Plans & Billing
Simple, transparent pricing. No hidden fees.
Starter
$2,000/year
For solo operators and small teams getting started.
- Unlimited file uploads
- 25 deterministic insight rules
- Daily CFO brief
- 2 user seats included
Professional
$5,000/year
Full analysis suite for growing finance teams.
- Everything in Starter
- Industry-tuned thresholds
- Action engine with priorities
- Deal analysis + reverse pricing
- 1031 exchange considerations
- Confidence scoring
- Deal comparison tool
- Accounting statement analysis
- 5 user seats included
Institutional
$12,000/year
For larger organizations with advanced needs.
- Everything in Professional
- Unlimited user seats
- Priority processing
- Admin controls
- Advanced report generation
- Document analysis
Enterprise
Custom
Multi-org, custom integrations, dedicated support.
- Everything in Institutional
- Multi-organization support
- QuickBooks / Xero integration
- Custom onboarding
- Dedicated support
Additional User Seats
$275 per additional user / year
Each plan includes a set number of user seats. Need more? Add seats at $275/user/year. No setup fees. No hidden charges. Billed with your annual subscription.
No Hidden Fees
- No setup fees
- No per-upload charges
- No per-analysis fees
- No overage charges
- Cancel anytime — no penalties
All plans billed annually. Prices in USD. Tax may apply based on jurisdiction.
Enterprise pricing customized based on organization count, integrations, and volume.
Additional user seats: $275/user/year, billed with subscription. No minimum commitment beyond the plan.
Founder and internal accounts are not billed.