From signup to your first P&L, first estate document, and first File Vault upload — in about 15 minutes.
Go to harapro.com/signup and sign up with your Google account or email + password. No credit card required for the Free plan. You'll land directly in the dashboard.
If you're a CPA, advisor, or family office planning to bring clients along, start with a regular individual account to explore the product — then head to Partners to apply for the Partner Program.
In the dashboard sidebar, click Entities → New entity. Enter:
On Free, you get 1 entity. On Starter, 3. On Pro, 10. On Family Office, unlimited. Each entity is a separate "book" — its own transactions, P&L, tax forecast, and documents.
From the entity dashboard, click Connect bank. You'll be handed off to Plaid's OAuth flow. Plaid supports 12,000+ U.S. banks. Sign in with your bank credentials (Plaid sees them, HaraPro never does) and pick which accounts to link to this entity.
Transactions start syncing within 60 seconds. You'll see 2 years of history imported by default. From then on, new transactions arrive in HaraPro within 4–24 hours of posting at your bank.
Full guide: Connecting banks and uploading statements →
As transactions land, the Classifier Agent auto-assigns a category (from 49 built-in: Cost of Goods Sold, Meals & Entertainment, Travel, Professional Fees, etc.) and up to 17 tax tags (Deductible, Capital, §179, Personal, etc.).
Open the Transactions tab and scan the Needs review column — typically the first 5% of new transactions. Click any row to confirm or change. The AI learns from your corrections within 24 hours, and your overall accuracy climbs from ~85% on day 1 to >95% by week 3.
Full guide: AI classification & the 4-layer memory system →
File Vault is where every document related to your financial life lives — tax returns, K-1s, 1099s, closing statements, insurance policies, and estate documents. Storage is encrypted at rest (AES-256), tenant-isolated, and version-preserved forever.
From the sidebar, go to File Vault → Upload. Drag in a file or browse. HaraPro auto-detects:
Link the document to the entity (or estate record, investment, transaction — whatever fits). Every future version of the same file preserves history automatically.
If you already have a trust, will, POA, or advance directive, head to Estate Planning → Upload document. Drag in the PDF and the Estate Agent extracts:
If you don't have estate documents yet, HaraPro's Estate module gives you organized placeholders for all 25 document types so your CPA, advisor, and attorney can collaborate in one place. The Estate Planning Guides (launching this week) walk you through drafting Trust, Will, POA, Healthcare Surrogate, HIPAA, Living Will, and Personal Property Memorandum with state-specific templates and pre-filled entities and beneficiaries. Final PDFs auto-save to your File Vault.
Tier gating: Free has no Estate access. Starter gets 2 documents total. Pro gets 3 of each major type (trust/will/POA/directive) + 5 AI extractions per month. Family Office is unlimited.
The Free plan is forever for 1 entity and 500 transactions. When you hit that limit — or when you want unlimited AI classification, CPA export, the deduction simulator, investment tracking, or the full Estate module — click Upgrade in settings.
Every paid plan has a 14-day free trial and a 30-day money-back guarantee. Upgrades are prorated; downgrades take effect at the next billing cycle.