14-day money-back Every plan

Simple pricing.
Real value.

A whole AI finance team that can help you out every day. Pick a plan. Add credits as you grow.

Dotio

For solo operators or small teams who want the platform but aren't ready for AI.

$20 /mo

Billed monthly. Cancel anytime.

Get Dotio

No credit card required

Want to try AI? Buy a credit pack anytime, never expires.

What's included

  • Full Dotio app
  • Bookkeeping & general ledger
  • Client invoicing & payments
  • Vendor bills & expenses
  • Budgets, forecasts & planning
  • Reports & dashboards
  • 1 seat
  • Email support
  • AI agents not included
Dotio Teams

For teams running their finances on Dotio. Bigger team, more credits, your own contract.

Custom

Built around your volume.

Talk to us

Reply within 1 business day

Get back within 1 business day with a tailored plan.

Everything in Pro, plus:

  • Custom credit volume with discounts
  • Unlimited seats
  • Dedicated Slack channel with our team
  • Custom onboarding session
  • SSO & SAML
  • Custom contract (DPA, MSA)
  • Annual billing with PO
  • Priority feature requests

Need an enterprise plan? Talk to us · Accountants helping SME clients, get in touch.

Compare plans

Same product.
Different finance team.

Same modules, same product. The only thing that changes is your AI team.

Features Dotio Platform only Dotio Pro + AI team Dotio Teams Custom volume
The app
Bookkeeping & general ledger
Client invoicing & payments
Vendor bills & accounts payable
Accounts receivable & aging reports
Expenses (manual, photo, email forwarding)
Budgets & forecasts
Headcount, cost & scenario planning
Dashboards & reports (P&L, balance sheet, cash flow)
Fundraise tracking
Revenue tracking
Tax codes & multi-currency
Document storage
9 languages
Your AI team
AI agents (CFO, Bookkeeper, Accountant, Tax Guide, Analyst, Accounts Payable, Document Creator. More joining)add-on
Credits per month0Custom
Chat with your AI team-
Slack & Email (more channels soon)-
Email forwarding to your AI team-
Auto-categorize expenses-
Auto-book vendor invoices-
Scheduled weekly & monthly digests-
Volume discount on credits-
Team & support
Seats included1Custom
Email support
Priority response-
Dedicated Slack channel with our team-
Custom onboarding session-
SSO & SAML-
Custom contract (DPA, MSA)-

AI can make mistakes. Not legal, financial or tax advice. Double-check before acting.

Dotio Go

Your finance team,
in your pocket.

Voice. Chat. On-the-go. Talk to your team between meetings, snap a receipt, send an invoice from a coffee shop.

FAQ

Frequently
asked

Everything teams ask before they roll Dotio out. If something’s missing, our team replies within a few hours.

Talk to us 24/7
Do I need to understand finance to use Dotio?
No. That’s the whole point. You talk like you’d talk to a person. Your AI team understands finance - you don’t have to. We want you to ask in plain words, like you’d talk to a person.
Is there a free trial?
Plans come with a 14-day money-back guarantee (excl. credit packs). Full access and free onboarding from day one, and a full refund of your first payment if it’s not for you.
What happens when I run out of credits?
Your credits refresh every month, and plans are built to give you plenty. Need more? Top-ups are affordable and instant. If you ever run out, your AI agents simply pause until you top up or the next month starts. Everything else stays put: your data, dashboards, files, and reports.
Can I still use my own accountant?
Yes. Dotio works alongside your accountant, not instead of them. Give them access or export what they need in one click.
Is my data safe?
We take it seriously. Every company’s data is fully isolated from every other, encrypted in transit and at rest, and hosted with vetted providers, and we never sell it or use it to train AI models. No system can ever be guaranteed 100% secure, but you can see exactly how we protect yours on our Security page.
What languages do you support?
English, Spanish, Portuguese, French, German, Italian, and Polish. We’re building Dotio for every freelancer, founder, and small business in the language they work in, to make finance invisible.
Can Dotio work for my specific type of business?
Almost certainly. Dotio adapts to how your business works, from a hair salon to a B2B SaaS company. It’s general business software. One caveat, Dotio isn’t built for regulated activities like health, crypto, bank, fund, or insurer. For everyday business finance, it fits.

The AI finance team for
modern businesses.

Ask for an AI summary of Dotio

Making finance invisible for modern businesses. Join Dotio today and hire the team you can't afford

© 2026 Dotio. All rights reserved.
AI can make mistakes. Not legal, financial or tax advice.