Start for free. Pay as you grow. Enterprise power when you need it.
| Features | Value-Add | Growth | Enterprise |
|---|---|---|---|
| Banking & Yield | |||
| AI Advisor | Basic | Advanced | Dedicated |
| Users | Up to 2 | Up to 20 | Unlimited |
| Revenue Limit | $50k/mo | $1M/mo | Unlimited |
| Automated Reports | Weekly | On-Demand | Custom |
| Tax Vaults | |||
| SSO & Audit Logs | |||
| Support | Community | Priority Email | 24/7 Phone |
Yes. View-only seats (like for your accountant) are free. You only pay for team members who need active spending or approval rights.
We'll notify you. You'll have a grace period to upgrade to the next tier to continue accessing advanced automation features.
Absolutely. There are no lock-in contracts for the Growth plan. You can downgrade to Value-Add at any time.