From solopreneurs to growing CPA firms, Portali offers flexible, affordable pricing — with no hidden fees and no surprise charges.
FREEMIUM
$0
Try Portali with a few clients
- Up to 2 client accounts
- Full access to Portali features for 14 days
- Connect banks, automate transactions, run reports, try AI assistant
(No credit card required. Upgrade anytime.)
PAY AS YOU GO
Free for you - Your clients pay their own monthly fees
Number of client accounts:
(Enter 0 or any number. 5,000+ = Enterprise pricing)
Client Accounts
49
Per Client
$26/month
Volume pricing tiers:
1-500
$26/client
500-2,000
$23/client
2,000-5,000
$20/client
5,000+
Enterprise
Included per client account:
- 500 transactions / month
- 200 documents / month
- 20 reports / month (B/S, P&L, cash flow, sales tax, etc.)
- 100 invoices / month
- 200 AI chat conversations / month
- Unlimited CPA firm users
Need more? Add Reporting Plus, Invoicing Plus, or AI Chat Plus, or pay per-unit overages.
(Billed monthly. Adjust your client count anytime.)
ENTERPRISE
Custom pricing
For large firms, networks, and multi-entity groups
- 100+ client accounts
- Minimum monthly or annual commitment
- Discounted per-client and usage rates
- White-glove onboarding and migration
- SSO, advanced permissions, and optional white-label
- Custom revenue-share arrangements
Promotional pricing only. Offers are subject to change or withdrawal at our sole discretion and do not constitute a binding commitment.
| Feature | Starter | Growth | Enterprise |
|---|---|---|---|
| Monthly Transactions | 500 | 2,000 | Custom |
| Monthly Documents | 200 | 1,000 | Custom |
| Monthly Reports | 20 | Unlimited | Unlimited |
| Invoices | 100 | Unlimited | Unlimited |
| Multi-Entity Support | ❌ | ❌ | ✅ |
| Dedicated CSM & SLA | ❌ | ❌ | ✅ |
| Custom Add-on Bundles | ❌ | ❌ | ✅ |
| AI-Powered Bookkeeping | ✅ | ✅ | ✅ |
| Integrations | ✅ | ✅ | ✅ |
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