Simple, transparent pricing
Free for teams using Summit Spend cards. Pay per active user for BYOC and advanced features.
Professional
For Sage Intacct users & growing teams
$150/mo minimum
14-day free trial
Compare all features
| Feature | Free | Starter | Professional | Enterprise |
|---|---|---|---|---|
| Cards & Connections | ||||
| Summit Spend issued cards | ||||
| Spending controls & limits | ||||
| Auto-lock for missing receipts | ||||
| Plaid bank/card connections | 3 accounts | Unlimited | Unlimited | |
| Transaction Coding | ||||
| Manual GL coding | ||||
| Quick codes | ||||
| Coding rules | 5 rules | 10 rules | Unlimited | Unlimited |
| AI categorization suggestions | ||||
| AI auto-apply with autonomy controls | ||||
| Dimensions | ||||
| GL Account + 2 dimensions | ||||
| All 10 Sage Intacct dimensions | ||||
| Custom dimension labels | ||||
| Receipts | ||||
| Receipt upload + OCR | ||||
| Email receipt forwarding | ||||
| Auto-match to transactions | ||||
| Approvals & Policies | ||||
| Single-level approval | ||||
| Multi-level approval chains | ||||
| Expense policies | Basic | Advanced | Advanced | |
| AI Policy Agent | ||||
| ERP Integration | ||||
| CSV export | ||||
| Sage Intacct sync | ||||
| Real-time bidirectional sync | ||||
| Analytics & Reporting | ||||
| Dashboard + basic charts | ||||
| Custom reports | ||||
| Scheduled reports | ||||
| Anomaly detection | ||||
| Organization | ||||
| Users | Up to 25 | Up to 50 | Unlimited | Unlimited |
| Roles | Admin + Member | Admin + Member | Custom roles | Full RBAC |
| Multi-entity | ||||
| Audit log | ||||
Frequently asked questions
What counts as an active user?
A user is "active" in a billing cycle if they logged in, had transactions on a connected account, or approved a transaction. Admin-only users who only manage settings are not counted.
Can I use Summit Spend for free?
Yes! Teams using Summit Spend issued cards get free access to core features including GL coding, receipt OCR, single-level approvals, and AI categorization. Interchange revenue from card transactions funds the free tier.
What happens when my trial ends?
After your 14-day trial, you can subscribe to keep Professional features, downgrade to Starter, or continue free with Summit Spend cards. You won't lose any data.
Do you offer annual billing discounts?
Yes, annual billing saves approximately 20% compared to monthly billing.
Can I change plans at any time?
Absolutely. Upgrade or downgrade at any time from your billing settings. Upgrades take effect immediately, and downgrades take effect at the end of your current billing period.
Do I need a Sage Intacct license?
Yes, Sage Intacct integration on the Professional plan requires your own Sage Intacct subscription. Summit Spend connects to your existing Intacct instance via OAuth.
Ready to streamline your expense management?
Start your 14-day free trial with full Professional features. No credit card required.
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