🚀 Getting Started

Sign up in 30 seconds

There are two ways to create your free HaraPro account:

1. Google Sign-In (fastest): Click "Continue with Google" on the sign-up page. This uses your existing Google account — no new password needed.
2. Email & Password: Enter your full name, work email, and choose a password (minimum 8 characters).

After signing up, you'll be guided through the Entity Setup Wizard to configure your first entity.

What happens after sign-up?

1. Your account is created on the Free tier (1 entity, 500 transactions)
2. The Entity Setup Wizard walks you through your first entity
3. You're prompted to choose a plan (you can skip and stay on Free)
4. You land on your dashboard — ready to upload or connect a bank

What's an entity?

An "entity" is any business or financial structure you want to track: an LLC, S-Corp, C-Corp, trust, partnership, or even your personal finances. Each entity gets its own P&L, balance sheet, and tax tracking.

Setting up your entity

During the Entity Setup Wizard (or anytime from the Manage tab), you'll enter:

• Entity name: e.g., "Apex Staffing LLC"
• Short name: e.g., "Apex Staffing" (used in tags and charts)
• Entity type: LLC, S-Corp, C-Corp, Partnership, Trust, or Personal
• EIN: Your federal Employer Identification Number (optional but recommended)
• Color: Pick a color — this tags every transaction belonging to this entity

Your command center

The Home tab is your financial command center. At a glance, you can see:

• Entity overview: Revenue, expenses, and net income per entity
• Pending transactions: How many transactions need your review
• Tax position: Estimated tax liability and effective rate
• Upcoming deadlines: Tax payments, filings, and compliance dates
• Alerts: Issues that need your attention

The 10 tabs

HaraPro is organized into 10 main tabs:

1. Home — Dashboard overview
2. Upload — Upload bank statements (PDF/CSV) or connect banks via Plaid
3. Transactions — Review, classify, and approve transactions
4. Financials — P&L, Balance Sheet, cash flow statements
5. Reports — Charts, graphs, and data visualizations
6. Simulations — Tax scenario modeling (Starter+)
7. Structure — Entity hierarchy and corporate structure (Pro+)
8. Taxes — Tax position, quarterly estimates, IRS forms
9. Alerts — Deadlines, compliance issues, and recommendations
10. Manage — Account settings, entities, team, billing

Automatic bank connection via Plaid

HaraPro connects to 12,000+ banks and financial institutions through Plaid — the same service used by Venmo, Robinhood, and Coinbase.

1. Go to the Upload tab
2. Click "Connect Bank"
3. Search for your bank (Chase, BofA, Citi, Wells Fargo, etc.)
4. Log in with your bank credentials (securely handled by Plaid — HaraPro never sees your password)
5. Select which accounts to connect
6. Map each account to an entity (e.g., "Chase *5895 → HS Prime LLC")

Once connected, transactions sync automatically every day. No more manual uploads.

Supported formats

HaraPro accepts bank statements in two formats:

• PDF: Download your statement from your bank's website. HaraPro auto-detects the bank and parses transactions automatically.
• CSV: Most banks offer a "Download transactions" option in CSV format. Upload the file and HaraPro maps the columns.

Supported banks (auto-parse)

PDF auto-parsing is currently supported for: Chase (CC and checking), Citi (AAdvantage CC and checking), Bank of America (CC and checking), HSBC (Elite and Premier CC), Mercury (checking), Capital One (CC), Priceline/Barclays (CC), and Fidelity (investment reports and 1099s).

How to upload

1. Go to the Upload tab
2. Drag and drop your file — or click to browse
3. HaraPro detects the bank format automatically
4. Transactions appear in your Transactions tab as "Pending"
5. Review and approve each transaction (or batch-approve with AI)

Which plan is right for you?

• Free ($0): Perfect for testing HaraPro with 1 entity and up to 500 transactions. Basic P&L and manual classification.
• Starter ($29/mo): For business owners with 2-3 entities who want tax calendar alerts, Smart Insights, and AI classification (50/mo).
• Pro ($79/mo): For serious multi-entity owners. Unlimited entities, unlimited AI, depreciation tracking, CPA export, IRS forms, and structure builder. Most popular choice.
• Family Office ($199/mo): Everything in Pro plus estate planning, trust tracking, investment portfolio, AI advisory agent, multi-user access, and priority support.

The 14-day free trial

Every paid plan includes a 14-day free trial — no credit card required. You get full access to all features in your chosen tier. If you don't upgrade after 14 days, your account reverts to the Free plan. Your data is never deleted.

Annual billing

Save 17% by choosing annual billing (the equivalent of 2 months free). You can switch between monthly and annual billing at any time from your Manage tab.