Partner rates

Wholesale pricing. Retail margins.

A flat, volume-based per-client rate that scales with your firm. No per-seat fees. No per-transaction tax.

No credit card required. Connect Xero or QuickBooks Online and process your first client receipts in minutes.

Choose your firm stage

Per-client cost drops as you grow. No contracts. Cancel any time.

1-10 clients

Starter Firm

For solo bookkeepers modernising their stack.

$39 /client/mo
  • AI-powered categorisation across 5 jurisdictions
  • Two-way Xero and QuickBooks Online sync
  • Per-client vendor rules learned over time
  • Email support
  • 300 tokens per client, pooled firm-wide
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No credit card required.

Most popular · 11-30 clients

Professional Firm

The sweet spot for growing practices.

$35 /client/mo
  • Everything in Starter
  • Priority email support
  • Lower overage ($0.117 / token)
  • $4/client cheaper than Starter
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No credit card required.

31+ clients

Practice Firm

Maximum margin for established firms.

$28 /client/mo
  • Everything in Professional
  • Dedicated Slack channel
  • Lowest overage ($0.093 / token)
  • Unlimited team members
Contact for migration

We onboard your existing client portfolio in a single setup pass.

Billing transparency

Mid-month additions are pro-rated

Add a client on the 20th and you only pay for the days used in the current cycle. The full per-client rate kicks in on the next renewal.

Archive any client to pause billing

When a client takes a break, archive the file to stop billing instantly. Captured data and audit trail are retained at no charge while archived.

How the firm-wide token pool works

With ExpenseFlow you do not buy a per-client allowance. You buy a firm-wide pool of document tokens. Quiet and busy clients balance each other out.

Client A
500 tokens (heavy month)
Client B
50 tokens (quiet month)
Client C
200 tokens (normal)
Firm-wide pool
750 used / 900 available
No overage. The quiet and busy clients offset each other.

If your firm exceeds the total pool, you pay the per-token overage rate for your tier. There is no per-client surcharge for going over on a single client.

How we count document tokens

You pay per document token, not per receipt. A single-line receipt is the base unit. Multi-line invoices burn more tokens because they take more AI work to extract correctly.

Document typeLine itemsTokens
Receipt / simple invoiceany (single total)1
Multi-line invoice1 - 103
Multi-line invoice11 - 206
Multi-line invoice21 - 30 (e.g. 25)9
Multi-line invoice4715
Failed extraction00

Formula: simple invoices = 1 token. Multi-line invoices = 3 × ceil(line items / 10). Failed extractions never charge.

What you do not pay for

$0
Your firm’s own books
Free internal use for your own practice.
$0
Staff seats
Add all your juniors. No per-seat fees.
$0
Client-side users
Unlimited employee submitters per client.
$0
Storage
7-year audit retention included.

Migration help, on us

Switching from Dext or Hubdoc

We handle the migration.

Dreading the switch from Dext or Hubdoc? You do not have to do it yourself. Practice tier accounts get the migration concierge service at no charge.

Vendor-rule export

We pull your existing vendor rules from Dext or Hubdoc.

First 5 client files configured

We set up your first 5 client files end to end.

Team walkthrough

A private Loom walkthrough for your team, recorded against your live data.

Pricing questions

The FAQ below covers the questions practices ask most often before they commit. If yours is not here, the contact page routes straight to the founder.

Frequently asked questions

Do I pay for clients who do not send receipts this month?

No. Archive any client file to pause billing instantly. Un-archive when the client returns (for example at tax season). Captured data and audit trail are retained at no charge while archived.

Can I charge my clients whatever I want?

Yes. ExpenseFlow bills the firm. You bill your client. Most partner firms charge $30 to $50 per month for the expense-management service, keeping the markup as gross profit.

What if I only have one client?

The partner program starts at one client. You still get the Starter wholesale rate and the full dashboard. The per-client price drops automatically as you grow into the Professional and Practice tiers.

How does the pooled token pool work?

Each client gets 300 document tokens per month, pooled firm-wide across every client in the account. Example: 10 clients = 3,000 tokens in the pool. If one client uses 500 and another uses 100, you only pay overage after exceeding the total pool. Quiet and busy clients offset each other.

How do you count document tokens?

A simple receipt (or single-total invoice) costs 1 token. A multi-line invoice costs 3 tokens for the first 10 line items plus 3 more per additional 10. A 25-line invoice burns 9 tokens. A failed extraction never charges. The full table is on this page.

What happens if I exceed the pool?

We charge a small per-token overage: $0.130 on Starter, $0.117 on Professional, $0.093 on Practice. You are notified at 80% and 100% of the pool before any overage applies.

Is the subscription billed in USD or local currency?

USD, across every jurisdiction. Receipt capture, VAT / GST coding, and sync to Xero or QuickBooks Online still run in your clients' local currency (GBP, AUD, NZD, CAD, SGD). Only the SaaS subscription is USD, so there is one consistent rate card.

Keep exploring

Ready to lower your per-client cost?

Start a free trial. Connect Xero or QuickBooks Online and process your first client receipts in minutes.

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