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plans & Pricing

Pricing that doesn't tax your business growth.

Grab your free 14-day trial by getting started!

Grow

Custom Pricing
Starting at $549 / month
Done-for-you
For businesses ready to scale, supercharge sales, and offload billing, done-for-you.
Contact Sales →
Pro Plan +
Monthly proposal reviews & pipeline strategy sessions with your dedicated account manager
Hands-free migration of existing contracts, templates & upsell strategies
Unlimited top-performing proposal templates, plus custom-tailored for new client leads
Done-for-you assessment & setup of a high-converting, AI-driven sales workflow—forms, content, CRM, PM & QuickBooks Online.
Website support
White-glove billing management
Email & Slack support with your dedicated account manager < 1 hr. response time

Pro

$98 / month
Save 12% billed annually
For businesses ready to sell premium services with expert support & proven, winning proposals.
Get Started →
Core Plan +
Quarterly proposal reviews & pipeline strategy sessions with an account manager
Hands-free migration of existing contracts
Access top-performing templates to land & upsell premium clients
3 custom top-performing proposal templates
Expert support for chargebacks & disputes
Automate existing sales funnel using your CRM, PM & QuickBooks Online with Zapier
Email & Slack support with < 3 hr. response time

Core

$56 / month
Save 12% billed annually
For self-starters who want the essential tools to accelerate cash flow & maximize revenue.
Get Started →
Key Features
Unlimited e-proposals with e-signatures
Auto-collect payment details upfront
Auto-pass ACH & CC processing fees to clients
Access industry standard templates
1 custom top-performing proposal template
Enjoy accelerated fast 2 day payouts
Integrate with QuickBooks Online & Zapier
Same day chat and email support

Grow

Custom Pricing
Starting at $549 / month
Done-for-you
For businesses ready to scale, supercharge sales & offload billing ops, completely done-for-you.
Contact Sales →
Pro Plan +
Monthly proposal reviews & pipeline strategy sessions with your dedicated account manager
Hands-free migration of existing contracts, templates & upsell strategies
Unlimited top-performing proposal templates, plus custom-tailored for new client leads
Done-for-you assessment & setup of a high-converting, AI-driven sales workflow—forms, content, CRM, PM & QuickBooks Online.
Website support
White-glove billing management
Email & Slack support with your dedicated account manager < 1 hr. response time

Pro

$86 / month
Save 12% billed annually
For businesses looking to sell premium services with winning proposals & expert support.
Get Started →
Core Plan +
Quarterly proposal reviews & pipeline strategy sessions with an account manager
Hands-free migration of existing contracts
Access top-performing templates to land & upsell premium clients
3 custom top-performing proposal templates
Expert support for chargebacks & disputes
Automate existing sales funnel using your CRM, PM & QuickBooks Online with Zapier
Email & Slack support with < 3 hr. response time

Core

$49 / month
Save 12% billed annually
For self-starters who want the essential tools to accelerate cash flow & maximize revenue.
Get Started →
Key Features
Unlimited e-proposals with e-signatures
Auto-collect payment details upfront
Auto-pass ACH & CC processing fees to clients
Access industry standard templates
Unlimited proposal templates
1 custom top-performing proposal template
Enjoy accelerated fast 2 day payouts
Integrate with QuickBooks Online & Zapier
Same day chat and email support

Our users' wins say it all.

"AccountGroove has been a game-changer for Stratego Intel Consulting. From our very first engagement, their team took a deep, consultative approach—analyzing our full sales-to-close process and delivering strategic improvements that dramatically enhanced our client experience. Their ability to bridge strategic foresight with tactical execution is rare in the marketplace. As a consulting firm deeply focused on empowering businesses with AI, financial optimization, and digital transformation, we especially appreciate their operator mindset and commitment to helping businesses scale intelligently. I've had the pleasure to have white glove treatment from Irene, Co-Founder and CEO of AccountGroove, and I've been highly impressed, and so thankful."

Albert Ramos Jr.
Fractional CFO, Stratego

"I can’t say enough good things about the AccountGroove team, their support really is unmatched. On one of our early calls, they recommended a new pricing approach tailored to my services. I implemented their tiered pricing strategy and, on my very first proposal, confidently upsold a premium tier. Just like that! The mindset shift around pricing, combined with the flexibility of their billing schedules and fast payouts, has been a game-changer. I love how everything works seamlessly and how the team’s passion is clearly built into the platform itself."

Samantha Musser, CPA
Owner, Chime CPA

"AccountGroove has been a game-changer for my firm. It’s not just billing software, it's a true partner. From prepping for prospect calls to crafting customized proposals, they’ve gone above and beyond. What stands out most is how supported I feel. It’s rare to find a platform that actually cares about your growth and keeps you in the loop every step of the way."

Sarah Foster
Bookkeeper, Accurate Books Solutions

"I enjoy using the platform and It has made sending contracts and proposals easier. I enjoyed working with Irene in the beginning to set up my company profile and templates. The team was helpful and reassuring as I navigated this big business change."

Danya Marhamo, CPA, MSA
Tax Specialist, Marhamo Tax Advisor

"The proposals AccountGroove delivers are next level. Every client has complimented how professional they look—and not once have they questioned delivery or structure. What really surprised me was how seamlessly the proposals tied into the rest of my sales and billing process. Until you experience it yourself, it’s hard to grasp just how much time and friction they help remove."

Aurelien Scagnolari
Founder, CURAT—D

"Working with the AccountGroove team has been one of the most supportive experiences we've had. Their billing and payment turnaround is among the fastest we've seen, but what truly stands out is how deeply they understand the needs of service providers. While other platforms can feel cold and transactional, [sensitive content hidden] have redefined what real support looks like, offering powerful features and building the future of proposals and payments!"

Sophia Kelly
CEO & Founder, Tharos Global

"Easy to use with flexible billing arrangements. For our firm, we offer services to multiple countries, so cross-border payments are a necessity. AccountGroove has that buttoned down. Additionally, variable payment schedules make selling packages easier without worrying about tracking when payments are due. Manual and automatic payments are game-changing—no more following up on outstanding payments. Outstanding support!"

Mark Stovel, CPA
CEO & Founder, FirmNexus

"Over the years we’ve been consistently impressed by the quality of the product and the outstanding support from the team. The platform’s automation of bill collection has completely eliminated our accounts receivable headaches. Plus including additional service options like bookkeeping in our proposals, even if they weren’t mentioned in the discovery call, has really boosted our cash flow and made operations so much smoother for us."

Timothy Horning, CPA
Corporate Partner, Medina Horning & Kruse LLP

"Allowing your leads and clients to select a package set of services is a game charger. We use to send multiple engagements back and forth that weren't ideal for our sales process. The product is well designed without unnecessary features keeping the process very straightforward compared to its competitors. Once we uploaded all proposals we just monitored our billing and watched the payments come through!"

Nevada Ryan
Tutor & President, The New Education Initiative

"An amazing team with extensive experience in this field. The tech is a joy to use, and they are highly responsive to our requests. I can easily see them becoming a top platform. How the proposals are set up to drive more sales and the amount of time it saves our team. Once you automate your billing flow you’ll be shocked how much time is wasted billing manually that could be used to create revenue."

Daniel Tobon, CISSP
Founder & Technology Strategist, TSquared

features & pricing breakdown

Select the plan that meets your business goals:

Grow
For businesses ready to scale, supercharge sales, and offload billing, done-for-you.
Custom Pricing
Starting at $549 / month
Done-for-you
Contact Sales →
Pro
For businesses ready to sell premium services with expert support & winning proposals.
$98 / month
Save 12% billed annually
Get Started →
Core
For self-starters who want the essential tools to accelerate cash flow & maximize revenue.
$56 / month
Save 12% billed annually
Get started →
Clients
Active and non-active clients with signed proposals
Unlimited
Unlimited
Unlimited
Users
User accounts
Unlimited
Unlimited
Unlimited
Proposals
Branded digital proposals
Unlimited
Unlimited
Unlimited
E-signatures
Unlimited
Unlimited
Unlimited
Proposal templates (pre-populated)
Top-performing
Top-performing
Industry standard
Custom proposal template and pricing review with expert
Unlimited
Up to 3
1
Tier packages (up to 3)
Automatic payment details collection at e-signing proposal
Flexible billing (recurring, one-time, deposits, hourly, monthly, etc.)
Proposal expiration dates
Adjust pricing to signed proposal
Proposal status tracking system
Extend services to existing proposal
Extend timeline to existing proposal
Bulk proposal creation
Proposal renewals
Bulk
Bulk
Single
Customer Success
Onboarding live group sessions for new users
Hands-free migration support (import contracts, terms, clients)
Expert Team Support + Templates + Upsell Strategies
Expert Team Support
Self-Service Directions
Educational live webinars with experts (pricing, sales, automation)
1:1 Tailored onboarding & setup support with success expert
Custom proposal template and pricing review with success expert
Unlimited
Up to 3
1
Email and in-app support
< 1 hr. response
< 3 hr. response
Same-day response
1:1 Dedicated account management via Slack & email
1:1 account manager call to review pipeline & proposals (proposal creation powered by success metrics, discovery calls, proposal calls, email scripts to land quality clients)
Monthly
Quarterly
Chargeback dispute support
Dashboard + Expert Support
Dashboard + Expert Support
Self-Service Dashboard
Templates
Industry standard proposal templates (pre-populated)
Top-performing industry templates (pre-populated)
Custom templates and 1:1 review with account expert
Unlimited
Up to 3
1
Industry standard engagement terms template (pre-populated)
Payments
Adjust payment options per client
Automatic payment details collection at e-signing proposal
Automatic payment collection
Ownership of client and payment data (no middleman)
Credit Card processing fees
2.9% + $0.30
2.9% + $0.30
2.9% + $0.30
ACH processing fees
0.8% ($5.00 max)
0.8% ($5.00 max)
0.8% ($5.00 max)
Automate passing ACH processing fees to client
Automate passing Credit Card processing fees to client
Credit Card payouts speed (business days)
Accelerated (2 days)
Accelerated (2 days)
Accelerated (2 days)
ACH payouts speed (business days)
Accelerated (2 days)
Accelerated (2 days)
Accelerated (2 days)
Engagement letters
Automate signing of engagement letter and terms
Industry standard engagement terms template (pre-populated)
Customize engagement terms
Billing & invoicing
Flexible billing (recurring, one-time, deposits, hourly, monthly, etc.)
Automated and manual billing
Automatic invoice creation
Automatic payment collection
Your business name appears on client bank statements
Invoice tracking categories
Invoice line item descriptions
Instant bill for out of scope work
1:1 support for rejected payments & recovery
Expert Support
Expert Support
Self-Service
1:1 Expert Stripe optimization & ongoing support
Sales enablement tools
Contact sales@accountgroove.com for a quote
Custom sales strategies tailored to business goals
Included
Add-on
Add-on
Capture leads & sales pipeline with AI CRM on LinkedIn, Instagram & Facebook with weekly lead generation expert support
Included
Add-on
Add-on
Website forms
Included
Add-on
Add-on
Access plug-and-play marketing templates (images and copy)
Included
Add-on
Add-on
High-converting lead magnet templates
Included
Add-on
Add-on
Newsletter content and AI scripts
Included
Add-on
Add-on
Email templates
Included
Add-on
Add-on
1:1 custom proposal creation for specific leads
Included
Add-on
Add-on
Integrations
QuickBooks Online
Zapier
Zapier with setup and management
Annual plans only
Grow
For businesses ready to scale, supercharge sales, and offload billing, done-for-you.
Custom Pricing
Starting at $549 / month
Done-for-you
Contact Sales →
Pro
For businesses ready to sell premium services with expert support & winning proposals.
$86 / month
Save 12% billed annually
Get Started →
Core
For self-starters who want the essential tools to accelerate cash flow & maximize revenue.
$49 / month
Save 12% billed annually
Get started →
Clients
Active and non-active clients with signed proposals
Unlimited
Unlimited
Unlimited
Users
User accounts
Unlimited
Unlimited
Unlimited
Proposals
Branded digital proposals
Unlimited
Unlimited
Unlimited
E-signatures
Unlimited
Unlimited
Unlimited
Proposal templates (pre-populated)
Top-performing
Top-performing
Industry standard
Custom proposal template and pricing review with expert
Unlimited
Up to 3
1
Tier packages (up to 3)
Automatic payment details collection at e-signing proposal
Flexible billing (recurring, one-time, deposits, hourly, monthly, etc.)
Proposal expiration dates
Adjust pricing to signed proposal
Proposal status tracking system
Extend services to existing proposal
Extend timeline to existing proposal
Bulk proposal creation
Proposal renewals
Bulk
Bulk
Single
Customer Success
Onboarding live group sessions for new users
Hands-free migration support (import contracts, terms, clients)
Expert Team Support + Templates + Upsell Strategies
Expert Team Support
Self-Service Directions
Educational live webinars with experts (pricing, sales, automation)
1:1 Tailored onboarding & setup support with success expert
Custom proposal template and pricing review with success expert
Unlimited
Up to 3
1
Email and in-app support
< 1 hr. response
< 3 hr. response
Same-day response
1:1 Dedicated account management via Slack & email
1:1 account manager call to review pipeline & proposals (proposal creation powered by success metrics, discovery calls, proposal calls, email scripts to land quality clients)
Monthly
Quarterly
Chargeback dispute support
Dashboard + Expert Support
Dashboard + Expert Support
Self-Service Dashboard
Templates
Industry standard proposal templates (pre-populated)
Top-performing industry templates (pre-populated)
Custom templates and 1:1 review with account expert
Unlimited
Up to 3
1
Industry standard engagement terms template (pre-populated)
Payments
Adjust payment options per client
Automatic payment details collection at e-signing proposal
Automatic payment collection
Ownership of client and payment data (no middleman)
Credit Card processing fees
2.9% + $0.30
2.9% + $0.30
2.9% + $0.30
ACH processing fees
0.8% ($5.00 max)
0.8% ($5.00 max)
0.8% ($5.00 max)
Automate passing ACH processing fees to client
Automate passing Credit Card processing fees to client
Credit Card payouts speed (business days)
Accelerated (2 days)
Accelerated (2 days)
Accelerated (2 days)
ACH payouts speed (business days)
Accelerated (2 days)
Accelerated (2 days)
Accelerated (2 days)
Engagement letters
Automate signing of engagement letter and terms
Industry standard engagement terms template (pre-populated)
Customize engagement terms
Billing & invoicing
Flexible billing (recurring, one-time, deposits, hourly, monthly, etc.)
Automated and manual billing
Automatic invoice creation
Automatic payment collection
Your business name appears on client bank statements
Invoice tracking categories
Invoice line item descriptions
Instant bill for out of scope work
1:1 support for rejected payments & recovery
Expert Support
Expert Support
Self-Service
1:1 Expert Stripe optimization & ongoing support
Sales enablement tools
Contact sales@accountgroove.com for a quote
Custom sales strategies tailored to business goals
Included
Add-on
Add-on
Capture leads & sales pipeline with AI CRM on LinkedIn, Instagram & Facebook with weekly lead generation expert support
Included
Add-on
Add-on
Website forms
Included
Add-on
Add-on
Access plug-and-play marketing templates (images and copy)
Included
Add-on
Add-on
High-converting lead magnet templates
Included
Add-on
Add-on
Newsletter content and AI scripts
Included
Add-on
Add-on
Email templates
Included
Add-on
Add-on
1:1 custom proposal creation for specific leads
Included
Add-on
Add-on
Integrations
QuickBooks Online
Zapier
Zapier with setup and management
Annual plans only

Frequently Asked Questions

Is there an education discount?

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Can I add seats to Starter?

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When does the beta end?

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Do you have more questions?
Get in touch →

Our users' wins say it all.

"Easy to use with flexible billing arrangements. For our firm, we offer services to multiple countries, so cross-border payments are a necessity. AccountGroove has that buttoned down. Additionally, variable payment schedules make selling packages easier without worrying about tracking when payments are due. Manual and automatic payments are game-changing—no more following up on outstanding payments. Outstanding support!"

Mark Stovel, CPA
CEO & Founder, FirmNexus

"Over the years we’ve been consistently impressed by the quality of the product and the outstanding support from the team. The platform’s automation of bill collection has completely eliminated our accounts receivable headaches. Plus including additional service options like bookkeeping in our proposals, even if they weren’t mentioned in the discovery call, has really boosted our cash flow and made operations so much smoother for us."

Timothy Horning, CPA
Corporate Partner, Medina Horning & Kruse LLP

"Allowing your leads and clients to select a package set of services is a game charger. We use to send multiple engagements back and forth that weren't ideal for our sales process. The product is well designed without unnecessary features keeping the process very straightforward compared to its competitors. Once we uploaded all proposals we just monitored our billing and watched the payments come through!"

Nevada Ryan
Tutor & President, The New Education Initiative

"An amazing team with extensive experience in this field. The tech is a joy to use, and they are highly responsive to our requests. I can easily see them becoming a top platform. How the proposals are set up to drive more sales and the amount of time it saves our team. Once you automate your billing flow you’ll be shocked how much time is wasted billing manually that could be used to create revenue."

Daniel Tobon, CISSP
Founder & Technology Strategist, TSquared

Accelerate cash flow and maximize revenue!

"AccountGroove’s pricing strategy recommendations gave me a whole new level of confidence in my services. The ability to easily upsell without feeling pushy has helped me increase average client value significantly.

Samantha Musser, CPA
Owner, Chime CPA

Trusted by businesses like yours.

5/5 on Capterra
5/5 on SA