Pricing | Institution
Enjoy complimentary data migration when switching from your existing CPA to Institution.
Pricing

Modern Accounting.
Simple Pricing.

Bookkeeping, Taxes, and R&D Credits handled by a team that actually responds. No hidden fees. No hourly billing surprises.

Monthly Expenses:
<$10,000
<$10K $20K $50K $100K $150K $200K >$200K
Monthly Spending
<$10,000
Flat rate for early stage
Estimated Price (Billed Annually)
$199 / mo
100% tax deductible.
Get Started
14-day money-back guarantee. No questions asked.
*Pricing may vary based on complexity factors such as crypto, inventory, lending, or high transaction volume.

Every plan comes fully loaded

Unlike our competitors, we don’t nickel-and-dime you for the basics. Here are premium features included in absolutely every tier.

Dedicated US-GAAP Team

Your books are handled by certified accounting professionals.

Direct Communication

Skip the support tickets. Message your team directly in-app or via email.

Free Data Migration

We bring over all your historical data from your old CPA or software at no extra cost.

Year-End Tax Prep

Clean, neatly packaged financials handed directly to your tax preparer.

Bank-Grade Security

256-bit encryption and strict internal audits to keep your financial data locked down.

Monthly Financial Reports

Get accurate P&L, Balance Sheet, and Cash Flow statements on time, every time.

QUESTIONS, ANSWERED

Frequently Asked Questions

Everything you need to know about our pricing and plans.

01
Map the stack
Banks, cards, payroll, billing, commerce, and accounting tools are reviewed first.
02
Build the rhythm
Transactions, exceptions, approvals, credits, and tax records follow a repeatable cadence.
03
Support every business
Built for local operators, agencies, e-commerce brands, startups, and multi-entity teams.