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plans & Pricing

Plans built to hit your growth goals.

Grab the perfect plan by requesting a demo for your firm to start attracting premium clients and scale recurring revenue.

Scale

End-to-end profit optimization and premium client care for established firms ready to scale.
$550 / month
Request Demo →
Grow Plan +
Unlimited users
3 custom proposal templates & 1:1 review with account expert (annual plan)
Proposal reviews
Ongoing marketing email subdomain warm-up
24 months of email marketing campaign templates
Unlimited form templates & advanced automations
2-way SMS marketing compliance setup done-for-you
Google reviews automation
Zapier PM setup & management
Hands-free migration support with account manager
Slack piority support channel < 1 hr. response

Grow

Advanced lead-to-paid automation for firms ready to convert ideal leads into premium deals.
$290 / month
Request Demo →
Core Plan +
5 users
1:1 dedicated onboarding & resource portal
2 custom proposal templates & 1:1 review with success expert (annual plan)
Renew proposals in bulk
Unlimited custom deal pipelines
Lead scoring filtering ideal clients for you
Unlimited email marketing campaigns
Marketing email subdomain & 1 month warm-up
12 months of email marketing campaign templates
Calendar with custom domain & automation templates
5 online form templates with automation templates
Social media planner & automated posting
Referral tracking & request automation
Custom reporting from lead-to-paid
Quarterly pipeline & proposal call with success expert
Slack support channel < 3 hr. response

Core

Essential lead tracking and proposal to billing automation for the self-starter firm.
$220 / month
Request Demo →
Core Features
2 users
Unlimited clients
Unlimited branded proposals & e-signatures
1 custom proposal template & 1:1 review with success expert (annual plan)
1 custom deal pipeline
Accelerated 2-day payouts
1 lead online form template
Calendar scheduling
Dashboard analytics & reporting
Same-day email & in-app support

Scale

Save 17% billed annually
End-to-end profit optimization & automation for established firms ready to scale.
$497 / month
Request Demo →
Grow Plan +
Unlimited users
3 custom proposal templates (annual plan)
Proposal reviews
Ongoing marketing email subdomain warm-up
24 months of email marketing campaign templates
Unlimited form templates & advanced automations
2-way SMS marketing setup done-for-you
Google reviews automation
Zapier PM setup & management
Hands-free migration support w/ account manager
Slack piority support channel < 1 hr. response

Grow

Save 17% billed annually
Advanced lead-to-paid automation for firms ready to convert ideal leads into premium deals.
$247 / month
Request Demo →
Core Plan +
5 users
1:1 dedicated onboarding & resource portal
2 custom proposal templates (annual plan)
Renew proposals in bulk
Unlimited custom deal pipelines
Unlimited email marketing campaigns
Marketing email subdomain & 1 month warm-up
12 months of email marketing campaign templates
Calendar w/ custom domain & automation templates
5 online form templates with automation templates
Social media planner & automated posting
Referral tracking & request automation
Quarterly strategy call w/ account manager
Slack support channel < 3 hr. response

Core

Save 15% billed annually
Essential lead tracking and proposal to billing automation for the self-starter firm.
$197 / month
Request Demo →
Core Features
2 users
Unlimited clients
Unlimited branded proposals & e-signatures
1 custom proposal template (annual plan)
1 custom deal pipeline
Accelerated 2-day payouts
1 lead online form template
Calendar scheduling
Dashboard analytics & reporting
Same-day email & in-app 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 to achieve your firm's growth goals:

Scale
End-to-end profit optimization & automation for established firms ready to scale.
$550 / month
Request Demo →
Grow
Advanced automation for firms ready to convert ideal leads into premium deals.
$270 / month
Request Demo →
Core
Essential lead tracking and proposal to billing automation for the self-starter firm.
$220 / month
Request Demo →
Clients
Active & non-active clients with signed proposals
Unlimited
Unlimited
Unlimited
Team
Active user accounts
Unlimited
Up to 5
Up to 2
Pipeline
Capture leads & manage sales pipelines
Unlimited
Unlimited
1
Customizable lead stages to your firm's deal flow
Lead-to-paid automation with proposals linked to opportunities
Premium lead scoring that filters your leads for you
Marketing Campaigns & Newsletters
Email marketing campaigns
Unlimited
Unlimited
Dedicated marketing email subdomain to protect business email
Warm-up marketing email subdomain for realiable inbox delivery
Ongoing
1 Month
Newsletter campaign templates (pre-populated)
24 months
12 months
Social media planner with automated posting
2-way SMS marketing campaigns
Setup 2-way SMS marketing compliance
Done-for-You
Guided
Marketing list clean up (Unsubscribe, bounced, spam management)
Stale lead follow up email templates (not opening emails)
Online Forms
Create & send branded custom online forms
Smart form templates (contact, lead magnet, pricing calculator, etc)
Unlimited
Up to 5
1
Embed online forms into calendar
Online form automation templates
Calendar
Calendar & scheduling automation
Customize your booking link
Control your meeting availability
Connect to Zoom or Google Meet
Automate meeting reminder templates
'No show' follow up automated email templates
Automated call follow up email templates
Proposals
Branded smart proposals for desktop & mobile
Unlimited
Unlimited
Unlimited
E-signatures
Unlimited
Unlimited
Unlimited
Multiple e-signatures per proposal (coming soon)
Up to 2
Up to 2
1
Proposal templates (pre-populated)
Top-Performing
Top-Performing
Industry Standard
Service templates (pre-populated)
Top-Performing
Top-Performing
Industry Standard
Custom-configured proposals with intelligent pricing, value framing & niche-specific positioning (guided by account manager for Grow & Scale plans only)
Up to 3
(annual plans only)
Up to 2
(annual plans only)
1
(annual plans only)
Proposal reviews and approvals with account expert
Proposal tier packages (up to 3)
Automatic payment details collection at e-signing proposal
Flexible billing (recurring, one-time, deposits, hourly, monthly, etc.)
Adjust pricing to signed proposal
Proposal status tracking system
Extend services to existing proposal (ad-hock invoicing)
Proposal renewals
Bulk
Bulk
Bulk
Adjust renewal pricing in bulk
Ongoing proposals
Personalized videos (Loom, YouTube or Vimeo)
Proposal & Service Templates
Industry standard proposal & service templates (pre-populated)
Top-converting industry templates (pre-populated)
Custom proposal templates (guided by account manager for Grow & Scale plans only)
Up to 3
(annual plans only)
Up to 2
(annual plans only)
1
(annual plans only)
Industry standard engagement terms template (pre-populated)
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 (ad-hoc invoicing)
1:1 support for rejected payments & recovery
Expert Support
Expert Support
Self-Service
1:1 expert Stripe account optimization & ongoing support
Payments
Adjust payment options per client
Automatic payment details collection at e-signing proposal
Automatic payment collection
Full ownership of your Stripe account and client payments
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
(after bank clears)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
ACH payouts speed (business days)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
Referral & Reviews
Referral tracking & request automation
Google reviews automation
Integrations
QuickBooks Online
Zapier
Zapier with setup & management
Annual Plans Only
Reporting & Analytics
Real-time business insights dashboard of leads, pipeline & clients
Pipeline, proposal performance & conversion reporting
Tracking top-performing referral partners, channels & campaigns
Average time to close & sales cycle length analysis
Revenue forecasting based on active opportunities
Customer Success
1:1 tailored onboarding portal & setup support with success expert
Custom proposal template (guided by account manager for Grow & Scale plans only)
Up to 3
(annual plans only)
Up to 2
(annual plans only)
1
(annual plans only)
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, marketing, sales, AI)
1:1 dedicated account management via Slack & email
Email and in-app support
< 1 Hr. Response
< 3 Hr. Response
Same-Day Response
1:1 account management 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
Onboarding portal with help docs & videos
AI sales tools
Schedule a call for a quote.
AI generated content in your unique brand voice
Add-on
Add-on
Add-on
Automate posting to your preferred social platforms
Add-on
Add-on
Add-on
Automate content creation and scheduling
Add-on
Add-on
Add-on
Scale
End-to-end profit optimization & automation for established firms ready to scale.
$497 / month
Save 17% billed annually
Request Demo →
Grow
Advanced automation for firms ready to convert ideal leads into premium deals.
$247 / month
Save 17% billed annually
Request Demo →
Core
Essential lead tracking and proposal to billing automation for the self-starter firm.
$197 / month
Save 15% billed annually
Request Demo →
Clients
Active & non-active clients with signed proposals
Unlimited
Unlimited
Unlimited
Team
Active user accounts
Unlimited
Up to 5
Up to 2
Pipeline
Capture leads & manage sales pipelines
Unlimited
Unlimited
1
Customizable lead stages to your firm's deal flow
Lead-to-paid automation with proposals linked to opportunities
Premium lead scoring that filters your leads for you
Marketing Campaigns & Newsletters
Email marketing campaigns
Unlimited
Unlimited
Dedicated marketing email subdomain to protect business email
Warm-up marketing email subdomain for realiable inbox delivery
Ongoing
1 Month
Newsletter campaign templates (pre-populated)
24 months
12 months
Social media planner with automated posting
2-way SMS marketing campaigns
Setup 2-way SMS marketing compliance
Done-for-You
Guided
Marketing list clean up (Unsubscribe, bounced, spam management)
Stale lead follow up email templates (not opening emails)
Online Forms
Create & send branded custom online forms
Smart form templates (contact, lead magnet, pricing calculator, etc)
Unlimited
Up to 5
1
Embed online forms into calendar
Online form automation templates
Calendar
Calendar & scheduling automation
Customize your booking link
Control your meeting availability
Connect to Zoom or Google Meet
Automate meeting reminder templates
'No show' follow up automated email templates
Automated call follow up email templates
Proposals
Branded smart proposals for desktop & mobile
Unlimited
Unlimited
Unlimited
E-signatures
Unlimited
Unlimited
Unlimited
Multiple e-signatures per proposal (coming soon)
Up to 2
Up to 2
1
Proposal templates (pre-populated)
Top-Performing
Top-Performing
Industry Standard
Service templates (pre-populated)
Top-Performing
Top-Performing
Industry Standard
Custom-configured proposals with intelligent pricing, value framing & niche-specific positioning (guided by account manager for Grow & Scale plans only)
Up to 3
(annual plans only)
Up to 2
(annual plans only)
1
(annual plans only)
Proposal reviews and approvals with account expert
Proposal tier packages (up to 3)
Automatic payment details collection at e-signing proposal
Flexible billing (recurring, one-time, deposits, hourly, monthly, etc.)
Adjust pricing to signed proposal
Proposal status tracking system
Extend services to existing proposal (ad-hock invoicing)
Proposal renewals
Bulk
Bulk
Bulk
Adjust renewal pricing in bulk
Ongoing proposals
Personalized videos (Loom, YouTube or Vimeo)
Proposal & Service Templates
Industry standard proposal & service templates (pre-populated)
Top-converting industry templates (pre-populated)
Custom proposal templates (guided by account manager for Grow & Scale plans only)
Up to 3
(annual plans only)
Up to 2
(annual plans only)
1
(annual plans only)
Industry standard engagement terms template (pre-populated)
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 (ad-hoc invoicing)
1:1 support for rejected payments & recovery
Expert Support
Expert Support
Self-Service
1:1 expert Stripe account optimization & ongoing support
Payments
Adjust payment options per client
Automatic payment details collection at e-signing proposal
Automatic payment collection
Full ownership of your Stripe account and client payments
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
(after bank clears)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
ACH payouts speed (business days)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
Referral & Reviews
Referral tracking & request automation
Google reviews automation
Integrations
QuickBooks Online
Zapier
Zapier with setup & management
Annual Plans Only
Reporting & Analytics
Real-time business insights dashboard of leads, pipeline & clients
Pipeline, proposal performance & conversion reporting
Tracking top-performing referral partners, channels & campaigns
Average time to close & sales cycle length analysis
Revenue forecasting based on active opportunities
Customer Success
1:1 tailored onboarding portal & setup support with success expert
Custom proposal template (guided by account manager for Grow & Scale plans only)
Up to 3
(annual plans only)
Up to 2
(annual plans only)
1
(annual plans only)
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, marketing, sales, AI)
1:1 dedicated account management via Slack & email
Email and in-app support
< 1 Hr. Response
< 3 Hr. Response
Same-Day Response
1:1 account management 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
Onboarding portal with help docs & videos
AI sales tools
Schedule a call for a quote.
AI generated content in your unique brand voice
Add-on
Add-on
Add-on
Automate posting to your preferred social platforms
Add-on
Add-on
Add-on
Automate content creation and scheduling
Add-on
Add-on
Add-on

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