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/year
The full ExpenseTerminal experience — no limits.
- •Guided review of your business expenses
- •CSV uploads for bank and card exports
- •Unlimited AI-reviewed transactions
- •Live bank syncing via Plaid (up to 24 months)
- •Schedule C-focused categorization and notes
Pro
$400/year
For founders who want ExpenseTerminal woven directly into their banking.
- •Unlimited AI-reviewed transactions
- •Live bank syncing via Plaid (up to 24 months)
- •Rich review 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