Simple, transparent pricing
Bring your own corporate cards — from the major card issuers Plaid supports, plus Mastercard commercial feeds via CDF. Every plan includes automatic card sync, receipt capture, and rule-based coding; AI coding starts on Professional. Every seat is billed, with no minimum. Request access to get started.
Starter
For small teams getting started
plus a $999/yr platform fee
By request
Professional
For teams on Sage Intacct or QuickBooks Online (beta)
plus a $2,500/yr platform fee
By request
Compare all features
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Cards & Connections | |||
| Bring your own cards — from issuers Plaid supports | |||
| Plaid bank/card connections | 3 accounts | Unlimited | Unlimited |
| Sync-health monitoring | |||
| Transaction Coding | |||
| Manual GL coding | |||
| Quick codes | |||
| Coding 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 | |||
| QuickBooks Online sync (beta) | |||
| Scheduled dimension sync (every 6 hours) + on-demand refresh | |||
| Analytics & Reporting | |||
| Dashboard + basic charts | |||
| Custom reports | |||
| Scheduled reports | |||
| Anomaly detection | |||
| Organization | |||
| Users | Up to 50 | Unlimited | Unlimited |
| Roles | Admin + Member | Custom roles | Full RBAC |
| Multi-entity (parent + child entities) | Up to 5 entities | Unlimited | |
| Audit log | |||
Frequently asked questions
How is billing calculated?
Every member of your organization is billed as a seat — there's no minimum seat count and no distinction between active and inactive users. Add or remove a member and your seat count, and next invoice, changes accordingly.
Do you issue corporate cards?
No. Summit Spend is not a card issuer or a bank — it works with the corporate cards your organization already has. Connect them from the major card issuers Plaid supports, plus Mastercard commercial feeds via CDF, and keep your existing rewards and banking relationships.
How do I get access?
Request access and our team sets up your organization directly — there's no self-serve signup. We'll get you onto Starter or Professional so you're syncing and coding transactions from day one.
Do you offer annual billing discounts?
Yes. Annual billing lowers the platform fee on every paid plan, and on Professional it lowers the per-seat rate too. The exact savings vary by plan — see the pricing above for the current numbers.
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 my own Sage Intacct or QuickBooks Online (beta) subscription?
Yes. QuickBooks Online sync (currently in beta until we finish Intuit's production app review) is included on Starter and up; Sage Intacct sync requires Professional or Enterprise. Either way, sync connects to your existing instance via OAuth — Summit Spend does not resell ERP licenses.
Ready to get started?
Request access and we'll set you up with full Professional features.