InfoConnectorRead-only. Your money stays put.
Bank and credit card connections through Plaid read your account activity. They cannot initiate transfers, pay bills or move your money. Your subscription is billed separately.
Daily bookkeeping. Not monthly lag.
Run your business.
Know your numbers.
Financial clarity. Every day.
Card upfront · 1 bank connection during trial · Automatically billed after 30 days unless cancelled
Read-only bank connectionsWe never sell your financial dataComplimentary setup call
Our promise on your financial data
Your financial data is private. Period.
Your data is not our product.
We do not sell, rent or broker your transaction data, revenue numbers or vendor lists to advertisers, lenders or data brokers. We earn money from subscriptions, not from selling your financial information.
Your workspace. Your records.
Financial records are separated by workspace. Access is limited to your authorized team and authorized InfoConnector administrators providing support. Service providers process information needed to run the service; that is not a sale of your data.
The difference is when you know
A monthly snapshot isn’t enough
to run your business today.
For service-business owners with contractors, cash decisions happen all month. Your books should keep up.
What matters
Month-end approach
InfoConnector
When you see your numbers
A month-end snapshot
A continuously updated cash picture as bank activity clears
How transactions get sorted
A backlog to work through at month-end
High-confidence items file automatically; uncertain items stay visible for review
What keeps your books consistent
Re-explaining the same transactions
Accepted categories and learned rules that carry forward
What you hand your preparer
A last-minute scramble for transaction detail
Schedule C reports and transaction-level Web Connect exports
A comparison of workflows, not a claim about every bookkeeping provider. Bank availability, review and complete records still matter.
Connect first. Get clarity. Fine-tune together.
Connect your business accounts
Link checking, credit cards, Stripe or Square. See your cash picture as account activity arrives—without waiting for every category to be perfect.
Review the exceptions
High-confidence transactions file automatically. Review uncertain categories and transfer candidates, then build consistent rules from accepted choices.
Book your setup call
Use the in-app tour, then schedule a complimentary 30-minute call inside InfoConnector. We’ll help calibrate your categories, rules and year-end details.
Setup support is included with every plan.
Built for service businesses with contractors
Know what you have.
See what’s coming.
Cash with context
True Owner Cash starts with operating cash and subtracts recorded unpaid vendor bills and estimated tax still to set aside. Cash buckets show what you earmark for operations, taxes, owner pay and profit—without moving money.
Contractor pay, all year
See recorded contractor payments and year-to-date totals, then export them for your preparer. You stay responsible for W-9 collection, reportability decisions and filing tax forms.
Transfers, not inflated sales
Automatic transfer pairs must match opposite amounts to the penny. Ambiguous matches and categorized candidates come to you for confirmation instead of silently changing your books.
Break-even beside your target
See the monthly revenue needed to cover recorded business costs, alongside actual sales and your target. Recurring projections show expected money in and out based on bank history.
Cash and tax estimates are guidance, not a guarantee of safe spending. Unrecorded bills, future commitments, pending activity and category changes can affect your numbers.
Simple monthly pricing
One plan. One price. No tiers.
Daily bookkeeping support—including transaction categorization—is included, with unlimited transactions and 3 bank or card connections after trial. Your tax form is a setting, not a pricing tier: Schedule C or 1120-S, your choice inside the app. For 1120-S, complete a short initial form and a year-end checklist; a setup call is optional.
InfoConnector
$49.95 / month
Daily cash & profit clarity for your business. Schedule C or 1120-S — your choice, same plan.
- Free 30-minute setup call
- 3 bank or card connections
- Free Stripe & Square connections — no bank slots used
- Unlimited transactions
- Daily bookkeeping support
- Transaction categorization and exception review
- Monthly bank balance reconciliation
- Schedule C or 1120-S reports and year-end export
Additional bank or card connections: $5/month each
Catch-up: $24.98 per earlier current-year month · $249.80 for 10 months
Daily bookkeeping support is included. We categorize transactions from your connected business accounts, review uncertain categories and transfer candidates, and reconcile bank balances monthly. High-confidence items file automatically; uncertain items stay visible for review. You provide receipts and answers when needed. Tax filing, payroll processing, bill payment, custom charts of accounts and maintaining books in another accounting app are not included.
Additional bank or card connections: $5/month each. Stripe & Square connections are free and do not use bank or card connection slots.
Card required upfront. The trial includes one bank connection and data from your signup month onward. Unless cancelled before day 30, your monthly plan is charged automatically. Current-year catch-up is a one-time charge on your first paid invoice, at half your plan’s monthly price per earlier month. Prior years are quoted separately.
Current-year catch-up
Behind on your 2026 books?
Start now—not in January.
Import historical statements and let consistent rules take on the categorization backlog. Review still matters; timing depends on your account history and the information you provide. Keep your existing books current with monthly or quarterly transaction exports instead of leaving the whole handoff to year-end.
Our Bookkeeping Accuracy Guarantee
If a mistake in your books is ours, we fix it free—including errors in our categorization, reconciliation and reporting of connected bank, Stripe and Square transactions. We correct your books and provide updated reports for your preparer.
This does not cover incomplete or incorrect information you provide, your Year-End Worksheet entries, tax returns, tax outcomes, penalties or interest. InfoConnector provides bookkeeping and reporting services, not tax preparation, tax advice or legal advice.
A few things worth knowing.
Can InfoConnector move money from my bank account?
No. Bank and credit card connections through Plaid are read-only. They cannot transfer funds or pay bills. Your InfoConnector subscription is a separate charge authorized when you subscribe.
Do you sell or share my financial data?
We never sell, rent or broker your financial data. Your authorized team and authorized InfoConnector administrators can access your records. Service providers—including connected account services and AI providers used for supported features—process information needed to deliver the service. We do not give advertisers or data brokers your financial records.
Will everything be categorized the moment I connect?
Not necessarily. Your dashboard can show money in and out while detailed categories are still being refined. High-confidence items file automatically; uncertain transactions need review. Use the in-app tour and book your complimentary 30-minute setup call to calibrate categories and rules.
Can I keep using my existing accounting books?
Yes. Download transaction-level .QBO (Web Connect) files by account and date range, with categories in the memo. Monthly or quarterly uploads can keep your existing books current. These are file exports, not automatic synchronization: supported imports, account mapping, duplicate handling and final categorization depend on your accounting software and workflow. Confirm the handoff with your preparer.
How does the 30-day free trial work?
Create an account, choose a plan and provide a card upfront. The trial includes one bank connection and activity from your signup month onward. Unless cancelled before day 30, your selected plan is charged automatically. Earlier current-year months unlock with paid catch-up, billed on your first paid invoice.
Is this tax preparation?
InfoConnector provides bookkeeping and reporting services, not tax preparation, tax advice or legal advice.
Your next cash decision shouldn’t wait
Stop waiting until month-end
to understand your business.
Connect your account, see your cash picture and get help fine-tuning your books.
30 days · Card upfront · Cancel before day 30 to avoid the automatic charge