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Packaging change·Dec 29 → Mar 30, 2026·Q1 2026·Finance & Accounting

Pilot: adds free trial CTA, AI bookkeeping features, and 10x higher expense cap on Essentials

Pilot added a 'Start free trial' CTA to the pricing page navigation alongside the existing Get Started button, introduced AI capabilities on the Bookkeeping Essentials plan (AI auto-categorizes transactions, reconciles accounts, closes the books monthly, and gives instant answers about past transactions and cash flow with scenario planning), and raised the Essentials monthly expense cap from $15,000 to $100,000 per month.

PilotPackagingTrial changeFeature addedLimit increase

What changed

Trial change

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.

Feature added

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.

Limit increase

Bookkeeping Essentials monthly expense cap increased from $15,000 to $100,000 per month, enabling larger small businesses to use the self-serve plan.

Before and after

Dec 29, 2025 vs Mar 30, 2026
Pulse.
100%
Change 1 of 3 · trial changed

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.

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