All plans come with a 60-day money-back guarantee.
/month
For individuals creating their
Individual
Centralized financial dashboard
Expense tracking
Up to 5 seats
600 rows
/month
For individuals creating their
Medium Busiess
Intelligent budgeting tools
Real-time market data
Up to 10 seats
1000 rows
/month
For individuals creating their
Large enterprise
CRM system integration
Dedicated financial advisor
Up to 15 seats
1500 rows
/month
For individuals creating their
For small items
Real-time contact syncing
Automatic data enrichment
Up to 3 seats
500 rows
/month
For individuals creating their
For small items
Real-time contact syncing
Automatic data enrichment
Up to 3 seats
500 rows
/month
For individuals creating their
For small items
Real-time contact syncing
Automatic data enrichment
Up to 3 seats
500 rows
Billing frequency
/annually
/annually
/annually
Number of seats
Up to 5
Up to 10
Up to 15
Email and calendar sync
1 account per user
1 account per user
2 accounts per user
Email and calendar sync
1 account per user
1 account per user
2 accounts per user
Email and calendar sync
1 account per user
1 account per user
2 accounts per user
Communication intelligence
Essential
Standard
Advanced
Email and calendar sync
Individual metadata
Individual bodies
2 accounts per user
Email and calendar sync
Individual metadata
Individual bodies
2 accounts per user
Communication intelligence
Essential
Standard
Advanced
Email and calendar sync
Email and calendar sync
Email and calendar sync
Number of reports
3 reports
15 reports
100 reports
Email and calendar sync
Email and calendar sync
Email and calendar sync
Number of reports
3 reports
15 reports
100 reports
Email and calendar sync
Email and calendar sync
Email and calendar sync
Number of reports
3 reports
15 reports
100 reports
Email and calendar sync
Email and calendar sync
Email and calendar sync
Number of seats
/month
/month
/month
Number of seats
Up to 3
Unlimited
Unlimited
Email and calendar sync
1 account per user
1 account per user
2 accounts per user
Email and calendar sync
1 account per user
1 account per user
2 accounts per user
Email and calendar sync
1 account per user
1 account per user
2 accounts per user
Communication intelligence
Essential
Standard
Advanced
Email and calendar sync
Individual metadata
Individual bodies
2 accounts per user
Email and calendar sync
Individual metadata
Individual bodies
2 accounts per user
Number of reports
3 reports
15 reports
100 reports
Email and calendar sync
Email and calendar sync
Email and calendar sync
Number of reports
3 reports
15 reports
100 reports
Email and calendar sync
Email and calendar sync
Email and calendar sync
Number of reports
3 reports
15 reports
100 reports
Email and calendar sync
Email and calendar sync
Email and calendar sync