Pricing
Simple pricing for connected financial work.
Woven replaces QuickBooks plus the disconnected tools around it — one platform, one bill, for businesses and the accounting firms that support them.
A base platform for your firm, then add each client at the wholesale price of the plan they need — usually a fraction of what QuickBooks + a portal costs per client.
Firm Platform
Everything your firm needs to run, plus your first 5 clients.
- The complete platform — every feature to run your practice, included
- White-label client portal — your logo & colors, no “Woven”
- Full double-entry ledger for every client
- Document requests, workflows & tasks
- Close management & firm dashboard
- E-signature & connected email client
- Firm & advanced reporting
- Unlimited staff seats
- All security — SSO, MFA, audit trail
- Your first 5 client files included
Then add clients
Wholesale — priced by the plan each client needs. Same plans as Business.
Starter
Core books · bank feed · reports
/ client · mo
Growth
+ AR/AP · AI intake · e-sign · budgets
/ client · mo
Pro
+ multi-entity · forecasting · AI advisory
/ client · mo
Example: a 40-client firm (20 Starter, 15 Growth, 5 Pro) pays about $745/mo — typically 30–40% below what the same firm pays for QuickBooks (wholesale) plus a client portal.
You bill the client
Pay the wholesale rate and bundle Woven into your service fee. You own the client relationship and keep the markup.
The client pays Woven
Pass it through: the client pays Woven the retail plan price directly, and you pay nothing for that client.
What each client plan includes
| Starter | Growth | Pro | |
|---|---|---|---|
| Included with your firm platformEvery client, every plan | |||
| White-label client portal — your brand | |||
| E-signature | |||
| Connected email client | |||
| Accounting & banking | |||
| Double-entry ledger | |||
| Free bank & card connections | |||
| Reconciliation | |||
| Invoicing & bills (AR / AP) | |||
| Sales tax | |||
| Estimates, POs, recurring, credit memos | — | ||
| Bill & invoice approvals | — | ||
| Inventory | — | — | |
| Multi-entity & consolidated | — | — | |
| Reporting & insights | |||
| P&L, Balance Sheet, Trial Balance | |||
| Budgets | — | ||
| Custom reports | — | ||
| Cash flow forecastingSoon | — | — | |
| AI advisory & insightsSoon | — | — | |
| Documents, AI & automation | |||
| Document storage | |||
| AI document reading | Light | Standard | High |
| AI statement reading | — | ||
| Deposit sync (Stripe / Square / PayPal) | — | ||
| Integrations | — | — | |
| Security & trustIncluded on every plan | |||
| Bank-grade encryption at rest | |||
| Multi-factor authentication | |||
| SAML single sign-on | |||
| Role-based permissions | |||
| Full audit trail | |||
| Automated backups & recovery | |||
| Team & support | |||
| Users / seats | Unlimited | Unlimited | Unlimited |
| Connected banks | 2 | 10 | Unlimited |
| AI statement reads / mo | — | 50 | Unlimited |
| Support | Priority | Priority | |
| Add-ons — any client | |||
| Bill Pay — vendor direct deposit | $6 / mo | $6 / mo | $6 / mo |
Add up your whole stack.
QuickBooks plus a client portal plus practice management plus e‑signature — Woven is all of it, on one bill, and typically 30–40% less than what a firm pays today.
Questions, answered.
How does per-client pricing work for firms?
You pay one monthly rate per active client, and staff seats are included at no extra charge. Because Woven is the book of record, that rate replaces what you'd pay for QuickBooks plus a client portal — usually a large saving per client.
What does “founding-firm pricing” mean?
Firms that join during our beta lock in the founding rate for the life of their account. Standard list pricing is higher; we won't raise the price on founding firms.
Is the AI included?
Yes — AI document reading, review, and drafting are fully included during the beta while we tune performance. AI stays human-verified, with a per-client kill switch you control.
Do bank connections cost extra?
No. Connecting bank and card accounts is always free. Pulling formal bank statements is available as an add-on.
Can we move our existing books over?
Yes. Woven imports your chart of accounts, customers, vendors, balances, and history from QuickBooks or Xero so you verify rather than re-enter.