Pricing
Straightforward pricing for CPA advisory teams.
Cloud plans are billed monthly and always include compliance and intelligence updates. Firms that want full control can own a one-time On-Premise license instead.
Firm fit model
Price around the operating model, not seats.
Adjust firm size, deployment posture, and planned analysis volume to see the likely license path. This is a directional frontend estimator for demo conversations.
75 client profiles
250 analyses per year
The best fit for broad advisory rollout and portfolio reviews.
Add campaign credits
Premier
Up to 50 clients
Cloud plan, billed monthly. Compliance & intelligence updates included.
For solo practitioners and boutique firms starting an AI-assisted advisory practice.
- ✓Full 11-agent analysis
- ✓Strategy enumeration
- ✓IRC-cited reports
- ✓Cloud deployment
- ✓Email support
Professional
51-500 clients
Cloud plan, billed monthly. Compliance & intelligence updates included.
For growing firms systematizing advisory across a broader client base.
- ✓Everything in Premier
- ✓Portfolio optimization
- ✓White-labeled reports
- ✓Multi-year scenarios
- ✓API access
- ✓Dedicated account manager
Enterprise
501+ clients
Cloud plan, billed monthly. Compliance & intelligence updates included.
For firms that need maximum scale, control, security posture, and dedicated engineering support.
- ✓Everything in Professional
- ✓Unlimited client profiles
- ✓SSO and compliance integrations
- ✓Firm-specific strategy library
- ✓Dedicated engineering support
- ✓SLA guarantee
Feature comparison
Choose by client base, deployment posture, and support needs.
The pricing model is structured around firm capacity and control, not per-seat SaaS sprawl.
Analysis credits
Add capacity for campaigns, pilots, or seasonal advisory pushes.
Credit packs are intended for firms that want temporary additional analysis capacity while keeping the current license tier.
Starter credits
For seasonal demand or pilot expansion
Growth credits
For campaign-based advisory reviews
Portfolio credits
For firm-wide client opportunity scans
Ready for review
The right license depends on your client base and deployment posture.
We’ll walk through pricing, security requirements, onboarding, and what a first advisory workflow would look like for your firm.