trial plan, then move into Pro when you're ready to run all your deductions and year-round expense tracking through ExpenseTerminal.

TrialStart here

$0

Start in tax triage and prove the value before you subscribe.

  • • Tax triage until ExpenseTerminal finds $36 in deductions
  • • CSV uploads for bank and card exports
  • • AI-suggested business, personal, and partial splits
  • • Schedule C-focused categorization and notes
  • • Upgrade for Budget, Cash Flow, and unlimited triage
Pro

$18/mo or $180/yr

For founders who want ExpenseTerminal woven directly into their banking.

  • • Unlimited AI-reviewed transactions
  • • Live bank syncing via Plaid (up to 24 months)
  • • Rich Inbox workflows and keyboard shortcuts
  • • Export-ready summaries for your accountant

Trial vs Pro, side by side

A simple comparison so you can see exactly what you unlock when you move beyond the Trial plan.

FeatureTrialPro

AI & automation

AI-reviewed CSV transactions

Up to 200 per year

Unlimited

AI-powered categorization & smart labeling

✓

✓

Deduction tracking & audit-friendly notes

✓

✓

Data & connections

CSV / Excel uploads

✓

✓

Bank connections

—

✓

Support & governance

Email support

Standard

Priority

Best-practice tax workflows

Core

Core + upcoming advanced automations