Pricing
Start with documents.
Scale with data.
Pricing scales with how much financial reality you model — not how many seats you fill.
Essentials
For individual advisors getting started with structured financial data.
Growth
For growing teams that need higher volume and collaboration.
Enterprise
For firms and institutions that need advanced controls and scale.
Pricing questions
How does pricing scale?
Pricing maps to the volume of financial reality you model — households, documents ingested, and graph complexity. This means a solo advisor managing 200 households gets more value than 10 people managing 5 each, and the pricing reflects that.
Is there a free trial?
Yes. Essentials and Growth both include a 14-day free trial with full access. No credit card required to start. Upload real documents and see the structured model before committing.
What counts as a document?
Any file uploaded and processed through the extraction pipeline: tax returns, brokerage statements, K-1s, 1099s, insurance docs, trust agreements, etc. Documents stored but not yet processed do not count toward limits.
Can I upgrade or downgrade at any time?
Yes. Plan changes take effect at the start of your next billing cycle. If you upgrade mid-cycle, you get immediate access to the higher tier features with a prorated charge.
Do you offer annual billing?
Yes. Annual plans receive a 20% discount. Enterprise contracts are negotiated individually.
What happens if I exceed my document limit?
We notify you before you hit the limit. Additional documents beyond the plan cap are processed at a per-document overage rate. No data is lost or paused — we just charge for the extra volume.
Not sure which plan? Talk to us