Pricing
Choose the plan that fits your business. Upgrade or downgrade at any time.
Simple, transparent pricing
Start with a 14-day free trial. No credit card required. Cancel anytime.
Starter
Perfect for solo entrepreneurs and freelancers managing a single business.
- 1 company
- Unlimited transactions
- Bank feed sync
- AI categorization
- Financial reports (P&L, Balance Sheet)
- Invoice management
- PDF exports
Growth
For business owners managing a portfolio of companies or entities.
- Everything in Starter, plus:
- Up to 8 companies
- Portfolio dashboard
- Cross-company reporting
All plans include a 14-day free trial. Need something custom? Contact us.
🇺🇸 Currently available for US-based businesses only.
Frequently asked questions
Can I try JakeBooks before committing?
Yes! Every plan comes with a 14-day free trial. No credit card required. You'll have full access to all features during the trial.
What happens when my trial ends?
You'll be prompted to choose a plan to continue using JakeBooks. Your data is always preserved — nothing is deleted if you don't subscribe immediately.
Can I switch plans later?
Absolutely. You can upgrade from Starter to Growth at any time. Your billing will be prorated for the remainder of the billing cycle.
Is my financial data secure?
Yes. We use bank-level encryption (TLS 1.3) for all data in transit, and AES-256 encryption for data at rest. Row-level security ensures complete tenant isolation.
Do you offer refunds?
We offer a full refund within 30 days of your first payment if you're not satisfied. Contact support and we'll process it right away.