> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uselim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plans and Packaging

> Draft packaging for Startup, Business, and Enterprise plans.

# Plans and packaging draft

This page is a working draft for how lim could package customers into three plans:
`Startup`, `Business`, and `Enterprise`.

<Info>
  This is a product draft, not a final pricing or contractual document. Some Enterprise items are
  roadmap candidates rather than generally available features.
</Info>

## Packaging principles

* Keep core accounting and AI-native workflows in every plan. Those are the product, not upsells.
* Gate by operational complexity, governance needs, and deployment requirements.
* Make the upgrade path obvious: `Startup` for one company, `Business` for team workflows,
  `Enterprise` for compliance and infrastructure constraints.

## Plan summary

<CardGroup cols={3}>
  <Card title="Startup" icon="rocket">
    For founder-led teams that need real-time accounting, invoicing, expenses, and AI-assisted
    bookkeeping without formal finance operations.
  </Card>

  <Card title="Business" icon="building-2">
    For growing teams that need approvals, deeper controls, payroll and contractor workflows, and
    admin-facing APIs.
  </Card>

  <Card title="Enterprise" icon="shield-check">
    For larger or regulated organizations that need SSO, audit packages, custom deployment, and
    dedicated support.
  </Card>
</CardGroup>

## Proposed feature matrix

| Area                                | Startup                            | Business                          | Enterprise                                             |
| ----------------------------------- | ---------------------------------- | --------------------------------- | ------------------------------------------------------ |
| Target customer                     | 1 entity, founder / small ops team | 1-10 entities, finance + ops team | Multi-entity, regulated, internal IT / security review |
| Core ledger                         | Included                           | Included                          | Included                                               |
| AI journal suggestions and learning | Included                           | Included                          | Included                                               |
| Financial reports                   | Included                           | Included                          | Included                                               |
| Scenarios and runway views          | Included                           | Included                          | Included                                               |
| Invoicing and AR                    | Included                           | Included                          | Included                                               |
| Expense reports                     | Included                           | Included                          | Included                                               |
| Documents and audit trail           | Basic                              | Advanced search and control       | Advanced + audit package export                        |
| Bank sync and reconciliation        | Included                           | Included                          | Included                                               |
| Fixed assets, accruals, FX, tax     | Included                           | Included                          | Included                                               |
| Employees and contractor records    | Basic                              | Included                          | Included                                               |
| Payroll operations                  | Limited / add-on                   | Included                          | Included                                               |
| Approval workflows                  | Single-step or none                | Multi-step                        | Multi-step + custom escalation                         |
| Roles and permissions               | Basic roles                        | Granular roles                    | Granular + enterprise policy controls                  |
| API access                          | Limited                            | Full API + MCP                    | Full API + MCP                                         |
| MCP / agent workflows               | Included                           | Included                          | Included                                               |
| Companies / entities                | 1                                  | Multiple                          | Multiple                                               |
| Support                             | Standard                           | Priority                          | Dedicated channel + SLA                                |
| Deployment                          | Cloud                              | Cloud                             | Cloud, dedicated, or self-hosted                       |
| Identity and access                 | Email / social login               | MFA + admin controls              | SSO / SAML / SCIM                                      |

## Proposed plan definitions

### Startup

Use this for the default self-serve plan.

* Real-time ledger, journals, reports, and dashboard
* Natural language accounting and judgment-engine learning
* Invoices, expense reports, documents, and bank reconciliation
* Basic employee and contractor data
* One company, small member limit, lightweight permissions
* Best for startups that want the system of record without finance-team workflow overhead

### Business

Use this as the first serious upgrade for operating teams.

* Everything in `Startup`
* Multiple companies or business units
* Approval policies, review flows, and stronger audit visibility
* Payroll, contractor payments, and broader back-office operations
* Full API access for internal tooling and accountant / firm workflows
* Priority support and onboarding help

### Enterprise

Use this for security, compliance, or infrastructure-driven deals.

* Everything in `Business`
* SSO / SAML, SCIM, and centralized identity controls
* Audit package export, advanced review controls, and compliance configuration
* Dedicated environment or self-hosted deployment
* Custom connectors, migration support, and implementation assistance
* Dedicated support, SLA, and roadmap coordination

## Suggested upgrade story

Customers should feel the progression clearly:

1. `Startup`: "We need bookkeeping and reporting to work without hiring more ops people."
2. `Business`: "We now have multiple reviewers, payroll, approvals, and accountant collaboration."
3. `Enterprise`: "We need security review, procurement approval, and deployment flexibility."

## Recommended boundaries

The cleanest packaging boundary is not to hide the accounting engine itself. Instead:

* Keep the ledger, AI workflows, and reports in all plans.
* Put workflow depth and control depth into `Business`.
* Put security, deployment, and procurement blockers into `Enterprise`.

That keeps lim's core value obvious while preserving meaningful expansion revenue.