Coming soon NextiaTax is launching soon. Be first in line when we open the doors.
Every plan includes AI document reading and your secure, Canada-hosted books. Upgrade when you grow.
No card required. Free forever.
For individuals and freelancers getting their receipts and expenses organized — free, forever.
Start freeor $4.16/mo billed annually — save ~2 months
The cheapest paid plan and the first with the AI assistant, plus CSV import and more pages.
Choose EssentialEverything in Starter, plus:
or $6.58/mo billed annually — save ~2 months
For solo owners ready to keep more receipts tax-ready, with bulk upload and more AI questions.
Choose LiteEverything in Essential, plus:
or $12.42/mo billed annually — save ~2 months
Adds bank feeds, a second team seat, more AI questions, and more room for a growing solo business.
Choose PlusEverything in Lite, plus:
or $20.75/mo billed annually — save ~2 months
For owners running up to three ventures, with more pages, more bank feeds, and priority support.
Choose BusinessEverything in Plus, plus:
or $33.25/mo billed annually — save ~2 months
Our most generous plan — up to ten businesses, the highest limits, and unlimited transactions.
Choose UltimateEverything in Business, plus:
Every new account starts with a 14-day trial of Plus features — no card required. After that you stay free on Starter unless you upgrade. Paid plans are billed securely through Stripe; we never see or store your card details.
Prices are in CAD before applicable tax. Paid plans renew automatically at the monthly or annual interval you choose until cancelled. Cancel before your renewal date to stop the next charge; access normally continues through the paid period. Monthly charges are generally non-refundable. Annual plans have a 14-day refund window and prorated refunds for unused complete months. Read the Billing & Refund Policy.
| Feature | Starter | Essential | Lite | Plus Popular | Business | Ultimate |
|---|---|---|---|---|---|---|
| Price (CAD/mo) | $0 | $4.99 | $7.99 | $14.99 | $24.99 | $39.99 |
| Businesses | 1 | 1 | 1 | 1 | 3 | 10 |
| Team seats | 1 | 1 | 1 | 2 | 5 | 15 |
| Pages / mo | 10 | 50 | 150 | 350 | 700 | 1,200 |
| Transactions / mo | 100 | 250 | 500 | 2,000 | 5,000 | Unlimited |
| AI document reading | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| AI assistant (questions/mo) | — | 25 | 50 | 100 | 300 | 500 |
| Projects & trip tracking | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Review workflow & bulk approve | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Vendor cleanup & spend by vendor | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Spending analysis (charts, trends, export) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| CSV import | — | ✓ | ✓ | ✓ | ✓ | ✓ |
| Bulk upload | — | — | ✓ | ✓ | ✓ | ✓ |
| Bank feeds (accounts) | — | — | — | 1 | 3 | 5 |
| T2125 PDF export | 1 / mo | 3 / mo | 3 / mo | 10 / mo | Unlimited | Unlimited |
| Team invites | — | — | — | ✓ | ✓ | ✓ |
| Priority support | — | — | — | — | ✓ | ✓ |
| Storage | 500 MB | 1 GB | 2 GB | 5 GB | 20 GB | 100 GB |
There are six plans (CAD): Starter $0, Essential $4.99/mo, Lite $7.99/mo, Plus $14.99/mo, Business $24.99/mo, and Ultimate $39.99/mo. Annual billing saves about two months.
You stay on the free Starter plan unless you upgrade. Nothing is charged automatically without a card on file.
Yes. Cancel from NextiaTax billing or the Stripe portal before your renewal date to stop the next charge. Access normally continues until the end of the period you already paid for; cancelling a no-card trial may end it immediately.
Yes. A paid plan renews at the monthly or annual interval you choose until you cancel. The billing interval and renewal timing are shown during checkout and in your billing account.
Monthly charges are generally non-refundable except for billing errors or where law requires otherwise. Annual purchases and renewals have a 14-day full-refund window; after that, you can request a prorated refund for unused complete months. See the Billing & Refund Policy.
Displayed plan prices are in Canadian dollars before applicable GST/HST, QST, PST, or other taxes. Checkout shows the amount and taxes before you confirm payment.
Start on the free plan. Upgrade only when you need more.
Free forever plan · No card to start · Identity secured by Microsoft Entra
