Pricing
Three packages, priced per team and billed monthly or yearly, and an Enterprise option when none of them fit. During the beta we agree the package with you and invoice it.
PackagesThese are the packages as they stand. Firms already in the beta keep the rate they agreed for the full term of their agreement, and this page does not change it.
Questions about pricing
How much do we get to send in?
The allowance is counted in credits, and reading documents is what spends them: a receipt is one credit, a 20-page capital account statement three, a 174-page fund report five. That is a number you can forecast, and the app shows the estimate before you upload, never after. Each package's monthly credits are on its card, sized comfortably above a normal firm's flow. A question to the assistant is a twentieth of a credit, so roughly twenty of them to one, and a long conversation over many documents costs more than a short one because it carries more to read. How much you HOLD is not rationed the same way: the limits on positions, assets and books are far more than a firm of that size keeps, because a record sitting in the system costs us nothing and we would rather you put everything in. The directory is not rationed at all. Entities, people and ownership links are unlimited on every package. A single family office can easily run fifty companies and trusts across three generations, and a product that charged for recording them would be a product that quietly encouraged an incomplete picture. Those ceilings exist so one pathological case cannot run away with the system, not as a lever we expect anyone to meet: a firm with fifty aircraft, boats and properties alongside its funds is still using a fraction of what Office allows.
Can we pay yearly?
Yes, for a new agreement: twelve months for the price of ten, invoiced at the start of each contract year. The included credits stay a monthly allowance, and extra credits are invoiced monthly as you use them. The year renews unless you cancel one month before it ends.
What happens if we go over the seat count?
Nothing breaks. We will agree the extra seats and add them to the next invoice, or amend the SOW if the team has grown into the next package.
We run more than one team. Is each one priced separately?
Yes. A package covers one team in the app, so a firm running separate teams, say one per entity, or a family office keeping a client's books apart from its own, is licensed once per team. That is deliberate: teams are how access and data are kept apart, and we would rather you create the team you need than share one to save on the invoice. Tell us how many you expect and we will put them on one agreement and one invoice.
Where is our data?
In the EU, under a DPA that names every subprocessor.
What happens to our data if we leave?
You export it. It is in the agreement, it is not conditional on why you are leaving, and it applies to everything you put in, not a summary of it.
Tell us about your firm
Send us a note about how many entities and statements you are dealing with, and we will come back with a package and a price rather than a discovery sequence.