Admin 05 Jun 2026 11:24

 

Record Keeping Aid Features & Pricing

Keeping accurate records is vital for businesses, freelancers, and hobbyists alike. The Record Keeping Aid (RKA) is a cloudbased solution designed to simplify data entry, organize documents, and generate reports with just a few clicks. Below you will find an overview of its core capabilities, who can benefit the most, and a clear breakdown of pricing plans.

Key Features

1. Centralized Dashboard

All your recordssales, expenses, inventory, and client informationare displayed on a single, customizable dashboard. Widgets can be added or removed to focus on the metrics that matter most to you.

2. Automated Data Capture

  • Import CSV, Excel, or Google Sheets files.
  • Connect directly to popular accounting platforms (QuickBooks, Xero, FreshBooks).
  • Use the mobile app to scan receipts; OCR extracts amounts, dates and vendor names automatically.

3. Secure Cloud Storage

Data is stored in encrypted servers located in the EU and US. Each file has version control, so you can revert to previous revisions if needed.

4. Compliance & Audit Trails

The system logs every edit, who made it, and when. Builtin templates help you meet GDPR, HIPAA, and local tax authority requirements.

5. Reporting & Export

Generate financial statements, tax summaries, and inventory turnover reports in PDF, Excel, or HTML. Schedule automatic email delivery for recurring reports.

6. Collaboration Tools

  • Invite team members with rolebased permissions (Viewer, Editor, Admin).
  • Comment on individual records to keep discussions contextual.
  • Integrate with Slack, Microsoft Teams, and email for realtime notifications.

Who Benefits Most?

Target Audience Typical UseCase Key Benefit
SmalltoMedium Enterprises Monthly financial close and tax preparation Reduces manual entry by up to 70%
Freelancers & Solopreneurs Tracking billable hours and expenses Oneclick invoicing and expense reimbursement
Nonprofits & Associations Grant reporting and donor management Builtin compliance templates for 501(c)(3) reporting
Educational Institutions Managing research project budgets Granular permission levels for studentadvisor collaboration

Pricing Plans

RKA offers three subscription tiers. All plans include a 14day free trial, unlimited cloud storage, and 24/7 email support.

Plan Monthly Price Annual Price (Save 15%) Included Features
Starter $12/user $122/user Dashboard & basic widgets
OCR receipt scanner (500 scans/month)
CSV/Excel import
Standard reports
Professional $25/user $255/user All Starter features
API integrations (QuickBooks, Xero, Slack)
Unlimited OCR scans
Advanced reporting & scheduled exports
Rolebased permissions
Enterprise Contact sales Contact sales All Professional features
Dedicated account manager
Single signon (SAML, Azure AD)
Custom compliance modules
Onpremise optional deployment

*Prices are in U.S. dollars and exclude applicable taxes. Discounts are available for nonprofits and educational institutions.

How to Get Started

  1. Visit the signup page and choose a plan.
  2. Enter your company details and create an admin account.
  3. Invite team members and assign appropriate roles.
  4. Upload existing spreadsheets or scan paper receipts.
  5. Set up recurring reports and start automating your workflow.

Frequently Asked Questions

Is my data safe?

All data is encrypted at rest (AES256) and in transit (TLS1.3). We undergo annual SOC2 TypeII audits and offer optional twofactor authentication.

Can I cancel anytime?

Yes. Subscriptions are monthtomonth or annual. Cancel before the renewal date to avoid further charges. Your data will be retained for 30days after cancellation, after which it is permanently deleted unless you opt for backup export.

Do you offer a discount for multiple users?

For 10 or more users we provide a volume discount of up to 20% off the listed price. Contact our sales team for a personalized quote.

Is there a mobile app?

Both iOS and Android apps are available. The app mirrors the web dashboard and includes offline receipt capture that syncs when you reconnect.

Conclusion

The Record Keeping Aid streamlines the entire lifecycle of datafrom capture to complianceallowing businesses of any size to focus on growth rather than paperwork. With scalable pricing, robust security, and an intuitive interface, it stands out as a practical solution for anyone serious about organized, accurate records.

Ready to simplify your recordkeeping? Start your free trial today and see how much time you can save.

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