Skip to main content

Which Plan is right for you?

Compare the Platinum, Diamond, Gold, Lite and Finance MCP plans to pick the right one.

Each plan below links to a full list of what it includes and what it leaves out.

Platinum Plan

Best for: Companies managing inventory across multiple warehouses who want full visibility in their business.

Features:

  • Advanced inventory management

  • Tracks many warehouses

  • Live in transit visibility

  • AI bill and PO reader

  • Inventory age tracking

  • Unit of measure and assembly items

  • FBA reconciliation automation

  • Seamless integration to Xero or QuickBooks

  • Free onboarding

  • Premium Support

  • All Diamond, Gold and Silver Plan features

Diamond Plan

Best for: Businesses needing item level data in QuickBooks.

Features:

  • All Gold and Silver Plan features

  • Syncs SKU level data to QuickBooks

  • Supports group items and multi packs

  • Converts multiple currencies to USD

  • Tracks fulfillment channels (including returns)

  • Landed cost tracking (paid add on)

  • Premium Support

Gold Plan

Best for: Businesses using QuickBooks or Xero and focusing on summarized financial reporting.

Features:

  • All Silver Plan features

  • Summarized sales, refunds and adjustments

  • P&L reports with 1 click

  • Cost of goods and inventory asset updates

  • 1099k matching for tax filing

  • Full transaction reconciliation

  • Live chat and call support

  • Free 1:1 onboarding

Lite plans

Best for: Small businesses that want a flat monthly price.

A Lite plan is a flat rate that covers up to a set number of orders a month. It leaves out some features, like Crunch, and Group Item or Multi-Pack products. To see them, go to the plan selection page and click For small businesses.

Finance MCP Plan

Best for: Sellers who only want to ask Claude or ChatGPT about their numbers.

Features:

  • Store connections

  • Item costs, so profit is real

  • Claude and ChatGPT access

It doesn't include reports, QuickBooks or Xero exports, or ConnectStock. See The Finance MCP plan.

Silver Plan (No longer available)

Best for: Companies that don't use QuickBooks or Xero but need clear insights into profits.

Features:

  • Displays net profits and COGS per SKU in ConnectBooks

  • Live sales feed

  • Highlights hidden costs and returns

  • PPC ad spend ROI analysis

  • Forecasts stock with smart alerts

ConnectBooks gives you faster, clearer data. Pick the plan that fits your accounting and inventory needs.

Frequently asked questions

Can I still sign up for the Silver Plan?

No. The Silver Plan is no longer available.

My account says Free plan. What can I do on it?

The Free plan is a legacy plan and is no longer available to new customers. See Free plan (legacy, no longer available).

Is landed cost tracking included in Diamond?

It's a paid add on.

Which plan sends item level data to QuickBooks?

Diamond and Platinum. Diamond syncs SKU level data to QuickBooks, and Platinum includes all Diamond features.

Can I move from Finance MCP to another plan?

Yes. You can upgrade to Gold, Diamond or Platinum. Your stores, item costs and AI apps stay when you upgrade.

Where can I see prices?

Did this answer your question?