Human Driven, AI Enhanced

Simple, transparent pricing

Start free. Upgrade when you need more.

Fidelis Ledger is your AI-powered financial command center — connecting your accounts, tracking your net worth, monitoring your IRS standing, and giving you a financial advisor in your pocket.

Free

$0/month

Get organized

A secure home for your documents and a clear first look at where you stand.

  • Up to 3 accounts (manual entry)
  • Budget envelopes and goal tracking
  • Basic net worth snapshot
  • Secure document vault
  • 5 AiMe questions / month
  • IRS Watch — +$5/mo add-on
Start Free

Simple

$10/month

The paid vault + your money, organized

More room in your vault, document Q&A, and more of AiMe — the client starting point.

  • Everything in Free
  • Larger secure document vault
  • Up to 5 accounts (manual entry)
  • 25 AiMe questions / month
  • Document Q&A
  • IRS Watch — +$5/mo add-on
Get Simple
Most Popular

Clarity

$49/month

Get clear

Connect your accounts, see your full financial picture, and start asking smarter questions.

  • Everything in Simple
  • Up to 15 connected accounts (Plaid sync)
  • Net worth dashboard and portfolio view
  • 100 AiMe questions / month
  • 1 tri-bureau credit review / year
  • IRS Watch — +$5/mo add-on
Get Clarity

Intelligence

$89/month

Get ahead

Full AI financial advisor access — tax strategy, wealth planning, IRS monitoring, and a team in your corner.

  • Everything in Clarity
  • Up to 30 connected accounts
  • High-volume AiMe (1M tokens/mo) + full tax strategy
  • Financial plan generation
  • 2 tri-bureau credit reviews / year
  • Quarterly advisor review
  • IRS Watch included
Get Intelligence
Add-on

IRS Watch — real-time IRS account monitoring

Fidelis monitors your IRS account on your behalf and alerts you the moment anything changes — new notices, balance updates, transcript activity, or power of attorney filings. Most people find out about IRS issues weeks or months later by mail. IRS Watch will tell you the same day a change posts to your account.

Free, Simple & Clarity
$5/month add-on
Add IRS Watch
Included with Intelligence

For Businesses and Firms

Purpose-built plans for growing businesses and accounting firms.

Ledger Lite

$29/month

The bookkeeping app for business owners who never want to do bookkeeping. Connect your bank, PayPal, and payment accounts. Your books stay updated automatically.

Learn More

Ledger Pro

$49/client/month

The force multiplier for bookkeeping firms. Automate repetitive work, accelerate reviews, and increase profitability across every client engagement.

Learn More

The full menu

Every way to work with Fidelis

However a service is priced — a flat fee, a monthly program, a share of what we manage, or nothing at all — here's the whole menu. Your vault comes with all of it.

🧾 One-time — a flat fee
Priced up front, no subscription. Keep your free vault after.
Individual tax return
Prepared & filed by our licensed team; priced by complexity.
from $350
Business tax return
1120 / 1120-S / 1065.
from $1,200
Tax strategy session
A proactive plan to lower what you owe.
from $2,500
IRS tax relief
Phase 1: a $500 investigation. Phase 2: a resolution priced to your case.
$500 + resolution
Personal or business loan
A full professional loan process; deposit credited at closing.
$500 deposit
MCA refinance
Restructure and pay off stacked merchant cash advances; the $500 begins your case.
$500 to start
📅 Ongoing — monthly
Continuous help, billed monthly, cancel anytime.
Ledger membership
Your vault + financial tools + AiMe assistant.
Free – $89/mo
Tax Strategy retainer
Year-round proactive tax planning.
from $250/mo
Bookkeeping
Your books kept current every month.
from $250/mo
Credit repair program
Tri-bureau disputes & monitoring.
from $99/mo
Wealth AIComing soon
AI-guided automated investing.
$150/mo
📊 Managed — a share of what we handle
You pay from results, not up front.
Wealth management
We manage your investments; the rate scales down as you grow.
~1% of assets / yr
Debt settlement
We negotiate your enrolled debts down over time.
a share of enrolled debt
🤝 No direct cost to you
Paid by the provider, not you.
Insurance
Life, home, auto & health — we’re compensated by the carrier.
$0 to you

Prices shown are typical starting points — your exact quote depends on your situation. Every service is delivered by the licensed Fidelis team, and your documents land in your vault.

Financial tools powered by Fidelis Solutions Group, LLC. Fidelis Solutions Group, LLC is not a registered investment adviser, bank, or lender; lending is arranged through Fidelis Advisory Services, LLC. All financial guidance is educational only.