Simple, Transparent Pricing
Start free, upgrade when you need more. No hidden fees, no surprises.
Starter
Perfect for solo consultants getting started
$49/month
Start Free TrialResources
- Dashboards5
- Data sources3
- Client portals1
- Team members1
- AI generations/mo50
Features
- CSV & Google Sheets
- QuickBooks, HubSpot, Stripe
- AI insights & analysis
- PowerPoint export
- White-label portals
- API access
- Priority support
Most Popular
Professional
For growing practices with multiple clients
$99/month
Start Free TrialResources
- DashboardsUnlimited
- Data sources10
- Client portals10
- Team members3
- AI generations/mo500
Features
- CSV & Google Sheets
- QuickBooks, HubSpot, Stripe
- AI insights & analysis
- PowerPoint export
- White-label portals
- API access
- Priority support
Agency
For teams serving many clients at scale
$199/month
Start Free TrialResources
- DashboardsUnlimited
- Data sourcesUnlimited
- Client portalsUnlimited
- Team members10
- AI generations/moUnlimited
Features
- CSV & Google Sheets
- QuickBooks, HubSpot, Stripe
- AI insights & analysis
- PowerPoint export
- White-label portals
- API access
- Priority support
30-Day Money Back
Not satisfied? Get a full refund within 30 days, no questions asked.
Cancel Anytime
No long-term contracts. Cancel your subscription whenever you want.
Team Seats Included
Each plan includes team members. Starter: 1, Professional: 3, Agency: 10.
Frequently Asked Questions
Have another question? Contact us
What counts as a data source?
A data source is any connection to your data — a CSV upload, Google Sheet, or integration like QuickBooks or HubSpot. Each unique connection counts as one data source.
Can I change plans later?
Yes! You can upgrade or downgrade at any time. When upgrading, you'll get immediate access to new features. When downgrading, the change takes effect at your next billing cycle.
What happens if I exceed my limits?
We'll notify you when you're approaching your limits. You can upgrade anytime, or we'll help you optimize your usage. We never delete your data.
Do you offer annual billing?
Yes! Annual billing saves you 20%. You can switch to annual billing from your account settings at any time.
Can I add more team members?
Each plan includes a set number of team members. If you need more seats, upgrading to the next tier is usually the best value. Contact us for custom enterprise pricing.
Is my data secure?
Absolutely. We use bank-level encryption (AES-256) for all data at rest and in transit. We're SOC 2 compliant and can sign BAAs for HIPAA compliance on Agency plans.
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