From solopreneurs to growing CPA firms, Portali offers flexible, affordable pricing — with no hidden fees and no surprise charges.
🟢 Starter
For freelancers, solopreneurs & early-stage startups
✔️
AI-Powered Bookkeeping
✔️
Up to 500 Transactions/Month
✔️
1 User Account
✔️
QuickBooks/Xero Integration
✔️
Basic Reconciliation Reports
✔️
Email Support
🟠 Growth
For SMBs and small teams
✔️
Everything in Starter, plus:
✔️
Up to 5,000 Transactions/Month
✔️
3 User Accounts
✔️
Predictive Analytics Dashboard
✔️
AI Alerts for Cash Flow & Compliance
✔️
Vendor Management Tools
✔️
Priority Support
🔵 Scale
For CPA firms and finance-heavy operations
✔️
Everything in Growth, plus:
✔️
Unlimited Transactions
✔️
10+ User Accounts
✔️
Overdue Tracking Dashboards
✔️
Client Portals
✔️
Automated Notifications & Escalations
✔️
Dedicated Account Manager
✔️
Audit-Ready Export & Compliance Tools
⚡ Enterprise & Custom
For larger firms or unique needs. Let's tailor a solution for you.
✔️
White-Label Solutions
✔️
Custom Integrations (ERP, Bank APIs)
✔️
Advanced Role-Based Access
✔️
SLA, Security, & Compliance Support
| Feature | Starter | Growth | Scale |
|---|---|---|---|
| AI-Powered Bookkeeping | ✅ | ✅ | ✅ |
| Automated Reconciliation | Basic | Enhanced | Full |
| CPA Dashboard | ❌ | ✅ | ✅ |
| AI Alerts & Forecasting | ❌ | ✅ | ✅ |
| Overdue Tracking | ❌ | ❌ | ✅ |
| Multi-User Access | 1 | 3 | 10+ |
| Integrations (QBO, Xero, Plaid) | ✅ | ✅ | ✅ |
| Audit Exports | ❌ | ✅ | ✅ |
| Customer Support | Priority | Dedicated |
For the price of a software subscription, we eliminated hours of monthly grunt work. The ROI is clear.
Ran D.
COO, Retail Startup
We switched from manual bookkeeping to Portali and saved over $1,000/month in admin costs.
Sara V.
CPA Firm Owner
Yes — all plans are month-to-month with no contracts.
Yes, we offer discounts for CPA firms and businesses managing 10+ clients.
We accept major credit cards and ACH transfers.
Absolutely — we're fully SOC 2 and GDPR compliant.
Try Portali risk-free for 14 days. No credit card required.
Let AI take your accounting to the next level.
150 Van Ness Ave, San Francisco, CA 94102
sales@portali.tech
+1 480 400 4039