Pricing

Free to start.
Priced by usage.

The Financial Intelligence OS, priced like infrastructure. Create a workspace in minutes — no card — and upgrade only as your team's volume grows: more documents, more enrichment, more seats.

Every plan includes the full loop — collect, structure, propose, approve — with source-linked provenance and the human approval gate. Plans differ by seats and usage.

Free

$0forever

Explore the platform with a lightweight workspace.

3 seats
10 document extractions / mo
25 enrichments / mo
The full loop — collect, structure, propose, approve
Source-linked extraction and answers
The approval gate — AI proposes, you ratify
Firm-scoped tenant isolation
Start free
Most popular

Launch

$200/mo

14-day free trial · no card to start

Run your first repeatable workflow.

5 seats
150 document extractions / mo
400 enrichments / mo
Everything in Free
Higher document and enrichment limits
Proposal review with full source provenance
Overnight runs — work prepared while you sleep
Start 14-day trial

Growth

$600/mo

14-day free trial

Scale your work with market intelligence and evidence tracking.

15 seats
600 document extractions / mo
1,500 enrichments / mo
Everything in Launch
Market intelligence — sector trends and comps
Evidence tracking with field-level provenance
Compounding firm memory across your work
Start 14-day trial

Enterprise

Custom

The full platform for institutional teams. Unlimited seats and usage, SSO/SAML and RBAC, custom retention and regions, and a security review with DPA and procurement support.

Talk to sales

Pricing questions

Is it really free to start?

Yes. Create a workspace with no card, invite a teammate, and run the full analyst loop — Vault, Pipeline, Ask, and the approval gate. The Free plan includes real usage each month; you only upgrade when your volume grows.

What counts as usage?

Two things are metered per billing period: document extractions (parsing a statement, contract, or deck into structured, source-linked data) and enrichments (researching and enriching a company, account, or household). Seats are the number of teammates in your workspace.

What happens when I hit a limit?

Nothing breaks — you're prompted to upgrade, and limits reset each period. Upgrading raises your seats, extractions, and enrichments, and unlocks higher-tier modules.

How do the paid plans differ?

Launch raises your limits for a team running its first repeatable workflow. Growth adds market intelligence and evidence tracking on top, for teams scaling across more documents and records.

Can I change plans anytime?

Yes. Upgrade or downgrade whenever your team's volume changes. Paid plans start with a 14-day free trial so you can prove the workflow before you commit.

What about SSO, custom retention, or integrations?

That's Enterprise — unlimited seats and usage, SSO/SAML and RBAC, custom retention and regions, and a security review with DPA and procurement support. Talk to us and we'll scope it around your team.

Start free in minutes. Create your workspace