Pricing

Two plans. Unlimited users. Unlimited clients.

Pennix is an accounting AI workforce designed to manage an accounting practice as a whole — priced on the work the AI team does (pages handled, client emails written, Atlas questions answered), never per seat. Plans from $325/month, with a discounted first month on monthly billing.

Pennix Solo

For independent preparers and small practices with a controlled recurring intake volume.

$150 first month
$150first month

then $325/mo · or the $3,500/yr Season Pass, save $400

$3,500/yrSeason Pass

≈ $292/mo billed once a year · save $400 vs monthly

  • Processing power for around 500 clients on average — never a client cap
  • Unlimited users & unlimited clients
  • 1,000 document pages / month (12,000 / year banked on annual)
  • 500 chasing emails / month (6,000 / year banked on annual)
  • 50 Atlas queries / month (600 / year banked on annual)
  • Vera, Marco, Lilly, Piper & Atlas — the whole AI team, hired
Choose Solo — $150 first month Season Pass — $3,500/yr

The discounted first month applies to monthly billing. Monthly plans renew at $325/mo and can be cancelled before any renewal.

Most popular

Pennix Firm

For multi-person firms and tax departments where incoming work interrupts several professionals.

$400 first month
$400first month

then $850/mo · or the $9,000/yr Season Pass, save $1,200

$9,000/yrSeason Pass

≈ $750/mo billed once a year · save $1,200 vs monthly

  • Processing power for around 2,000 clients on average, or fewer with heavy document loads — never a client cap
  • Unlimited users & unlimited clients
  • 2,500 document pages / month (30,000 / year banked on annual)
  • 1,500 chasing emails / month (18,000 / year banked on annual)
  • 500 Atlas queries / month (6,000 / year banked on annual)
  • Vera, Marco, Lilly, Piper & Atlas — the whole AI team, hired
Choose Firm — $400 first month Season Pass — $9,000/yr

The discounted first month applies to monthly billing. Monthly plans renew at $850/mo and can be cancelled before any renewal.

Enterprise

Multi-office practices, custom allowances, and the full agent roster — shaped around your firm.

Custom

Volume pricing on an annual agreement

  • Everything in Firm
  • Custom page, email and Atlas allowances
  • Multi-office setup and white-glove onboarding
  • Security review and DPA on request
Contact us

Pick a time on the calendar and tell us about your practice on the call.

Book a demo

Watch the AI team work a real client file before you choose a plan — on your schedule.

No obligation · nothing to install

  • See intake, review and client follow-up end to end
  • Bring your own sample file
  • Straight answers on fit, capacity and security
Book a demo

Pick a time on the calendar — you get the confirmation straight away.

Live pricing is temporarily unavailable — current plans and prices are shown in the app after you sign in. Please try again in a moment.

Monthly plans renew until you cancel — cancel before any renewal from Billing. Every checkout collects your first name, last name and work email before payment, and you are charged only for the plan you select.

All purchases are final — fees and processing capacity are non-refundable, on monthly and annual plans alike (refund policy). No free trial: the first month on monthly billing is discounted instead.

On every plan

The whole AI team, on every plan.

Solo and Firm differ in capacity, not in who shows up. Five named agents, unlimited users, unlimited clients — and everything below is included.

The five agents

Vera receives, reads, renames and files every page. Marco checks each intake against last year's file and flags what's missing. Lilly writes to clients for it. Piper builds and sends each organizer. Atlas answers your team's questions about your own files.

Your firm, your way

Unlimited users and unlimited clients. Your own intake address and client portal. Documents named and filed with your conventions. Engagement letters and e-signatures built in. A trust level per agent — from ask-first to fully hands-off.

On the record, protected

A complete record of everything the AI team does. Personal identifiers masked before any AI model reads a page. Your data never used to train AI. SOC 2-ready, encrypted in transit and at rest, and private to your firm.

Side by side

What each plan carries.

Allowances are what the AI team does for you in a month — the Season Pass banks the full year's allowance up front.

Per month
Solo
Firm
Document pages read, renamed and filed
1,000 pages
2,500 pages
Client emails written by Lilly
500 emails
1,500 emails
Atlas questions answered
50 queries
500 queries
Banked on the Season Pass (per year)
12,000 pages · 6,000 emails · 600 queries
30,000 pages · 18,000 emails · 6,000 queries
Users · clients · agents
Unlimited · unlimited · all five
Unlimited · unlimited · all five
Monthly · first month
$325 · $150 first month
$850 · $400 first month
Season Pass (per year)
$3,500 · save $400
$9,000 · save $1,200
Need more than Firm?
—
Enterprise — contact us

Ran hot mid-season? Both plans can be topped up from Billing without changing plan.

Busy season is already on the calendar. Decide who works the inbox.

Choose Solo or Firm and the AI team is on the clock from the first document that arrives — or book a demo and watch it work first.

See the plans Book a demo

Discounted first month · cancel before any renewal · all purchases are non-refundable — and Pennix never files anything without your team's review.