One transparent price per active client, per month. No per-module bolt-ons, no per-seat fees, no tier limits on the features that matter. You're only charged for clients in a period you actually file.
All prices NZD, ex GST, billed monthly. No charge for clients in a period you don't file.
| Feature | Practice | Firm | Enterprise |
|---|---|---|---|
| Core compliance | |||
| AI bulk coding & reconciliation | Included | Included | Included |
| GST returns & review queue | Included | Included | Included |
| Year-end report packs | -Not included | Included | Included |
| Intelligence | |||
| Tiered autonomy & agent command | Included | Included | Included |
| Firm-wide rules & memory | -Not included | Included | Included |
| MCP server & developer API | -Not included | Included | Included |
| Team & security | |||
| Reviewer roles & permissions | Basic | Advanced | SSO |
| Exportable audit trail | Included | Included | Included |
| Data residency & retention | NZ | NZ | Custom |
| Support | Priority | Dedicated + SLA | |
A client entity you file at least one return for in a given month. If you don't file for a client in a period, you're not charged for them that period.
No. Connecting your ledger, onboarding clients, and the audit trail are always included on every plan.
Yes. Move between Practice and Firm anytime; billing adjusts on your next cycle. We'll help you migrate when you're ready to grow.
Yes, start with a few clients, no card required. Bring new clients or annual clients you'd like to get onto bank feeds.
No. automate.business is billed to your firm. Clients get a simple, firm-branded portal at no cost to them.
Income tax, provisional tax and FBT are on the roadmap. They'll be included in your plan as they ship, no surprise add-ons.
A few clients to begin, no card required. When you're ready, we'll help you migrate the book.