Starter Plan
For an owner who wants one clean place to start running the books.
$20/mo
- Core financial workspace
- Invoicing and customer records
- Bank imports and reports
You Were Reading About Workspace Security
CheckSmith.ai Puts The Money Side Of Your Business In One Place
Send the invoice, match the payment, keep the books current, pay the team, and know what is happening without piecing together five different systems.
One Working Flow From The First Dollar To The Final Report
Step 1
Money Comes In
Build invoices, keep customer details together, and see what is still unpaid.
Step 2
Activity Gets Organized
Bring in bank activity, checks, expenses, payroll, and payments without rebuilding the same record.
Step 3
The Books Stay Current
Match the bank, keep the ledger balanced, and see the reports behind each figure.
Step 4
You Decide What Happens Next
Use clear numbers, tax planning, and Ask Alice to make the next decision with the facts in front of you.
Choose A Plan
Start Where Your Business Is Today
Pick the plan that fits now. You can change it as the work, the team, or the number of businesses grows.
Professional Plan
For growing teams that need control.
$30/mo
- Everything in Starter
- Unlimited clients and recurring invoices
- Team roles and retirement tracking
Enterprise Plan
For accountants and multi-entity owners.
$60/mo
- Everything in Professional
- Multiple business workspaces
- Priority support and accountant access
Want annual billing or a side-by-side comparison? See Full Pricing
Read The Full Explanation For Any Feature
Smart InvoicingSend a clean invoice, make it easy to pay, and know where it stands.Automated AccountingKeep the ledger current without turning every transaction into a bookkeeping project.Chart of AccountsStart with useful categories, then shape them around the way your business works.Self-Funded IRAKeep self-directed retirement activity organized beside the rest of your financial picture.Custom BrandingMake every customer-facing document look and sound like your business.Team and RolesLet each person do the work they are responsible for, without opening everything else.Workspace SecuritySecure sign-in, separated workspaces, and clear permissions protect the records you rely on.Ai AssistanceAsk a plain question, understand the answer, and decide what to do next.Bank ReconciliationMatch the books to the bank, see what is missing, and finish the month with proof.Financial ReportsSee the figures, open what is behind them, and share a clean report.PayrollPrepare pay, review every total, and keep labor costs with the rest of the books.Clients and ContactsKeep the people you do business with and the money tied to them in one place.Tax TrackingKeep taxable income, due dates, and the money you plan to set aside in view.