Pricing
Every plan includes the command center, customer records, invoicing, and bank sync. Higher plans add collections automation, scenario stress tests, the workflow builder, API access, and enterprise controls. Seats are included per plan and can be added individually.
How to choose
Plan fit
For one or two people who invoice, chase payment, and want the bank, the books, and the customer in one view
For a team that shares the chasing: one inbox, a named owner per account, and follow-up that runs on its own
For finance teams that model decisions before making them, and need disputes, payment plans, API access, and an audit trail
For organizations with a security review, a directory to sync, and requirements about where the software runs
Seats and add-ons
Every plan includes seats. Add more at the price for that seat type. A viewer seat brings in an accountant, a lender, or a board member for less than an operating seat.
Admin
$49 per month
Full access to billing, configuration, and team management.
Member
$45 per month
Standard access to create and manage workflows and operations.
Viewer
$39 per month
Read-only access for stakeholders and auditors.
Add one capability without changing plan. On higher plans these are already included, so there is nothing to add.
Advanced Analytics Pack
$100 per month
Unlock advanced analytics without upgrading your base plan
Starter only
API Access Pack
$100 per month
Unlock API access and generate API keys on lower tiers
Starter only
Advanced Analytics (Per Seat)
$10 per month per seat
Unlock advanced analytics for your whole team, billed per seat
Starter only
API Access (Per Seat)
$10 per month per seat
Unlock API access for your whole team, billed per seat
Starter only
Email Volume Pack
$49 per month
Add 50,000 monthly external email sends
only
SMS Volume Pack
$99 per month
Add 10,000 monthly external SMS messages
only
Voice Volume Pack
$199 per month
Add 2,000 calls and 10,000 voice minutes monthly
only
The shared view of cash, customers, and invoices. Included on every plan.
Invoicing, collections, and the work that follows an invoice
Recurring finance work that runs without a person starting it
Agent work, and the review step that keeps it accountable
How much the workspace holds each month
Connections to the systems that already hold your data
Seats, approvals, access, and audit
Can't find what you're looking for? Contact our customer support team