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Solutions BookwiserSystème opérateur au-dessus des systèmes d’exécution
Entrée publique bilingueSéquence commerciale guidée
Launch pricing previewQuote signoff stays API-ownedNo self-serve checkout
Menu actifPublic
EMS CAD 35NMES CAD 10LateAPI remains separate
Pricing architecture v3
EMS/NMES full-suite pricing, guided package families, human review overlays, and a separate LateAPI growth ladder.
Bookwiser OS now sells with one API-owned EMS/NMES pricing runtime, one explicit current package-family catalog, one five-term discount ladder, one seat-volume rule, three human review overlays, one Hire an Expert marketplace cut posture, and one separate LateAPI social package family. Buyers can see the current price and package truth without mistaking the browser for a checkout engine, discount-approval surface, expert-payout console, or provider-control plane.
EMS base rate
CAD 35 / month
Executive and management seats are the visible full-suite operator price before term or seat-volume discounts.
NMES base rate
CAD 10 / month
Non-management employee seats cover payroll, HR profile, and year-end tax-filing benefit posture.
Volume rule
+1% / 1,000 seats
An additional 1% discount per 1,000 seats applies on the selected term up to an extra 5% total discount.
Hire an Expert
20% Bookwiser cut
Reviewed professionals can sign up, set rates, and be matched through Bookwiser without turning the page into a contracting or payout surface.
Pricing posture
Commercially legible without fake checkout
Buyers can understand seat mix, bundle families, terms, and review overlays without mistaking the page for contract acceptance or provider control.
EMS/NMES core
Guided bundles
Human review
LateAPI growth
Pricing now behaves like a commercial decision surface: faster to scan, clearer about use cases, and explicit about what still stays outside the browser.
Bookwiser full-suite pricing
EMS + NMES
Bookwiser OS now sells with one EMS/NMES seat model instead of the older Growth / Finance / Control ladder.
Contract terms
5-term ladder
Month-to-month, annual, biennial, triennial, and quinquennial terms are visible with explicit discount percentages.
Seat-volume rule
Up to 5% extra off
An additional 1% discount per 1,000 seats applies on the selected term, capped at 5%.
NMES employee benefit
Payroll / HR + tax filing
NMES is explicitly positioned as employee payroll, HR profile, and year-end tax-filing benefit posture.
LateAPI social ladder
Free → Build → Accelerate → Unlimited
LateAPI remains a separate social growth package family beside the Bookwiser OS full-suite pricing model.
Human review plans
Bookkeeper · CPA · Lawyer
Bookwiser now keeps three reviewed human-plan lanes visible beside EMS/NMES instead of forcing expert work into custom-scope ambiguity.
Package story
1 core + 4 bundles
The current package version uses one EMS/NMES pricing core, four guided bundle families, explicit human-review overlays, and a separate LateAPI growth family.
Hire an Expert
Bookwiser takes a 20% marketplace cut
Reviewed professionals can sign up, set rates, and be matched through Bookwiser while the marketplace cut, matching, and payout posture stay explicit.
Stop-line
Forbidden Claim
No pricing surface implies browser-owned posting, payroll submission, tax filing, provider writes, money movement, or silent execution.
Trust signals
Pricing now carries the same trust cues as the rest of the modernized product
This page is no longer just a large package ledger. It now explains the commercial boundary model more clearly at scan speed.
Canada-first runtime
AWS ca-central-1 production path
Shipped
The launch story stays anchored to a Canada-first AWS posture so hosted trust cues in-product match the active launch packet.
Canada data path
Review-bounded control
Audit-grade evidence above execution systems
Shipped
Bookwiser coordinates packets, approvals, evidence, and follow-through without pretending the browser owns filing, payroll submission, money movement, or trust execution.
Bounded authority
Competitor gap closure
Breadth work is real, but still incomplete
Partial
Bank-connect, Quebec depth, mobile polish, AI data-entry, and reporting are now governed as explicit expansion lanes instead of implied completeness.
Governed modernization
Certification ladder
Regulated execution remains gated
Coming Soon - Certification Needed
Formal filing, payroll submission, money movement, and similar regulated lanes stay outside the product until legal or certification posture changes.
No hidden authority
Capability status
Commercial status truth
These four states keep the pricing story honest even while the UI becomes more polished and easier to use.
Core seat model
Shipped
EMS and NMES pricing is the real commercial anchor, not a placeholder ladder or historical package table.
Current truth
Visible in-product and already supportable within the current bounded runtime.
Guided bundle fit
Partial
Bundle-family review is real, but still intentionally guided instead of self-serve checkout or entitlement switching.
Commercial review
Real and progressing, but still incomplete enough that UI and commercial copy must stay explicit.
Connector and partner rails
Coming Soon - Certification Needed
Future bank-feed and partner integrations can be discussed, but they still need explicit gating and cannot be sold as live control today.
Connector runway
Roadmapped intentionally, but blocked on licensing, regulated partner infrastructure, or formal certification.
Direct execution claims
Forbidden
Pricing does not unlock filing, payroll submission, money movement, provider writes, or direct bank control.
Hard boundary
Must not be implied or relabeled as shipped under the current truth contract.
Use-case fit
Choose the right package conversation faster.
The visual structure is simpler now: understand who the seats are for, what bundle depth is needed, and when the conversation should move into guided review.
Pricing use case
Executive operators
Start with EMS-heavy seat mixes when the buyer needs command, oversight, packet continuity, and staff-facing control.
Pricing use case
Employee-heavy teams
Use NMES-heavy mixes when the commercial conversation centers on payroll and employee-profile support within the bounded review model.
Pricing use case
Mixed operational teams
Use guided review when the buyer needs core seats, bundle-family fit, human review overlays, and late-stage activation posture evaluated together.
Bookwiser OS Full Suite seat model
EMS and NMES are now the visible Bookwiser pricing truth.
The older Growth / Finance / Control ladder is historical only. Bookwiser OS now shows one EMS/NMES seat model for the full suite, keeps human review plans visible beside that core, and preserves LateAPI as its own separate social package family.
Shipped
Executive & Management Seats (EMS)
CAD 35 / EMS / month · EMS covers executive and management users who operate Bookwiser OS across finance, payroll/HR review, tax coordination, CRM/commercial, and operational control-plane work.
Executive and management workspace access
Finance, payroll/HR review, tax, CRM, and operator command lanes
Guided review, proposal, delivery, and entitlement posture
Shipped
Non-Management Employee Seats (NMES)
CAD 10 / NME / month · NMES covers employee-facing payroll, HR profile, and year-end tax-filing benefit posture so employers can extend Bookwiser as an employee benefit without widening authority lines.
Employee payroll and HR portal access
Employee year-end tax-filing benefit posture
Employer-covered subscription that can be positioned as a staff benefit
Current package-family catalog
One public seat core now sits above guided bundle families instead of stale standalone package tables.
The current package version is simple: one visible EMS/NMES full-suite core, four guided bundle families for current operating depth, three human-review overlays, and one separate LateAPI growth family. Older standalone public price tables are historical only.
Shipped · Public EMS/NMES seat ladder
Bookwiser OS Full Suite Core
The only current public Bookwiser OS base price table is the EMS/NMES full-suite seat model with the five-term contract ladder and the seat-volume discount rule.
EMS operator seats
NMES employee-benefit seats
Term ladder and seat-volume rule
Guided review entry into commercial signoff
Boundary: The visible full-suite core does not create browser-owned checkout, quote approval, discount approval, contract acceptance, invoicing, payment movement, or regulated execution authority.
Shipped · Guided review bundle
Finance Command Bundle
Finance control tower, bookkeeping close posture, AP/AR follow-through, vendor payables, subscriptions, invoice review, reminder cadence, payroll-provider handoff, and tax-prep readiness are packaged around the full-suite core during API-owned commercial review.
Finance control tower, AP approvals, and AR follow-through
Vendor payable packet review, provider receipts, and settlement evidence
Subscriptions, invoice review, reminder cadence, payroll-provider handoff, and tax-prep readiness
Boundary: This bundle may be commercially packaged now, but it still does not imply direct payroll submission, filing execution, remittance execution, silent posting, browser-owned invoice dispatch, payment movement, or hidden provider writes.
Shipped · Guided review bundle
Front-office & Client Continuity Bundle
CRM owner command, proposals, meetings, implementation continuity, client cockpit, and communication follow-through are packaged together as one current commercial family instead of split point-solution tables.
CRM and proposal continuity
Client cockpit and approvals posture
Implementation and communication follow-through
Boundary: Front-office visibility does not create browser-owned quote acceptance, outbound provider execution, silent messaging, or autonomous customer-success authority.
Shipped · Guided review bundle
Multi-entity & Firm Command Bundle
Founder-office, firm, and multi-entity operating posture are packaged as a guided bundle when grouped entities, professional-services command, chain/location review, and higher-governance accounting standardization create real implementation depth.
Portfolio and multi-entity oversight
Grouped-entity accounting rollups and chain/location posture
Professional-services and founder-office continuity
Bounded multi-currency review where more than one currency is in scope
Québec/French-first commercial posture where applicable
Boundary: Grouped-entity packaging improves accounting and diligence truth, but it does not imply trust execution, consolidation execution, intercompany posting execution, legal submission authority, regulator submission, silent FX automation, or silent cross-entity mutations.
Shipped · Guided review bundle
Connector & Partner Handoff Bundle
Connector marketplace posture, readiness cards, execution-island receipts, Flinks-mediated finance coordination, provider handoff QA, and disclosed partner-close materials are packaged as a current bundle around the full-suite core.
Connector marketplace and readiness cards
Flinks-mediated finance execution-island posture
Provider and partner handoff evidence
Disclosed referral or affiliate-safe partner-close posture where applicable
Boundary: Partner packaging keeps orchestration, receipts, evidence, and disclosed partner-close channels visible without implying direct money movement, provider-write authority, payroll execution, filing execution, silent sync, or that a referral relationship widens shipped product authority.
Bounded Review / Handoff · Market-guided overlay
Human Review Overlays
Bookkeeper, CPA, and lawyer review remain explicit expert overlays that can be added during commercial review instead of being buried inside vague custom-scope copy.
Bookkeeper review
CPA review
Lawyer review
Boundary: These overlays stay review-bounded. They do not silently create accountant-of-record, legal representation, filing authority, or automatic expert acceptance.
Shipped · Separate social package family
LateAPI Growth Family
LateAPI stays a distinct package family beside Bookwiser OS so social, local-presence, and growth operations remain commercially legible without redefining the core Bookwiser OS full-suite seat model.
Separate LateAPI ladder
Growth and local-presence add-on posture
Plan/client-key-gated activation review
Boundary: LateAPI may be sold beside Bookwiser OS, but it does not replace EMS/NMES pricing truth or convert provider execution, ad-spend control, or silent outbound publishing into browser-owned authority.
Package truth: One public EMS/NMES full-suite core, four guided bundle families, three human-review overlays, and one separate LateAPI package family.
Guided review: Bundle-family choice, implementation depth, bookkeeping follow-through, entity complexity, connector posture, and enterprise pilot fit remain API-owned commercial review decisions even when the package story is visible in the browser.
Free integrations: External-provider integrations may only render as free when provider cost is truly zero and operator support burden remains low enough that no paid add-on or reviewed bundle escalation is required.
Older standalone public tables such as Bookkeeping Tax Core, ERP-HR-Payroll, CRM & Base SMM, POS Kiosk / Inventory / COGS, Vehicle / Fleet / Asset / Route families, and Customs Broker / Provider Handoff are historical package-table posture only. They do not survive as the current public price list.
Retail, construction, trade, fleet, asset, and rental depth may be discussed as roadmap or bounded product posture where supported, but they are not current standalone public pricing tables in this package version.
Certification-gated direct execution lanes may not be repackaged as if pricing visibility converts them into shipped filing, remittance, payroll submission, trust execution, regulator submission, money movement, or browser-owned provider authority.
Full-suite layer + reviewed bundle
Visible EMS/NMES pricing now sits beside one separate reviewed bundle model.
Bookwiser pricing now explains two bounded layers: the visible EMS/NMES full-suite layer and the operator-reviewed follow-through bundle that scales with term choice, seat volume, entity count, and implementation load.
EMS / NMES full-suite layer
Shipped
The visible Bookwiser OS Full Suite layer now uses EMS for executive and management operators and NMES for employee payroll/HR plus year-end tax-filing benefit posture.
EMS operator seats
NMES employee seats
Guided review routing
The EMS/NMES layer is visible and API-owned, but it does not create checkout, discount approval, contract acceptance, or entitlement mutation in the browser.
Reviewed follow-through bundle
Bounded Review / Handoff
Implementation, bookkeeping follow-through, packet handling, and execution-island coordination still sit in a separate reviewed bundle around the visible seat model.
Implementation review
Bookkeeping and packet follow-through
Provider and execution-island handoff
The reviewed bundle remains bounded and does not imply silent provider writes, billing automation, money movement, payroll submission, filing execution, or trust execution.
Discount factorSeat volume
An additional 1% discount per 1,000 seats applies on the selected term up to a maximum additional 5% discount.Packaging effect: Higher seat volume improves the selected term price before the reviewed bundle changes materially.Boundary: Seat-volume discounts remain API-owned commercial truth and cannot be approved in the browser.
Pricing factorContract term
Bookwiser exposes month-to-month, annual, biennial, triennial, and quinquennial terms with explicit discount percentages.Packaging effect: Longer terms lower the EMS/NMES monthly effective rate while keeping quote, signoff, and contract truth API-owned.Boundary: Pricing visibility does not replace the French-first contract flow, term selection review, or explicit acceptance.
Packaging factorSeat-family mix
The commercial mix depends on how many EMS operator seats and NMES employee-benefit seats the client actually needs.Packaging effect: EMS-heavy mixes emphasize operator command posture, while NMES-heavy mixes widen employee payroll/HR and tax-benefit posture.Boundary: Seat-family mix explains packaging, not payroll submission, tax filing, or silent entitlement mutation.
The public pricing page shows the EMS/NMES seat model, the current package-family catalog, the five-term discount ladder, and the seat-volume rule, while staff commercial still finalizes quote posture, implementation depth, bundle-family fit, and any bespoke review overlays.
Contract-term ladder
Five contract terms now define the public EMS/NMES discount model.
Bookwiser shows the current month-to-month, annual, biennial, triennial, and quinquennial rates directly. Seat-volume discounts apply on top of the selected term, while quote signoff, contract acceptance, and entitlement truth remain API-owned.
Base rate
Month-to-month
Month-to-month keeps the full EMS/NMES base rate with no term discount.
EMS: $35 / month
NMES: $10 / month
Bookwiser applies an additional 1% discount per 1,000 seats on the selected term, capped at an additional 5% total volume discount.
15% discount
Annual
Annual terms reduce EMS to CAD 29.75 and NMES to CAD 8.50 per month.
EMS: $29.75 / month
NMES: $8.50 / month
Bookwiser applies an additional 1% discount per 1,000 seats on the selected term, capped at an additional 5% total volume discount.
20% discount
Biennial
Biennial terms reduce EMS to CAD 28 and NMES to CAD 8 per month.
EMS: $28 / month
NMES: $8 / month
Bookwiser applies an additional 1% discount per 1,000 seats on the selected term, capped at an additional 5% total volume discount.
30% discount
Triennial
Triennial terms reduce EMS to CAD 24.50 and NMES to CAD 7 per month.
EMS: $24.50 / month
NMES: $7 / month
Bookwiser applies an additional 1% discount per 1,000 seats on the selected term, capped at an additional 5% total volume discount.
45% discount
Quinquennial
Quinquennial terms reduce EMS to CAD 19.25 and NMES to CAD 5.50 per month.
EMS: $19.25 / month
NMES: $5.50 / month
Bookwiser applies an additional 1% discount per 1,000 seats on the selected term, capped at an additional 5% total volume discount.
NMES employee benefit: NMES includes employee payroll and HR portal visibility plus employee year-end tax-filing benefit posture. The employer covers the subscription and may position it as an employee benefit.
Historical note: The older Growth / Finance / Control Bookwiser ladder is historical only and may not render as the current Bookwiser OS Full Suite pricing truth.
Contract lifecycle
French-first contract runtime now sits directly behind the public EMS/NMES pricing ladder.
Pricing visibility now leads into one API-owned contract runtime with versioned source documents, seat schedules, term-aware renewal posture, Québec French-first adhesion flow, and explicit reviewed addenda for human-review and LateAPI lanes.
Runtime version
R737/contract-runtime/2026-04-05
Bookwiser now exposes one API-owned contract runtime that joins EMS/NMES term selection, seat schedule versioning, French-first Québec adhesion posture, English companion visibility, renewal review posture, and API-recorded acceptance evidence without turning the browser into quote, contract, payout, or entitlement authority.
Acceptance evidence
R712/legal-bundle/2026-04-05
Acceptance evidence remains API-recorded and review-bounded. Public surfaces can present the current bundle and contract documents, but they cannot self-certify legal sufficiency or silently activate entitlements.
Pricing source
bookwiser_full_suite_pricing_v1b
EMS/NMES terms, seat schedule, and reviewed addenda all resolve through one API-owned contract runtime.

Versioned contract documents

API-owned
msa-fr-r737-v1

French source master service agreement

The Québec-facing source agreement remains the binding external adhesion document. Public visibility does not replace staff review or API-recorded acceptance.

Versionedfr-CA
  • Québec external adhesion flow
  • French-first legal center
  • API-recorded acceptance evidence
msa-en-r737-v1

English companion agreement

The English companion remains visible after the French source package has been presented. It is a companion review lane, not the source of Québec binding posture.

Versioneden-CA
  • Companion-language review visibility
  • Canada bilingual commercial review
  • Public legal center
seat-schedule-r737-v1

EMS/NMES seat schedule

The seat schedule carries EMS and NMES counts, selected term, selected discount ladder, and any approved volume discount. Seat counts and discount truth remain API-owned.

Versionedbilingual
  • Term selection
  • Seat-family contract truth
  • Entitlement follow-through readiness
order-form-r737-v1

Commercial order form

The order form links client identity, selected term, seat schedule version, jurisdiction path, and acceptance evidence into one API-owned commercial packet.

Versionedbilingual
  • Commercial signoff packet
  • Contract lifecycle review
  • Renewal posture continuity
expert-review-addendum-r737-v1

Human review addendum

Bookkeeper Review, CPA Review, Lawyer Review, and Hire an Expert remain reviewed overlays and addenda. They do not silently widen the EMS/NMES core contract into automatic expert execution.

Versionedbilingual
  • Reviewed expert overlays
  • Hire an Expert engagement posture
  • Commercial boundary clarity
lateapi-growth-addendum-r737-v1

LateAPI growth package addendum

LateAPI remains a separate social package family and can be attached as an addendum without redefining the Bookwiser OS EMS/NMES core contract.

Versionedbilingual
  • Separate LateAPI ladder continuity
  • Social package addendum review
  • No pricing-family collapse

Jurisdiction contract journeys

French-first where required
French-first external adhesion flow

Québec French-first external adhesion flow

Québec external contracting starts from the French source package, then exposes an English companion review lane, then records API-owned acceptance with bundle id, contract versions, actor, and timestamp.

fr-CACompanion en-CA
Renewal: 90-day renewal review window for fixed terms; 30-day cadence review for month-to-month.
Renewal remains review-bounded and API-owned. Bookwiser may prepare a renewal packet, but it does not silently renew, widen scope, or mutate entitlements in the browser.
  1. Preview pricing and package family
    Public pricing and staff commercial review · Visible
    EMS/NMES pricing, reviewed expert overlays, and separate LateAPI packages can be previewed before a client is asked to review the contract packet.
  2. Select term and seat schedule
    API-owned commercial runtime · API-owned
    Selected term, seat-family counts, and approved volume discount are assembled into one API-owned seat schedule packet.
  3. Review the French source contract packet
    Client and Bookwiser legal/commercial review · French-first
    The French source contract and seat schedule are presented first for Québec external adhesion posture.
  4. Review the optional English companion packet
    Client companion-language review · Visible
    An English companion can be reviewed after the French source package has been presented, but it does not replace the source-language record.
  5. Record contract acceptance
    API-owned legal acceptance runtime · API-owned
    Acceptance records the active legal bundle, contract document versions, jurisdiction path, binding locale, companion locale if reviewed, actor, and timestamp.
  6. Review activation, implementation, and entitlement follow-through
    Staff commercial and delivery review · Review-bounded
    Bookwiser staff review any implementation, entitlement, human-review overlay, and LateAPI addendum posture before activation. No browser-owned activation or execution occurs.
Bilingual Canada contract flow

Canada bilingual contract flow

Outside Québec, Bookwiser still binds through an API-owned versioned contract packet, but the bilingual review path does not require the Québec French-source ordering rule.

en-CACompanion fr-CA
Renewal: 90-day renewal review window for fixed terms; 30-day cadence review for month-to-month.
Renewals remain review-bounded. Bookwiser may prepare renewal packets and seat-schedule deltas, but does not silently widen scope, sign contracts, or mutate entitlements in the browser.
  1. Preview pricing and overlays
    Public pricing and staff commercial review · Visible
    The public pricing surface shows EMS/NMES, contract terms, human-review overlays, Hire an Expert, and separate LateAPI packages before contract review.
  2. Select term and seat schedule
    API-owned commercial runtime · API-owned
    Term selection, seat counts, and discount posture are assembled into one API-owned order form and seat schedule.
  3. Review the governed contract packet
    Client and Bookwiser commercial review · Visible
    The bilingual contract packet remains versioned, explicit, and API-owned instead of becoming a browser-owned checkout.
  4. Record contract acceptance
    API-owned legal acceptance runtime · API-owned
    Acceptance records the current policy bundle, contract versions, actor, and timestamp in one API-owned evidence path.
  5. Review activation and renewal posture
    Staff commercial and delivery review · Review-bounded
    Implementation, renewal review, entitlement follow-through, and any overlays remain explicit staff-reviewed runtime lanes.

Term ladder and seat schedule

Seat-based
Base rate

Month-to-month

Month-to-month keeps the full EMS/NMES base rate with no term discount. Bookwiser applies an additional 1% discount per 1,000 seats on the selected term, capped at an additional 5% total volume discount.

EMS: $35 / month
NMES: $10 / month
Renewal review: 30-day cadence review
15% discount

Annual

Annual terms reduce EMS to CAD 29.75 and NMES to CAD 8.50 per month. Bookwiser applies an additional 1% discount per 1,000 seats on the selected term, capped at an additional 5% total volume discount.

EMS: $29.75 / month
NMES: $8.50 / month
Renewal review: 90-day renewal review window
20% discount

Biennial

Biennial terms reduce EMS to CAD 28 and NMES to CAD 8 per month. Bookwiser applies an additional 1% discount per 1,000 seats on the selected term, capped at an additional 5% total volume discount.

EMS: $28 / month
NMES: $8 / month
Renewal review: 120-day renewal review window
30% discount

Triennial

Triennial terms reduce EMS to CAD 24.50 and NMES to CAD 7 per month. Bookwiser applies an additional 1% discount per 1,000 seats on the selected term, capped at an additional 5% total volume discount.

EMS: $24.50 / month
NMES: $7 / month
Renewal review: 120-day renewal review window
45% discount

Quinquennial

Quinquennial terms reduce EMS to CAD 19.25 and NMES to CAD 5.50 per month. Bookwiser applies an additional 1% discount per 1,000 seats on the selected term, capped at an additional 5% total volume discount.

EMS: $19.25 / month
NMES: $5.50 / month
Renewal review: 120-day renewal review window
CAD 35 / EMS / month

Executive & Management Seats (EMS)

EMS lines carry operator-seat counts, selected term, and any approved seat-volume discount on the order form and seat schedule.

  • Executive and management workspace access
  • Finance, payroll/HR review, tax, CRM, and operator command lanes
  • Guided review, proposal, delivery, and entitlement posture
Boundary: EMS pricing is visible and API-owned, but it does not create browser-owned checkout, discount approval, contract acceptance, billing automation, payment movement, or regulated execution authority.
CAD 10 / NME / month

Non-Management Employee Seats (NMES)

NMES lines carry employee-benefit seat counts, selected term, and explicit payroll/HR plus year-end tax-benefit posture on the seat schedule.

  • Employee payroll and HR portal access
  • Employee year-end tax-filing benefit posture
  • Employer-covered subscription that can be positioned as a staff benefit
Boundary: NMES remains API-owned entitlement truth. It does not create browser-owned payroll submission, slip transmission, tax filing, remittance, or silent provider execution.

Reviewed addenda

Explicit overlays
Bounded Review / Handoff

Bookkeeper / CPA / Lawyer reviewed overlays

Market-guided review overlays remain visible beside the EMS/NMES core.

These overlays attach as reviewed addenda when selected. They do not silently convert the Bookwiser core contract into self-serve expert engagement or regulated execution.
Boundary: Expert routing, acceptance, and follow-through remain API-owned and review-bounded.
Bounded Review / Handoff

Hire an Expert marketplace addendum

Bookwiser takes a 20% marketplace cut with expert-set rates under reviewed marketplace guidance.

Marketplace matching, rate confirmation, and payout posture remain API-owned and explicit. No browser-owned contracting, payment movement, or regulator representation is implied.
Boundary: Hire an Expert is a marketplace feed, not a silent outsourcing layer. Expert matching, approval, and payout remain API-owned and review-bounded.
Separate package family

LateAPI growth package addendum

LateAPI Free / Build / Accelerate / Unlimited remains a separate social package family.

LateAPI can be attached as a separate commercial addendum without redefining the Bookwiser OS EMS/NMES seat contract.
Boundary: LateAPI packaging remains a separate social growth family. Its Free / Build / Accelerate / Unlimited ladder stays visible, but it does not replace or redefine the Bookwiser OS EMS/NMES seat model.

Boundary notes

No browser-owned contract authority
  • Bookwiser OS Full Suite pricing is API-owned commercial truth. Public surfaces may present EMS/NMES, term discounts, and the seat-volume rule without creating browser-owned quote authority, signoff authority, or entitlement mutation.
  • Québec-facing contracting remains French-first and explicit. Pricing visibility does not waive contract-version control, adhesion-language posture, or acceptance boundaries.
  • LateAPI growth packages remain a separate bounded family for social operations. They may be sold beside EMS/NMES, but they do not replace the Bookwiser OS Full Suite pricing model.
  • Hire an Expert is a marketplace feed, not a silent outsourcing layer. Expert matching, approval, and payout remain API-owned and review-bounded.
  • Professional sign-up and rate setting do not create automatic acceptance, browser-owned contracting, regulator representation, or silent provider execution.
  • The 20% Bookwiser marketplace cut is visibility-safe commercial posture, but final engagement, compliance review, and expert authority remain explicit.
  • Contracts are versioned and API-owned. Public surfaces may preview terms, document versions, and the acceptance path without creating browser-owned quote authority, legal sufficiency authority, billing authority, payout authority, or entitlement mutation.
  • Québec external legal acceptance remains French-first. Companion English visibility does not replace the French source contract or the API-recorded acceptance record.
  • Renewal posture is explicit and review-bounded. Bookwiser may prepare renewal packets and seat-schedule changes, but it does not silently renew, widen scope, or activate addenda.
Human review plans
Keep the human lanes visible when the work needs a bookkeeper, CPA, or lawyer.
EMS/NMES remains the Bookwiser OS full-suite pricing core. These three human review plans stay visible beside that core so expert help can be routed cleanly instead of getting buried inside ambiguous custom-scope copy.
Bounded Review / Handoff
Bookwiser Bookkeeper Review
Market-guided monthly / per-transaction / hourly review · A human bookkeeping review lane for businesses that want an operator-reviewed bookkeeping plan, cleanup, close support, or ongoing monthly review without collapsing pricing into the core EMS/NMES contract.
Typical virtual bookkeeping packages often start around CAD 250–800 per month, with higher-complexity or firm-managed scopes stretching beyond that.
Freelance and hourly bookkeeping work commonly lands around CAD 30–90 per hour, while transaction-based pricing often compresses toward lower per-transaction rates as volume rises.
Urban and higher-complexity files usually price above smaller-market, lower-volume files.
Human bookkeeping review and catch-up planning
Monthly-close and reconciliation support posture
Escalation path into CPA review or specialist handoff when needed
Boundary: Bookkeeper Review is a human review overlay, not a replacement for EMS/NMES seat pricing. Scope, matching, signoff, and delivery remain API-owned and review-bounded.
Bounded Review / Handoff
CPA Freelancer / Firm Review
Market-guided hourly / retainer / project review · A CPA review lane for higher-assurance bookkeeping, year-end, tax strategy, financial statements, T2 support, and accountant-level review where the buyer needs licensed accounting oversight beyond the core Bookwiser runtime.
CPA work commonly prices around CAD 150–450 per hour depending on complexity, specialization, and market.
Retainers often start in the low hundreds per month for basic compliance and move into the thousands for broader accounting, payroll, and filing-prep support.
Project fees for T2 work, financial statements, or compilation-ready year-end support can vary materially with complexity.
CPA or firm review handoff posture
Year-end, T2, and financial-statement review lanes
Escalation for tax strategy, audit-support, and complex compliance review
Boundary: CPA Review remains a human expert lane. Bookwiser may route, package, and receipt the work, but it does not silently create a CPA engagement, filing authority, or regulator representation.
Bounded Review / Handoff
Lawyer / Law Firm Review
Market-guided hourly / flat-fee legal review · A legal review lane for incorporations, leases, shareholder matters, dispute-sensitive tax issues, and other legal work where solicitor-client privilege or licensed legal analysis is the correct next step.
Lawyer rates vary widely by seniority and firm size, with common hourly billing and flat-fee packaging both used in practice.
Routine business legal services such as incorporations, lease reviews, or estate-planning documents are often offered on flat-fee bases, while more complex matters remain hourly.
Major urban markets usually price above smaller regional markets.
Lawyer or law-firm review routing
Commercial, tax-dispute, and corporate legal review posture
Privilege-sensitive escalation where legal review is the correct control lane
Boundary: Lawyer Review is a reviewed legal handoff. Bookwiser may help route, package, and track it, but it does not become a law firm, create silent retainer acceptance, or perform legal execution.
Hire an Expert
A reviewed expert marketplace stays explicit about rates, review, and the Bookwiser cut.
Professionals can sign up, be reviewed by Bookwiser, set their own rates, and be matched into bounded review lanes. Bookwiser takes a 20% marketplace cut while keeping matching, approval, and payout posture inside the API-owned commercial boundary.
Bounded Review / HandoffBookwiser takes a 20% marketplace cut
Hire an Expert is a reviewed marketplace feed where bookkeepers, CPAs, and lawyers can sign up, be reviewed by Bookwiser, set their own rates, and be matched into bounded review lanes without turning the browser into a credential, contracting, payout, or regulated-execution surface.Intake: Professionals sign up, provide profile and practice details, and remain review-pending until Bookwiser has completed marketplace screening and category fit review.Review: Experts set their own rates within market-aware guidance. Bookwiser reviews fit, keeps expert profiles bounded to approved categories, and routes requests through API-owned matching and approval flows.Payout: Bookwiser’s marketplace take rate is 20%. Matching, rate confirmation, approval, invoicing, and payout posture remain API-owned and review-bounded.
Bounded Review / Handoff
Bookkeepers
Commonly hourly, monthly, or per-transaction · Independent and firm bookkeepers can offer cleanup, monthly-close, and bookkeeping review services, usually with rates driven by volume, complexity, and software stack.
Bounded Review / Handoff
CPAs
Commonly hourly, retainer, or project-based · CPAs and CPA firms can list bookkeeping oversight, tax, financial-statement, and advisory services with their own pricing posture subject to Bookwiser review and matching.
Bounded Review / Handoff
Lawyers
Commonly hourly or flat-fee · Lawyers and law firms can list reviewed legal-service categories such as incorporations, commercial review, tax-dispute posture, and business-law support with their own rates.
Hire an Expert is a marketplace feed, not a silent outsourcing layer. Expert matching, approval, and payout remain API-owned and review-bounded.
Professional sign-up and rate setting do not create automatic acceptance, browser-owned contracting, regulator representation, or silent provider execution.
The 20% Bookwiser marketplace cut is visibility-safe commercial posture, but final engagement, compliance review, and expert authority remain explicit.
LateAPI social ladder
Free, Build, Accelerate, and Unlimited make the social lane commercially legible.
A social set is one approved brand, location, or account bundle. This ladder explains which rung fits the operator, what social-set ceiling is expected, and which provider-facing capabilities remain review-bounded instead of being implied as self-serve execution.
Free entry
Entry lane
Free · 1 social set
A calm first rung for one brand, one location, or one account bundle that needs calendar clarity, approval-safe review, and honest activation posture before paid scale begins.
Founder validation and first-channel fit
1 social set
1 brand, location, or account bundle
Calendar and approval posture
API-held client keys still required
No browser-owned posting, DM sending, review publishing, entitlement mutation, or provider writes are created by the Free lane.
Operator-reviewed monthly lane
Growth lane
Build · Up to 3 social sets
The first paid rung for teams that need repeatable calendars, approvals, inbox/review visibility, and basic local-presence follow-through without pretending the browser owns provider authority.
Single-brand operators who need live review posture
Up to 3 social sets
Calendar, approvals, inbox, and review visibility
Basic local-presence posture
Add-ons stay explicit and API-owned
Build can surface richer social review posture, but it still does not imply autonomous posting, DM automation, review replies, or silent provider mutations.
Operator-reviewed multi-brand lane
Operating lane
Accelerate · Up to 10 social sets
The operating rung for teams that need multiple social sets, richer local-presence and review posture, and repeatable template/approval kit follow-through inside one bounded Bookwiser lane.
Multi-brand, multi-location, and campaign-heavy teams
Up to 10 social sets
Inbox, review, and local-presence posture
Template-pack and approval-kit visibility
Analytics and best-time review posture
Accelerate widens read posture and packaging depth only. Publishing authority, DM sending, review response execution, and provider writes remain API-owned and human-reviewed.
Custom enterprise review
Premium lane
Unlimited · Negotiated social-set ceiling
The premium rung for portfolio governance, negotiated social-set ceilings, executive reporting posture, and operator-managed expansion where the social machine must span brands, entities, or locations.
Portfolio, agency-style, or white-glove operator stacks
Negotiated social-set ceiling
Portfolio and multi-entity governance posture
Executive and commercial review posture
Operator-managed activation and expansion
Unlimited does not mean unbounded authority. Provider keys, posting, replies, pricing, and entitlements still remain API-owned and operator-reviewed.
LateAPI add-ons
Add-ons stay explicit so social scope does not disappear into custom-work ambiguity.
The social ladder can expand with extra social sets, DM/review kits, local-presence packaging, and richer analytics posture. Every add-on stays bounded by API-owned provider custody and operator-reviewed entitlement truth.
Add-on expansion
Extra social sets
Adds more brand, location, or account bundles above the base ladder without forcing a fake all-you-can-connect story.
Additional social sets still require operator review, API-held provider custody, and explicit entitlement truth.
Add-on pack
DM / comment / review kits
Makes response prep, operator templates, and review-safe community handling visible as a commercial lane rather than buried custom work.
These kits do not authorize autonomous DM sending, review replies, moderation, or browser-owned provider actions.
Add-on pack
Local-presence pack
Expands Google Business and location-facing review posture for operators who need local publishing, local insights, and profile continuity packaged honestly.
Local-presence visibility does not create Google Business mutation authority or silent location writes.
Add-on pack
Analytics and attribution pack
Adds richer analytics, best-time windows, and attribution review posture where the operator needs commercial follow-through above simple posting calendars.
This pack surfaces measurement posture only. It does not create ad-spend execution, billing truth, or autonomous optimization.
Activation prerequisites
Plan selection and client keys are prerequisites, not hidden blockers.
Bookwiser does not treat social activation as a magical on/off switch. The lane becomes activation-ready only when the commercial rung is selected, client-owned keys live inside Bookwiser’s API boundary, approved social sets are defined, and provider posture remains review-safe.
Activation prerequisitePlan selection and entitlement review
Bookwiser must know whether this client belongs on Free, Build, Accelerate, or Unlimited before the social lane should be treated as active.
Activation prerequisiteClient keys connected inside Bookwiser
Client-owned provider keys and credentials stay server-side. The browser never becomes the credential holder.
Activation prerequisiteApproved social-set scope
A social set is one approved brand, location, or account bundle. Activation requires an explicit allowed scope rather than an assumed all-accounts posture.
Activation prerequisiteProvider health and review posture
Even after plan and keys are in place, provider incidents, backlogs, or review pressure can keep the lane in operator-review mode.
Approved status label system
One label system now governs shipped, bounded, certification-gated, missing, and blocked claims.
Bookwiser now uses the same five approved labels across pricing, product posture, and demo-safe packaging. This keeps serious capability visible without drifting into fake-live or certification-blurred copy.
ShippedShipped
Use this label only when the capability is truly live in the current bounded runtime and does not depend on hidden certification, partner-write, or operator-only future work.Usage: Product, pricing, demo, and launch surfaces may use this label when the visible lane is already available today inside Bookwiser’s current shipped scope.
Bounded Review / HandoffBounded Review / Handoff
Use this label when Bookwiser can collect, summarize, route, review, or hand off the work but does not execute the regulated, provider-write, payment, filing, payroll, trust, or other stop-line action itself.Usage: This is the default label for serious current-scope capability that remains intentionally human-reviewed, partner-executed, or handoff-bounded.
Coming Soon — Pending Regulatory CertificationComing Soon — Pending Regulatory Certification
Use the certification-gated system label whenever a surface could otherwise imply that Bookwiser already has direct certified, licensed, regulated, or partner-execution authority that it does not yet hold.Usage: Certification-gated lanes may be named honestly, but the label must remain exact and may not drift into softer roadmap or pseudo-live wording.
MissingMissing
Use this label when a capability is not yet present in the current machine and should be described as absent rather than implied through adjacent copy.Usage: Missing means missing. It does not mean “quietly handled elsewhere,” “assumed live,” or “secretly available after the sale.”
Forbidden ClaimForbidden Claim
Use this label to explicitly block unsafe or untrue claims before they appear in product posture, pricing, launch, or demo copy.Usage: This label exists to stop misleading execution, certification, provider-control, or autonomy claims from appearing in high-visibility UI.
Forbidden ClaimDirect filing or remittance execution
This claim is blocked from public pricing, product posture, and demo-safe copy until the underlying authority actually exists.
Forbidden ClaimPayroll submission or slip transmission
This claim is blocked from public pricing, product posture, and demo-safe copy until the underlying authority actually exists.
Forbidden ClaimTrust execution or interest remittance
This claim is blocked from public pricing, product posture, and demo-safe copy until the underlying authority actually exists.
Forbidden ClaimCourt or regulator submission
This claim is blocked from public pricing, product posture, and demo-safe copy until the underlying authority actually exists.
Commercial boundary model
Pricing may be public, but provider authority still stays server-side.
Public pricing exists to make Bookwiser commercially credible. It does not move quote authority, acceptance authority, provider keys, invoicing, payment movement, or regulated execution into the browser.
The browser may request a review, but it does not approve discounts, switch entitlements, countersign terms, or create binding commercial truth.
LateAPI plans expose social-set ceilings and add-on seams without implying browser-owned posting, DM sending, review publishing, or local-profile mutation.
Client-owned provider keys remain inside the API boundary. The pricing page never becomes a credential custody surface.
Québec-facing commercial posture stays French-first and launch-safe; this page does not create consumer self-serve contracting.
Pricing review
Need the right Bookwiser and LateAPI path for your operator stack?
Use the guided review when you want EMS/NMES seat mix, contract term, seat-volume discounts, human review overlays, Hire an Expert routing, social-set scope, add-on posture, and activation readiness evaluated together. The public page sets expectations; the API-owned commercial machine keeps quote, signoff, contract truth, expert matching, and entitlement truth honest.