Every transaction,
organized automatically
TXN helps accounting agencies manage bank transactions across all their client organizations — with rules-based automation, powerful reporting, and a clean multi-tenant workspace.
Everything your agency needs
Built for accounting professionals who manage multiple clients and need reliable, auditable transaction workflows.
Rules Engine
Define conditions and actions to automatically categorize, tag, and assign transactions as they come in.
Financial Reports
P&L, income by customer, and expenses by vendor — with secondary groupings and date presets.
CSV Import
Import transactions from any bank statement. Smart column detection maps fields automatically.
Hierarchical Categories
Build a full chart of accounts with parent/child categories mirroring your accounting structure.
Multi-Org Workspace
Manage unlimited client organizations under one agency login. Switch context in one click.
Secure by Default
Row-level security, tenant isolation, and role-based access across every table and route.
Simple, transparent pricing
No hidden fees. Cancel anytime.
Get started at no cost.
- 1 organization
- 200 transactions/mo
- 1 member
- 2 rules
- Basic reports
For growing accounting teams.
- 3 organizations
- 2,000 transactions/mo
- 5 members
- Unlimited rules
- Projects & tags
- All report types
For established agencies.
- 15 organizations
- 10,000 transactions/mo
- 15 members
- Invoicing
- File attachments (5 GB)
- Priority support
Unlimited scale, full integrations.
- Unlimited organizations
- Unlimited transactions
- Unlimited members
- QuickBooks & Plaid
- API access
- SSO / SAML
Frequently asked questions
Who is TXN for?+
TXN is built for accounting agencies and bookkeepers who manage bank transactions across multiple client organizations. It's also useful for solo accountants with a single client portfolio.
How does the rules engine work?+
You define conditions (e.g., description contains 'Amazon', amount greater than $50) and actions (assign category, set vendor, apply tag). Rules run automatically when transactions are imported.
Can I import transactions from my bank?+
Yes. TXN accepts CSV exports from any bank. The import wizard detects column mappings automatically, and you can review and adjust before confirming.
What reports are available?+
Profit & Loss, Income by Customer, and Expenses by Vendor. All reports support secondary groupings, custom date ranges, and CSV export.
Is my data isolated from other customers?+
Yes. Every table is scoped by agency ID with row-level security enforced at the database level. One agency can never access another's data.
Can I try TXN before paying?+
Yes — the Free plan is free forever with no credit card required. Upgrade when you need more organizations or transactions.