Pricing
Every feature for 14 days. Then a plan per company.
No credit card to start. After the trial, pick the plan that fits how you work.
Standard
$29 / company / month
One company. Every feature. Standard AI usage.
- Memory, Numbers, Knowledge
- Home briefing, Inbox, Activity
- Workflows and automatic runs
- Connect your AI via MCP
Premium
$99 / company / month
One company. Every feature. Five times the AI usage.
- Everything in Standard
- Five times the AI usage
- For teams that run daily
Portfolio
$99 + $19 / client company
The hub for advisory firms. Every client keeps its own memory; you get the view across all of them.
- Portfolio hub
- Templates applied per client
- One AI connection, per-client access
- Seat billing per client company
Firm
Custom
Larger portfolios and firms. A human path for 50-seat buyers.
- Everything in Portfolio
- Volume terms
- Onboarding for the whole team
AI usage is included in every plan and shown as a simple percentage. Need more in a busy month? Add extra usage from $10, and unused usage carries into next month.
Pricing questions
What happens after the 14 days?
Pick a plan from $29 per company per month, or walk away. There's no card on file to forget.
What counts as a company?
One set of books with its own memory, numbers, and workflows. Advisory firms run one company per client inside the Portfolio hub.
Can I change plans later?
Yes, at any time from Settings. Upgrades apply immediately; downgrades apply at the next renewal.