Core
Everything to sell, bill and get paid
billed monthly
- ✓Core financials + Chart of Accounts
- ✓Bank account sync (Plaid)
- ✓Real-time cash flow dashboard
- ✓Unlimited invoices
- ✓Estimates that come back with an answer
- ✓Contracts with e-signature
- ✓Public client portals
- ✓Projects with budget vs actual
- ✓Runny — ask about your business, or have it drafted
- ✓Estimates built from a photo
- ✓Email marketing the AI writes and draws for you
- ✓What your business is worth, from your own books
- ✓Inventory across warehouses
- ✓Payroll book — records and posts what you paid
- ✓Calendar and public booking links
- ✓Renders: a photo of the space → the finished work, in seconds
- ✓Unlimited users — no charge per seat
- ✓All 19 reports, with Excel and PDF
Complete
Everything, including your people, your stock and your phone
billed monthly
- ✓Everything in Core
- ✓3.5× the Runny questions — 100 a month becomes 350
- ✓2× the campaigns and 40× the emails — 20,000 a month
- ✓4× the campaign designs — 40 finished pieces a month
- ✓Virtual assistant — answers your phone, texts and WhatsApp
- ✓Customer messages — two-way texting from your business line, 2,500 texts a month
- ✓Time clock with geofencing
- ✓Fleet and GPS routes
- ✓Deliveries: map dispatch, driver app, proof of delivery and SMS tracking
- ✓Point of sale for restaurants, bars, stores and salons — terminal, kitchen display, online ordering
- ✓Hiring — AI-written postings, resumes read and scored, candidates texted, interviews booked; 3 positions open at once
- ✓Sales commissions
- ✓Priority email + chat support
Multi
Everything, across all your companies
billed monthly
- ✓Everything in Complete
- ✓Up to 10 companies, one login
- ✓Unlimited AI estimates and AI categorization
- ✓Unlimited texts to customers
- ✓Unlimited open positions
- ✓We migrate your books for you
- ✓Dedicated account manager
- ✓Enforced two-factor sign-in and session timeouts you set
- ✓Six roles, from owner to view-only, per company
All plans include a 15-day free trial. Cancel anytime — no refund on partial months.
Complete is where the software starts working for you
Core keeps your books and lets you try everything. Complete is the same product with room to use it — 2× the campaigns, and the parts that do the work instead of recording it.
And the five things Core leaves out — the time clock, the fleet, deliveries, the point of sale, and the assistant that answers your calls — arrive with it.
The $160 between Core and Complete buys you
- ✓A virtual assistant answering your business line, booking work and texting payment links — 300 minutes a month included
- ✓A time clock your crew punches from their phone inside a geofence, with the hours landing in the payroll book
- ✓Your vehicles on a live map, and a dispatch board for deliveries — drivers on an app, proof of delivery, recipients texted a tracking link
- ✓A touch point of sale for a restaurant, bar, store or salon: tables, kitchen screen, split checks, tips, QR ordering — every sale straight into the books
- ✓Sales commissions calculated for you, priority support, and the AI stops being rationed: 3.5× the Runny questions, 40× the emails, 4× the designs
The step up to Multi buys you
- ✓Up to ten companies on one login, each with its own books, kept properly apart
- ✓We migrate your existing books for you rather than handing you an import screen
- ✓Two-factor sign-in you can force on everyone, and session timeouts you set yourself
- ✓The largest allowances: 700 Runny questions, 400 assistant minutes, 80 AI estimates
- ✓A named person to call, not a queue
What each plan includes every month
| Core | Complete | Multi | |
|---|---|---|---|
| Bank transactions | Unlimited | Unlimited | Unlimited |
| AI categorisation suggestions | 500 | 1,000 | Unlimited |
| Questions to Runny | 100 | 350 | 700 |
| Virtual assistant minutes | Not included | 300 | 400 |
| AI estimates | 15 | 50 | Unlimited |
| Marketing emails a month | 500 | 20,000 | 50,000 |
| Designs the AI draws | 10 | 40 | 80 |
| Delivery tasks per month (pickups and dropoffs) | Not included | 300 | 750 |
| Texts to customers a month | Not included | 2,500 | Unlimited |
| Campaigns a month | 2 · max 2 a week | 4 · max 2 a week | 8 · max 2 a week |
The designs are the part that usually costs money. Every campaign here comes back already drawn — your colours, your logo, made for that campaign — so there is no designer to brief and no stock image to settle for. That is what the number in this row is: finished artwork, not credits.
We keep working and add a block to your next invoice. Your phone never stops answering — it is the front door of your business, and the month you use it most is the month things are going well.
You can see what you have used at any time in Settings → Usage.
Billing questions
What happens after my 15-day trial?
On day 16, your card is automatically charged for your selected plan. We'll send you a reminder email 3 days before. You can change plans or cancel anytime from Settings.
Can I cancel anytime?
Yes. Cancel from Settings → Billing. You keep access until the end of your current billing period. No refunds on partial months — see our Cancellation Policy.
Can I switch plans?
Yes, anytime. Upgrades take effect immediately (prorated). Downgrades take effect at your next billing cycle.
Do you offer annual discounts?
Yes — pay annually and get 2 months free (16% savings). You can switch between monthly and annual anytime.
Is there an Enterprise tier?
If you need custom contracts, dedicated infrastructure or volume pricing, write to info@tmadvisorsgroup.com. We are not SOC 2 certified and do not claim to be — what we do run is set out on the security page.