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Asked most often
Through Plaid, in under 30 seconds, for both US and Canadian banks. Transactions then import automatically — no manual entry. Your credentials stay with your bank; AgentXpense only ever receives read-only transaction data.
You choose Monthly or Annual billing before anything is charged. No credit card is required to start the trial, and nothing is charged automatically without your confirmation.
No. Bank sync, receipt scanning, and deal tracking are unlimited on every account, however many transactions or deals you run in a month. There is only one plan, and it includes every feature.
Export tax-ready reports to PDF or CSV in one click — expenses, income, commissions, and full financial summaries, organized the way an accountant expects to receive them.