Pricing
Flat monthly prices for your own team. Your clients and their people are unlimited and never charged.
Micro practice
$200 a month
The practice owner plus one assistant.
- Unlimited clients and client users
- Every core module
- Gmail or Microsoft 365
- Your own Claude key
- Your own payment processor, no platform percentage
- Five bank connections
Team
$299 a month
Everything in Micro practice, plus associates.
- Associates
- Five practice seats included
- Shared clients and referral fees, when they ship
Discipline modules
$50 a month each
Capped at $150 a month for all of them.
- Starter templates, analytical tools and SOPs for your discipline
- Each priced when it ships
Bank connections beyond five are $0.50 a month each. Client seats are never charged. AI runs on your own key and shows its price before each click.
Every plan includes
- Contacts, companies and two pipelines with stage rules
- Strategy sessions with your questions, the map as PDF and Word
- Goals, projects and tasks, with progress digests
- The client portal in your brand, sign-in by link
- Scorecards with feeds and bonus plans
- Proposals, letters and e-signature on your letterhead
- Invoices, pay links and autopay through your processor
- Books, reconciliation, month close, CPA worksheet, 13-week forecast
- Sending queue, email templates and campaigns
- Notes, meeting queue from your notetaker, calendar
- Nightly backups
Questions people ask
Who can see my data?
Your practice is sealed: no other practice can see into it, and neither can we as the platform owner. Your team sees what their permission level allows, and each client sees only their own company. The database is backed up every night, and clients sign in with a link sent to their email, so there are no client passwords to leak.
What does the AI do on its own?
Nothing. Claude drafts: map rows, summaries, follow-ups, meeting proposals. You accept, edit or discard each one. It runs on your own Anthropic key, and the price of each AI action is shown before you click.
Do you support Outlook?
Gmail and Google Workspace today. Microsoft 365 sign-in, mail, calendar and OneDrive are built and switching on soon.
Why does Google warn me when I connect?
Google's verification of the app is in progress. Until it's done, Google shows a warning screen when you connect; click through it once and the connection works normally.
How do payments work?
Invoices carry a pay link from your own merchant account. The money goes straight to you and never passes through us, and there is no platform percentage.
Can I bring my contacts?
Yes. Import a CSV and map its columns to fields. Notion and ClickUp import templates are next. HubSpot connects today as a scorecard feed.
Does it work on a phone?
The whole app works at phone width in the browser, signing included. There's nothing to install.
What's included in a seat?
Seats are for your own team. Clients and their people are unlimited and never charged.
What if I leave?
Documents, reports and books download as PDF, Word and spreadsheets whenever you like. A full export of everything is on the list.
Is there a trial?
No. Request demo access and you get a private copy of the demo practice for 30 days, with fictional clients, to try everything.