Best fit: Standard
50% off is applied automatically for every new account on Standard, Pro and Growth. No code needed. Pay half price for your first 3 months, then the regular monthly rate. Tabby's fees are tax-deductible.
20% off the whole year with yearly billing on Standard, Pro and Growth. No code needed. Pay once for the year and keep $72, $120 or $216 compared with the regular monthly rate. Tabby's fees are tax-deductible.

I wish I found out about Tabby sooner. As a real estate agent I always ignored bookkeeping because I had no time for it. But now Tabby does all of this work for me.

Mortgage commissions come in lumps, deal by deal. Tabby sorts every payout and expense as it lands, so I always know where we stand between closings.

As a CPA, I’m hard to impress with bookkeeping software. Tabby’s categorization is accurate, and the books my clients hand me are finally clean.

We’re out in the field doing inspections all day. Tabby sorts fuel, tools and job income on its own, so I’m not doing paperwork at night.

We’re a software company with subscriptions and payouts moving every day. Tabby keeps all of it sorted, and I get clean monthly numbers without opening a spreadsheet.

Running a solo law practice leaves no time for bookkeeping. Tabby keeps my practice expenses organized, so the books are ready when my accountant asks.

Between listings, showings and closings, bookkeeping was always last on my list. Tabby tracks every commission and expense, so tax season no longer scares me.

As a founder, I’d rather build the product than reconcile accounts. Tabby runs our books in the background and gives me real numbers whenever I ask.

I manage money for a living, and I still didn’t want to manage my own books. Tabby keeps the firm’s finances organized without adding to my week.

We advise small businesses, so our own books have to be in order. Tabby keeps client payments and expenses sorted, and I can pull a clean report in seconds.
Every plan starts here: income, profit and what needs you today.
Swipe sideways to see every column.
| Feature | Free$0 forever | Standard$15 → $30/mo | Most popularPro$25 → $50/mo | Growth$45 → $90/mo |
|---|---|---|---|---|
| Plan limitsWhat's included in each tier | ||||
| Annual expense limit | $15,000/yr | $200,000/yr | $400,000/yr | Unlimited |
| Bank & credit card connections | 1 connection | 3 connections | 6 connections | Unlimited |
| Team seats | 1 user, no accountant | 1 user + 1 accountant seat | 3 users + 1 accountant seat | Unlimited users + 2 accountant seats |
| Support level | Self-serve (AI chat) | Standard (email & AI chat) | Standard (human chat + email) | Priority (human chat + email) |
| Multi-business management | Included | Included | Included | Included |
| Live onboarding call | – | – | – | |
| Real-time dashboardYour finances at a glance — always live, always up to date | ||||
| Live dashboard with real-time financials | ||||
| Income & expense overview | ||||
| Cash flow snapshot | ||||
| Your books, on autopilotAI does the bookkeeping so you don't have to | ||||
| Auto-categorization of transactions | ||||
| Auto vendor/customer name recognition | ||||
| Ask Tabby — AI categorization assistant | – | |||
| AI auto-match invoices, bills & receipts to bank transactions | – | |||
| CSV/Excel bank statement upload & categorize | – | |||
| Split transactions into multiple categories | – | – | ||
| PDF bank statement upload & categorize | Limited | Limited | Limited | Unlimited |
| AI that gets smarter over timeTrained by CPAs — learns your behavior and becomes more automated as you use it | ||||
| Learns from your categorization behavior | ||||
| Personalized industry-based learning | ||||
| Reduces manual review over time | ||||
| Live bank & transaction syncReal-time sync across all your accounts | ||||
| Bank & credit card connection via Plaid | ||||
| Real-time transaction sync | Daily | Daily | Daily | Realtime |
| QuickBooks migration — transactions, categories & rules imported automatically | ||||
| Mobile appManage your books from anywhere | ||||
| Scan & upload receipts on the go | ||||
| Categorize transactions on the go | ||||
| View reports on mobile | ||||
| Get paid & track revenueInvoice clients and stay on top of what you're owed | ||||
| Send customized invoices by email | 5/month | Unlimited | Unlimited | Unlimited |
| Track receivables & unpaid invoices | ||||
| Collect payments via ACH & credit card (via Stripe) | ||||
| Quotes | – | |||
| Control your expensesRecord bills, capture receipts, and manage vendors | ||||
| Record & track bills | ||||
| Receipt upload — web & mobile | ||||
| Vendor management | – | |||
| W-9 & tax complianceCollect W-9s and stay 1099-ready without the paperwork | ||||
| W-9 collection from vendors (one-click) | – | – | ||
| Auto W-9 / 1099 filing | – | – | Soon | Soon |
| Full accounting controlCPA-level tools — for you or your accountant | ||||
| Cash & accrual basis accounting | ||||
| Chart of accounts — view | ||||
| Custom categories & toggle off unused | – | |||
| AI chart of accounts creation | – | – | ||
| Sub-categories / sub-ledger accounts | – | – | ||
| Manual journal entries | – | – | – | |
| Bank reconciliation | – | – | – | |
| Multi-currency support (USD, CAD, GBP, AUD, EUR) | – | – | – | |
| Classes / locations / projects | – | – | Soon | Soon |
| Reports & financial visibilityUnderstand your finances — cash or accrual basis, tax-ready year-round | ||||
| Cash & accrual basis reporting | ||||
| Profit & loss report | ||||
| Expense category report | ||||
| Tax-ready report | – | |||
| Export reports — Excel & PDF | – | |||
| P&L report view by vendor / customer | – | |||
| Balance sheet | – | – | ||
| General ledger report | – | – | – | |
| Consolidated multi-entity reports | – | – | – | |
| Notifications & settingsStay in the loop and customize your experience | ||||
| Email notifications | ||||
| Customized notification settings | – | |||
| Integrations & connected appsConnect your tools — banking, payments, and expense management in one place | ||||
| Plaid — bank connections (native) | ||||
| Ramp — credit card sync (native) | – | |||
| Stripe — sync sales data (native) | – | |||
| PayPal — sync accounts & cards (native) | – | Soon | Soon | Soon |
| Mercury — sync accounts (native) | – | Soon | Soon | Soon |
| Shopify — sync sales data (native) | – | Soon | Soon | Soon |
Startups to watch, 2026
1,500+ small business clients
Read-only via Plaid · AES-256
On every paid plan
Set your numbers. Estimates are fine.
kept in your pocket by switching to Tabby
Directional estimate. Tabby's cost uses first-year pricing (50% off for 3 months) plus the ~20% of time you'll still spend approving. Tabby automates ~80% of repetitive bookkeeping.
Every paid plan bills monthly at the listed price. No setup fees and no annual contract. You're charged the day you upgrade, then on the same date each month. Cancel any time and keep access through the end of the period you paid for.
It's applied automatically to every new account on Standard, Pro and Growth, with no code needed. You pay half price for your first 3 months, then the regular monthly rate.
Yes. Upgrade any time and you're prorated for the rest of the billing period. Downgrades take effect at your next cycle. You never lose data when you switch.
Not right now. Tabby is monthly only, with no discount for paying upfront. We'd rather earn your business every month than lock you into a year.
Nothing breaks. We'll let you know as you approach the limit and suggest the next tier. No surprise overage fees and no interruption while you decide.
Yes. Every paid plan comes with a 30-day money-back guarantee.
Yes. Tabby for Accountants is a separate product for firms managing multiple clients, with shared dashboards and bulk operations. Email support@usetabby.com for firm pricing.
Two clicks in Settings → Billing. You keep access through the end of your billing period and can export everything as CSV, Excel or PDF any time, before, during or after you cancel.