• Bank statements (PDF & images) conversion
• 1,000 pages per month included
• Up to 100 pages per statement
• AI-powered statement parsing
• Support for multi‑page statements & running balances
• Pre‑built bank templates
• CSV export

Everything in Plus and:

• 3,000 pages per month included
• Unlimited pages per statement
• Pre‑built advanced bank templates
• Categorization & merchant normalization
• Dedicated support channel
• Excel/CSV export
• Up to 5 seats
• API access

Everything in Pro and:

• 15,000 pages per month included
• Custom conversion workflows
• Batch processing
• Data connectors
• Zero‑data retention (contract)
• BAA agreements
• Up to 20 seats
• Enhanced API access with higher limits

Everything in Elite and:

• Dedicated account manager
• Custom integrations
• SSO / SAML
• Custom processing pipelines
• Role‑based access control
• Custom AI models
• Unlimited seats
• Data Processing Agreements (DPA)