Pilot

Stock Administration add-on broadened from C corps to all startups, added Pulley support alongside Carta, and introduced a free 'Founders Tier' (cap table setup, platform configuration, equity questions) for pre-seed founders with up to 5 cap table members; the $450/hr overage-rate disclosure was removed while the $399/hr base rate is unchanged

Stock Administration expanded from C corps only (Carta) to all startups (Carta or Pulley); added free Founders Tier for pre-seed founders (up to 5 people on cap table); removed prepaid annual model with $450/hr overage.

Free trial CTA added to pricing page: 'START FREE TRIAL for small businesses' button added in the navigation header alongside the existing Get Started button. AI features added to Bookkeeping Essentials: AI auto-categorizes transactions, reconciles accounts, closes books monthly, and provides instant answers about past transactions and cash flow with scenario planning.

Base plan (formerly Essentials) decreased from $169/month to $99/month (41% decrease) Core plan pricing changed from $499/month to starts at $299/month (40% base price decrease)

COO Services added to main service offerings (visible in page header and navigation)

Core bookkeeping plan enhanced to specify 'Cash- or accrual-based P&L' option (previously 'Monthly P&L'), giving customers explicit accounting method choice Essentials bookkeeping plan clarified to specify 'Cash-based P&L' instead of generic 'Monthly P&L' based on bank and credit card activity

Starter plan decreased from $499/mo to $349/mo (30% decrease) Core plan decreased from $699/mo to $499/mo (29% decrease)

R&D Tax Credit pricing model changed from 2% of qualifying expenses to 20% of credit received