Pricing
Flat monthly pricing. No per-report fees.
Priced by how many trust accounts you reconcile. Every plan produces the full signable NCREC package for each account, every month. 30-day free trial — no card required.
-
Starter
$99
Up to 2 trust accounts.
-
Professional
$179
Up to 5 trust accounts.
What every plan includes
- The full monthly package per account — worksheet, bank rec exhibit, trial balance, exception log, and audit-trail appendix.
- Automatic flagging of negative client ledgers and stale outstanding checks, with room for your written explanations.
- Your file cabinet of past reconciliations — always available to download, even if you cancel.
Billing questions
Do I need a card to start?
No. The 30-day trial needs no card. You add one only when you subscribe.
What if I cancel?
New packages stop generating, but every reconciliation you've already produced stays available to download — we never hold your records hostage.
Who handles payment?
Paddle, as merchant of record. Your card details go to Paddle, never to TrustRec.