Simple, transparent pricing
The right plan for every organization
No hidden fees. No long-term lock-in. Cancel anytime.
Starter
$149per month
For smaller organizations getting started with structured financial management.
Start free trial- Up to 50 client accounts
- Core transaction management
- Basic reporting & statements
- Staff portal (up to 3 users)
- Email support
- SOC 2 compliant infrastructure
Most popular
Professional
$349per month
For growing organizations that need advanced workflows and deeper reporting.
Start free trial- Up to 250 client accounts
- Advanced transaction workflows
- Full reporting suite & exports
- Staff portal (up to 15 users)
- Beneficiary & family portal
- Approval workflows & audit trail
- Priority email & chat support
- SOC 2 + HIPAA ready
Enterprise
Custom
For large networks and multi-site organizations with complex compliance needs.
Contact sales- Unlimited client accounts
- Custom workflows & integrations
- Advanced analytics & dashboards
- Unlimited staff users
- Dedicated account manager
- SLA-backed uptime guarantee
- Custom compliance reporting
- On-site onboarding & training
14-day free trial on Starter & Professional. No credit card required.
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Everything side by side
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Accounts & Users | |||
| Client accounts | Up to 50 | Up to 250 | Unlimited |
| Staff users | 3 | 15 | Unlimited |
| Beneficiary portal | |||
| Family / caregiver portal | |||
| Financial Management | |||
| Transaction management | |||
| Approval workflows | |||
| Recurring transactions | |||
| Bulk transaction import | |||
| Reporting | |||
| Basic statements | |||
| Full reporting suite | |||
| Custom report builder | |||
| Data exports (CSV, PDF) | |||
| Security & Compliance | |||
| SOC 2 compliant | |||
| HIPAA ready | |||
| Audit trail | |||
| Custom compliance reporting | |||
| Support | |||
| Email support | |||
| Priority chat support | |||
| Dedicated account manager | |||
| On-site onboarding | |||
Common questions
Pricing FAQ
Not sure which plan is right for you?
Talk to our team — we'll help you find the best fit for your organization's size and needs.
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