From a solo desk to a full agency.
Six plans on the same foundation. Start where you are, and change tiers as the agency grows. Annual billing saves up to 17%. Select a plan below and send us the details, and we'll follow up with an agreement. Want a one-week free trial first? Reach out and we'll get you set up.
| Individual $65/mo $649/year | Starter $130/mo $1,482/year | Agency $245/mo $2,793/year | Standard $499/mo $5,688/year | Professional $699/mo $7,968/year | Enterprise $1,199/mo N/A | |
|---|---|---|---|---|---|---|
| Seats | 1 | 2 | 2 | 5 | 10 | 20 |
| Roles | Admin only | Admin & bookkeeper | All roles* | All roles* | All roles* | All roles* |
| Money processing | · | ✓ | ✓ | ✓ | ✓ | ✓ |
| AI features | · | $15/seat add-on | $15/seat add-on | $15/seat add-on | ✓ | ✓ |
| QuickBooks Online sync | · | · | ✓ | ✓ | ✓ | ✓ |
| Client portal | · | · | ✓ | ✓ | ✓ | ✓ |
| Setup fee** | $100 one-time | $100 one-time | $400 one-time | $500 one-time | $700 one-time | $1,000 one-time |
| Select | Select | Select | Select | Select | Select |
* Agency and above include all roles, including Power User and read-only (auditor).
Additional seats are $50/seat per month on every plan except Individual.
All prices are subject to applicable tax. All plans carry a 12-month commitment.
** Setup fees are a starting point and may increase with implementation scope, such as the volume of historical data being migrated.
Start small
Individual runs a real desk.
Clients, submissions, deals, tasks, and reports for one agent. When money processing or a second seat enters the picture, move up a tier.
Grow into it
Change tiers as the agency grows.
Every plan runs on the same records, so an upgrade unlocks features without a migration or a new system to learn.
Bringing data?
Legacy imports are scoped with you.
Moving off a spreadsheet or an older system? We review your data and plan the import together, case by case.