The full accounting suite. On every plan.
Bookkeeping, balance sheets, tax-ready reports and PAM — your built-in AI asset manager. Nothing gated. You only pay as your portfolio grows.
Questions
Who is PAM?
PAM is your Pocket Asset Manager — the AI behind everything PocketAM does. PAM reads your documents, keeps your books, answers your questions and watches your deadlines. Every plan includes a monthly amount of PAM's work: Starter includes 4× the PAM of Basic, and Pro includes 8×.
What happens if I use all my PAM for the month?
Nothing breaks. Your books, reports and alerts keep working exactly as they are — PAM simply pauses until your next monthly cycle. On Starter and Pro, you can also add extra PAM anytime in the app.
Does unused PAM roll over?
Your plan's monthly PAM refreshes at the start of each cycle. Anything you add on top is separate.
When does a plan change take effect?
A new subscription starts the moment you check out. Moving between Starter and Pro takes effect at your next renewal, so nothing is charged twice.
Do I need a credit card for Basic?
No. Basic is free with your account and stays free. You only add a card when you upgrade or add an optional service.
Can I cancel?
Yes, any time, from the billing portal. Your books stay yours, and you drop back to Basic at the end of the period you paid for.