Features
Real-Time Financial Visibility
Live Interactive Dashboards
AI-Powered Insights & Alerts
Pricing Optimization
Multiple Integrations
Data Import (Excel / Manual)
Team Access & Collaboration
Support
Bank-Level Encryption
Onboarding & Training
Essential Plan
$XXX / month
Who It’s For: Smaller teams or those just getting started with real-time financial tracking
Key Benefits: Immediate visibility, basic dashboards, email support
✓ Included
✓ Basic with standard KPIs
✖ Not included
✓ Basic rules & suggestions
✓ 1-2 Integrations Included
✓ Included
✓ Up to 5 users
✓ Email Support
✓ Included
✓ Self-Guided Tutorials
Professional Plan
$XXX / month
Who It’s For: Mid-sized to larger organizations requiring deeper analytics and multiple integrations
Key Benefits: Custom dashboards, AI-powered alerts, priority support
✓ Included
✓ Advanced (Custom KPIs)
✓ Included
✓ Rules & Dynamic Updates
✓ 5+ Integrations Included
✓ Included
✓ Up to 20 Users
✓ Priority Email + Live Chat
✓ Included
✓ Assisted Setup & Training
Enterprise Plan
Custom quote
Who It’s For: Complex organizations with unique needs—looking for a fully tailored, scalable solution
Key Benefits: Advanced AI, unlimited integrations, dedicated manager
✓ Included + Custom
✓ Fully Tailored Dashboards
✓ AI + Predictive Analytics
✓ Fully Customized Pricing
✓ Unlimited + Priority Support
✓ Automated Pipelines
✓ Unlimited + Permissions
✓ Dedicated Manager + SLAs
✓ Additional Security Layers
✓ Custom & team workshops
Ready to
Get Started?
Choose the plan that fits your business—or reach out if you need a custom solution.