AI Tax Accountant offers three ways to buy: a one-time First Report (the simplest way to try the platform), a Season Pass (a bundle of reports valid for 12 months), and a monthly or annual Subscription. The right choice depends on how often you need a refreshed set of financials.
First Report — try a single analysis
- Essentials First Report — $47. One report with GAAP P&L, expense categorization, and tax-ready PDF.
- Professional First Report — $97. One report with the full Professional output (Balance Sheet, Cash Flow, General Ledger, bilingual PDFs, QuickBooks-formatted Excel).
- If you upgrade to a matching Subscription within 7 days, your First Report price is credited toward month 1.
Season Pass — a one-time bundle, 12-month validity
- Essentials Pass — $297 for 2 reports (about $148/run).
- Professional Pass — $597 for 4 reports (about $149/run). Most popular option.
- Advisory Pass — $797 for 4 reports (about $199/run), with the Tax Strategy memo on every run.
- Add-on Run — $149 for one extra report if you finish your Pass and need another analysis.
- All passes are good for 12 months from purchase. No recurring charge.
Subscription — monthly or annual
- Essentials — $147/month, or $97/month billed annually ($1,164/yr).
- Professional — $297/month, or $197/month billed annually ($2,364/yr). Most popular.
- Advisory — $597/month (3-month minimum), or $397/month billed annually ($4,764/yr).
- Annual billing saves roughly one-third versus monthly. You can switch between monthly and annual from the Billing page.
Quick rule of thumb: choose a First Report to test the output, a Season Pass if you only need a few reports per year, and a Subscription if you want monthly financials and ongoing access to your dashboard. You can change your plan at any time.