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Pricing

Each role has its own price.

Every role is priced on its own, per month in US dollars. These are the same plans shown on each role's page. Choose a plan to create your workspace — checkout opens after you sign in.

Financial Analyst

From $599/mo

First month free

About this role

  • Solo

    $599/mo

    One entity — driver-based forecast and a reviewed monthly drift narrative.

    Choose Solo

    or $5,990 a year — 2 months free · Pay yearly

    The year is billed today; the free first month comes with monthly billing.

  • Team

    $1,499/mo

    Three companies in one workspace — separate books, a full cockpit for each, one-click switching. Invite as many colleagues as you like: the plan counts companies, never seats. AR Cash Collector Solo included (300 invoices, unlimited letters — one per customer per week).

    Choose Team

    or $14,990 a year — 2 months free · Pay yearly

    The year is billed today; the free first month comes with monthly billing.

  • Practice

    $1,995/mo

    Up to 10 companies in one workspace — portfolio board, a full cockpit per company, and one-click switching between them. AR Cash Collector Solo included (300 invoices, unlimited letters — one per customer per week).

    Choose Practice

    or $19,950 a year — 2 months free · Pay yearly

    The year is billed today; the free first month comes with monthly billing.

Outbound Sales Assistant

From $149/mo

Free to try: 10 verified contacts + 30 emails, one-time, no card

About this role

  • Starter

    $149/mo

    200 verified contacts/mo · up to 400 emails. Up to 2 sending mailboxes (rotation + warmup). A second AI checks every email before it sends.

    Choose Starter

  • Team

    $499/mo

    1,000 verified contacts/mo · up to 2,000 emails. Up to 3 sending mailboxes (rotation + warmup). A second AI checks every email before it sends.

    Choose Team

  • Scale

    $1,199/mo

    2,500 verified contacts/mo · up to 5,000 emails. Up to 8 sending mailboxes (rotation + warmup). A second AI checks every email before it sends.

    Choose Scale

Support Desk Manager

$0.69 per resolution, or from $149/mo

50 free resolutions in 30 days, no card

How per-resolution billing works About this role

Renewal Manager

From $199/mo

How we keep the AI honest About this role

  • Team

    $199/mo

    100 customers checked every day — risks with the evidence, and save emails drafted for you. Reads your CRM: HubSpot, Salesforce, Zoho, Pipedrive or Close.

    Choose Team

    or $1,990 a year — 2 months free · Pay yearly

    The year is billed today; the 14-day trial comes with monthly billing.

  • Scale

    $799/mo

    500 customers, every account-health change double-checked by a second, stronger AI model, and save playbooks.

    Choose Scale

    or $7,990 a year — 2 months free · Pay yearly

  • Business

    $2,499/mo

    2,000 customers, plus CRM write-back to Salesforce.

    Choose Business

    or $24,990 a year — 2 months free · Pay yearly

  • Enterprise

    Custom

    Unlimited customers, SSO, and a custom SLA available — sign in to talk to us.

    Contact us

Contract Manager

From $9 a contract or $49/mo

First contract free

About this role

  • Per contract

    $9/contract

    Pay only for the contracts you send — no monthly fee. The same cited brief, risk explainers and deadline tracking.

    Choose Per contract

  • Starter

    $49/mo

    7 contracts a month, briefed and cited — every viewer included. Then $8 per extra contract.

    Choose Starter

  • Growth

    $179/mo

    25 contracts a month, every viewer included, and version-to-version memory. Then $7 per extra contract.

    Choose Growth

  • Team

    $399/mo

    65 contracts a month, every viewer included, and version-to-version memory. Then $6 per extra contract.

    Choose Team

AR Cash Collector

From $99/mo

About this role

  • Cockpit

    Free

    Free: template reminders from your own mailbox, up to 100 a month, each approved by you. Up to 100 invoices, no card. AI paragraph, reply answers and automatic sending on paid plans.

    New here? The first 14 days are the full Solo plan — AI paragraph, AI answers to replies, autopilot — free, no card. Then this free plan, by itself.

    Start free

  • Solo

    $99/mo

    One entity · up to 300 invoices · $99/mo

    + to Free

    • AI paragraph in letters
    • AI-drafted answers to customer replies, documents attached
    • Autopilot for routine reminders, customer by customer
    • Unlimited letters (one per customer per week)
    Choose Solo

    or $990 a year — 2 months free · Pay yearly

  • Growth

    $249/mo

    Two entities · up to 1,000 invoices · 3 users · $249/mo

    + to Solo

    • Payment plans: split an overdue invoice into instalments
    • Customers accept a plan in their payment portal
    Choose Growth

    or $2,490 a year — 2 months free · Pay yearly

  • Team

    $499/mo

    Three entities · up to 2,500 invoices · 5 users · $499/mo

    + to Growth

    • Customers assigned to staff, each with their own queue
    • Roles: approver, editor, viewer
    • Per-user visibility by legal entity
    • Alerts to Slack, Microsoft Teams or a webhook
    Choose Team

    or $4,990 a year — 2 months free · Pay yearly

  • Business

    $999/mo

    Five entities · up to 10,000 invoices · 20 users · $999/mo

    + to Team

    • SSO (SAML) on request
    • Audit-log export
    • Priority support
    Choose Business

    or $9,990 a year — 2 months free · Pay yearly

Questions

Before you choose a plan

What is included in each plan?

Each plan covers a role's work up to the limit it states — companies, contacts, contracts, tickets, customers or invoices — and the limit is a hard ceiling. Some roles bill usage above the allowance, such as support resolutions. Prices are in US dollars, before tax; several roles can also be paid yearly, 2 months free.

Is there a free trial?

Yes. Every role has a free way to start. The Financial Analyst's first month is free with no card: it starts when you connect your books, and without a card by the end, the plan pauses — it is not cancelled. The free month comes with monthly billing; a yearly plan is billed the day you buy it.

Can I cancel at any time?

Yes. Cancel in Settings: the plan runs to the end of the period you paid for and does not renew. If a role is not a fit, ask within 14 days of its first charge and that charge is refunded in full. Your data stays exportable for 30 days after your last plan ends, then it is deleted.

Rolling out a few roles at once?

If you're hiring three or more roles across a team, talk to us — we'll tailor the plan and the price to what you actually need.

Talk to us