Starter
$49 / mo
Single org, bank feeds, categorization, and monthly P&L.
Pricing & products
Modules, tiers, and catalog rates
Two products, three tiers each. Books (open signup) for operating ledgers; allocation (self-serve) for portfolio monitoring — or run both together. Experimental frameworks such as Flywheel live in Labs as private-beta methodology previews.
Books · Open signup
Bookkeeping & financial statements
Double-entry workspace with bank feeds, reconciliation studio, period close, and GAAP-ready reports. Open signup.
Starter $49 · Professional $129 · Firm $299
Professional
$129 / mo
Close Graph readiness, reconciliation truth, and full statement pack.
Firm-in-a-box
Firm
$299 / mo
Firm-in-a-box: multi-client orgs, client portal, branded reports, team roles, audit trails, and Migration Kit (QuickBooks / Xero).
Migration Kit (QuickBooks / Xero) — COA mapping templates and a 30-day first-close checklist in Help after signup. Positioning wedge for bookkeepers moving digital-asset and treasury clients off generic tools.
White-glove
Done-for-you bookkeeping
Let Lawenots's team handle your books — we reconcile, categorize, and close for you. One flat-rate engagement from $299/month.
Dedicated bookkeeper
A real human handles your account
Monthly reconciliation
Every transaction matched and verified
GAAP-ready reports
P&L and Balance Sheet every period
Tax-ready by default
Schedule C/D data, 1099 prep
Most popular
Done-for-you engagement
from $299/mo
Full monthly reconciliation, categorization, and P&L — with quarterly and annual engagements for tax estimates, year-end close, and Form 1099 prep.
- Monthly bank reconciliation
- Transaction categorization
- Monthly P&L + Balance Sheet
- Email delivery to your CPA
- Priority support
- Quarterly / annual engagements: tax estimates, year-end close, Form 1099 prep
Full-Service Bookkeeping is a human-managed engagement on top of your Lawenots Books workspace — not a replacement for the self-serve tiers above. Fair-use caps apply; contact sales for practice / RIA volume.
For bookkeepers & firms
Lawenots is not affiliated with or endorsed by these providers beyond authorized API integrations.
Allocation & add-ons · Self-serve
Portfolio tiers + intelligence bundle
Snapshot starts free. Essentials, Intelligence, and Signal are self-serve — subscribe directly, with Stripe mapping handled silently at checkout. Intelligence includes paid Allocation Evidence + Attach to Business Close. Informational only, not investment advice. Flywheel remains Labs-only for allocation clients.
Essentials $199 · Intelligence $229/yr · Signal $899/yr
Snapshot starts free — no card required. Essentials, Intelligence, and Signal are self-serve with Stripe mapping handled at checkout. See tier details & evidence · Flywheel is Labs-only for Lawenots allocation clients.
For individuals
Allocation intelligence for individuals
Targets vs reality — with tax-aware next steps you decide
Use allocation as a standalone policy tool, or attach it to Lawenots books. Drift alerts, tax-aware rebalance previews, and a downloadable Allocation Evidence package — without turning Lawenots into a generic crypto dashboard.
Essential
Drift + target vs actual
Differentiator
Tax-aware rebalance preview
Strong
Allocation Evidence (paid deliverable)
Link your portfolio policy to this closed period so drift alerts and Allocation Evidence follow your books close cycle.
Base allocation tiers
Lawenots Essentials
$199 one-time
Essentials allocation: local allocation engine, target vs actual, recurring drift alerts, and basic rebalance preview. Single portfolio, offline capable. Intelligence modules available as a $10/month add-on bundle.
Most popularLawenots Intelligence
$229 / year
Lawenots Intelligence
Intelligence allocation: multi-account monitoring, drift alerts, tax-aware rebalance preview, paid Allocation Evidence export (readiness score + lot trace + export receipt), Attach to Business Close, Watcher Agent, Live Broadcast, political/13F overlays, morning brief, scenario simulation (20 included/month).
Included apps (4) — expand to view
- Political Trade Tracker — Included with Intelligence; part of the $10/mo bundle for Essentials users
- 13F Institutional Overlay — Included with Intelligence and Signal
- Live Broadcast — Included with Intelligence; part of the $10/mo bundle for Essentials users
- Ivy League Endowment Overlay
20 simulations/month included. Overages beyond included caps are billed at metered rates (see fine print below).
Lawenots Signal
$899 / year
Lawenots Signal
Everything in Intelligence plus: unlimited scenario simulations, 13F institutional overlay, multi-portfolio consolidation, priority Strategy Council memos with PDF export, and read-only broker/exchange position sync for a consolidated view. Monitoring depth — Lawenots is not involved in nor participates in the execution of trades.
Unlimited scenario simulations included. The price delta vs Intelligence covers 13F institutional overlay, multi-portfolio consolidation, and priority Strategy Council — not trade execution, which Lawenots is not involved in nor participates in.
Full-Service Bookkeeping — Monthly
$299 / month
Full-Service Bookkeeping — Monthly
Lawenots's team reconciles, categorizes, and closes your books for you. Monthly bank reconciliation, transaction categorization, monthly P&L + Balance Sheet, email delivery to your CPA, priority support. A dedicated human bookkeeper — not self-serve software.
Full-Service Bookkeeping — Quarterly
$599 / quarter
Full-Service Bookkeeping — Quarterly
Quarterly close, tax estimates, and financial review. Quarterly reconciliation and close, tax estimate report, investor-ready financials, quarterly strategy call, dedicated bookkeeper.
Full-Service Bookkeeping — Annual
$1999 / year
Full-Service Bookkeeping — Annual
Annual full-service with tax prep and year-end close. Everything in Quarterly, plus year-end close and lock, tax prep support (Schedule C/D), Form 1099 preparation, and unlimited ad-hoc requests.
Add-on · with any allocation tier
Intelligence module bundle
One $10/month charge unlocks every intelligence module below. Not sold à la carte. Requires an active allocation base tier (Essentials, Intelligence, or Signal).
Intelligence Module Bundle
All intelligence modules in one subscription: macro, governance, token scoring, political tracker, DeFi overlay, options, data vault export, family sharing, and live broadcast. $10/month on top of your base tier. Metered usage overages billed separately.
$10/mo
Data & Intelligence
Market analysis, governance monitoring, and token scoring
Included in bundle
Data & Intelligence
Market analysis, governance monitoring, and token scoring
Included in bundle
- Macro Intelligence
Weekly macro regime classification, regime-adjusted assumption suggestions, cross-asset correlation heatmap. Included in the Intelligence Module Bundle ($10/mo).
- Governance Alert Layer
Monitor governance forums for tokens held in portfolio. Plain-English proposal summaries surfaced as Watcher Agent signals. Included in the Intelligence Module Bundle ($10/mo).
- Token Quality Score
Token Transparency Framework scoring (18 criteria) surfaced as an optional composite factor weight in the allocation engine. Included in the Intelligence Module Bundle ($10/mo).
- Political Trade Tracker
Congressional disclosure filings surfaced as signals when overlapping with portfolio holdings. Included in Intelligence tier; also in the Intelligence Module Bundle ($10/mo) for Essentials users.
Monitoring & Portability
On-chain monitoring, options tracking, and data portability
Included in bundle
Monitoring & Portability
On-chain monitoring, options tracking, and data portability
Included in bundle
- DeFi + On-Chain
Read-only wallet connect, staking position tracker, LP position tracker with impermanent loss calculator. Included in the Intelligence Module Bundle ($10/mo).
- Options Overlay
Track covered calls and puts, P&L on options positions, delta-adjusted portfolio exposure view. Included in the Intelligence Module Bundle ($10/mo).
- Data Vault Export
Automated weekly encrypted backup of all local Lawenots data to user-owned cloud storage (S3, Backblaze, or local NAS). Included in the Intelligence Module Bundle ($10/mo).
Sharing & Family
Broadcast and read-only sharing for household portfolios
Included in bundle
Sharing & Family
Broadcast and read-only sharing for household portfolios
Included in bundle
- Family Sharing
Read-only consolidated dashboard shared with spouse or partner. No portfolio data leaves the local device. Included in the Intelligence Module Bundle ($10/mo).
- Live Broadcast
WebSocket relay broadcast for Essentials users. View a single portfolio from any browser via secure session token. Included in Intelligence and Signal tiers; also in the Intelligence Module Bundle ($10/mo).
Other allocation add-ons
Billed separately from the intelligence bundle (still requires an allocation tier where noted).
- Personal Finance Bundle$49 / year
- Close + Attest$399 / year
Charges beyond included tier limits — billed separately from books tiers, allocation subscriptions, and the intelligence module bundle. Scenario Simulation (overage) — $0.5 each
One pricing model per product. Legacy lifetime licenses (Intelligence $799 / Signal $2,999) are no longer sold to new buyers.
Full platform
Full platform
Books and allocation intelligence in one workspace — ideal for digital-asset treasury operators who need both ledgers and portfolio drift monitoring.
What you get
- Allocation engine & sovereign view
- Books, reconciliation & statements
- Optional trust attestation
What Lawenots includes
- Lawenots Essentials engine access
- Lawenots Intelligence & Signal feature set
- Live Broadcast, Political Trade Tracker, and 13F Institutional Overlay (included in paid Intelligence — bundled in beta)
- Scenario simulations (Signal tier — unlimited quota)
- Drift alerts, rebalance preview, read-only broker sync (Signal tier)
- Admin dashboard & workbook tooling
Public launch
Self-serve books + allocation add-on
Create an account for books tiers via Stripe. Add allocation monitoring anytime — or start allocation-only. Flywheel is Labs-only for Lawenots allocation clients.
Product modules
Books and allocation intelligence
Books for operating ledgers; Allocation for parameter-driven portfolio monitoring. Flywheel and other experiments live under Labs — not as catalog tiers.
Books
Self-serveDouble-entry bookkeeping for operating businesses and digital-asset treasuries.
- Chart of accounts
- Plaid bank feeds & reconciliation
- Period close checklist
- P&L, balance sheet, cash flow
- PDF bank statement import
- Multi-org / firm mode
Allocation
Self-serve add-onMixed-asset allocation monitoring across USD, crypto, and digital assets — driven by targets, sleeves, and thresholds you set.
Informational tooling only. Drift alerts, rebalance previews, and Strategy Council memos reflect your parameters — not investment advice or trade instructions.
- User-defined targets, sleeves, and drift thresholds
- Allocation engine with drift alerts
- Rebalance preview (informational — you execute elsewhere)
- Strategy Council AI memos
- Sovereign net-worth view
- Political trade & governance overlays
- Scenario simulation
Looking for Flywheel? It is a private-beta methodology preview in Labs— not a catalog tier.
Modular access
Subscribe to what you use
Run books only, allocation only, or both — mix tiers and add-ons without paying for modules you do not need.
Feature comparison
Explicit limits by tier. Portfolio monitoring is self-serve (books add-on or allocation-only).
| Capability | Sandbox | Books | Books + Portfolio | Full Service |
|---|---|---|---|---|
| Books / double-entry | Demo sandbox | Included | Included | Included |
| Transactions / month | Sandbox only | 5,000 | 15,000 | Unlimited* |
| Bank connections (Plaid) | — | Up to 5 | Up to 15 | Custom |
| Period close + readiness score | Demo | Included | Included | Included + bulk |
| Form 8949 / tax exports | Sample | CSV | CSV + Excel | CSV + Excel + receipts |
| Portfolio monitoring | Guided demo | — | Included | Included |
| Holdings tracked | Demo | — | Up to 200 | Custom |
| Public API calls / day | — | 1,000 | 5,000 | 25,000 |
| AI assist requests / month | — | 100 | 500 | 2,000 |
| Firm multi-client workspace | — | Add-on | Add-on | Included |
| MCP connector (Claude) | Docs | Read tools | Read + HITL params | Full scopes |
* Fair-use caps apply on Full Service; contact sales for practice / RIA volume. Portfolio monitoring SKUs are self-serve (books add-on or allocation-only) and are not investment advice. Flywheel remains Labs-only for Lawenots allocation clients.
Digital holdings
Private SaaS & software asset valuation
Estimate value for private digital assets using revenue, user base, ratings, and margin inputs.
Public API · no auth
Lawenots is not a registered investment advisor. All platform outputs are for informational purposes only and do not constitute financial advice.
Flywheel access is by invitation only for Lawenots allocation clients. Books and all other allocation SKUs are self-serve (purchase or subscription). Prices reflect the live service catalog; active subscriptions are never repriced retroactively.