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Build your plan
Payment
Next, you'll enter your card on Stripe's secure checkout page to start your trial. No charge today — you won't be billed until your 14-day trial ends, and you can cancel anytime in one step.
Review & sign
Scroll to the end to enable acceptance.
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You'll add your card on Stripe's secure page. Cancel anytime in one step.
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Account
Account & documents
Free trial ends—
Upgrade anytime to unlock sending, exports, and finished documents. Ending the trial permanently deletes your trial data.
Card on fileVisa ending 4242
Next charge—
Amount—
Your referral code—
Scan to open your signup link — your referral is applied automatically.
Share your code. Anyone who signs up with it gets 10% off their first bill. You earn 25% of each referral’s payment, and 4 paying referrals = one free month.
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New monthly total—
Transfer moves the account to a new owner, who must open their own account and pay their first month (no trial). Termination ends the account under the 30-day, pro-rated terms.
Document
✦
The Unbound Office
Your books, your day — in one place.
Clara
Good morning, Don.
All entities
Sample preview · your live numbers appear as you use Clara.
Daily briefing
0left
AI receptionistAnswers calls once your phone line is connected.
Receptionist name & voiceName your receptionist and choose how they sound on calls.
All clear — nothing left for today.
Upcoming
0 new
Nothing booked ahead.
By business
0
Yesterday's books
Jun 8
Income$0.00
Expense$0.00
Net$0.00
Inventory ledger
0
Reimbursements awaiting you
0
Your referral code
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View your code and scan-to-share QR.
Sales pipeline
CRM
Track leads and deals through your stages.
Documents
Invoices · Proposals
Generate invoices, proposals, and contracts from your templates.
General — not saved to a business
✦↑
Clara
Sales pipeline
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Clara
Documents
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New document
Recent documents
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Template library
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Your workspaces
Businesses & companies
Open one to enter its private, firewalled workspace.
Each business keeps its own books, locations, and Clara — fully separate.
Each business is kept strictly separate · ledger posting is human-approved.
P&P
Business
🔒 Isolated workspace · this client only
Locations
Meeting notes
Notes
Rides with the attachment — business purpose for accounting.
Follow-up meeting booked
Calendar: saving creates the next appointment automatically and links it back to this one.
This note attaches to the receipt and becomes the expense's business-purpose justification.