Simple, transparent pricing

Whether you're an individual, a small team, or a growing enterprise, we have a plan that aligns perfectly with your goals.

Lite

For individuals and small teams trying out for an unlimited period.

29/month
  • Core financial dashboard
  • Basic reporting
  • Secure data access
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Basic

For individual account executives who want increased productivity.

49/month
  • Advanced analytics
  • Insurance overview
  • Invoicing and payments
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Plus

For medium and large sales organizations with advanced needs.

99/month
  • Full financial suite
  • Risk and coverage insights
  • Priority support
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Need a pricing plan built for your specific business needs

Not seeing the right fit? We design custom plans that match your structure, goals, and growth strategy. Let’s build exactly what you need.

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Features and benefits

We help your business perform better

Our solutions streamline operations, improve decision-making, reduce risk, and support sustainable growth.

Reduce costs

Eliminate expenses through automation, smarter workflows, and efficient resource allocation.

Increase conversion

Turn more leads into clients using optimized processes and data-driven strategies.

Mitigate risk

Identify issues early, ensure compliance, and protect operations with monitoring.

Quality scores

Improve accuracy, reporting standards, and overall performance through benchmarks.

Software support

Get reliable assistance, timely updates, and guidance for seamless platform operation.

Scale your business

Expand operations efficiently without adding complexity or increasing operational overhead.

Essentials to power
your financial workflow

Everything you need to manage money, risk, and reporting without unnecessary complexity.

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  • Real-time insights
  • Secure data
  • 24/7 Support