Categoric

Straightforward pricing

The full system. One price per entity.

All released features. Independent books per entity. Access by invitation.

Availability depends on supported sources, permissions and review.

$49per active entity / month

For the first 3 paid months.

Then $99 per active entity / month.

Volume discounts for 10+ active entities by quote.

Request business access

Included with every entity

  • Double-entry ledger, reconciliation, and financial reports
  • Document import and supported bank activity sync
  • Categorization and agent-assisted review with evidence
  • Built-in Ask and supported connected-agent workflows
  • Cash- and accrual-basis reporting where supported
  • Review and approval before accounting changes are applied

External AI providers may require their own accounts and subscriptions. Their charges are not included.

Founding customer offer

60 days free for your first entity.

$0for your first entity / 60 days

For the first 50 approved founding customers, by invitation. The 60 days start when your workspace is usable. Then the first entity can move to $49/month for three paid months, followed by $99/month.

Additional entities are paid. Your invitation confirms included processing and support limits. Requesting access does not reserve a place, and no charge begins without agreed terms.

Request founding access

Managing a portfolio?

The same license. A rate that scales.

Volume quotes start at 10 active entities. All released features are included; client and staff access must be authorized.

Discuss firm pricing

The details, plainly.