Free
$0 / month
1 client · 1 pack · 5 deliveries/month
Sample data and every connector
Source check on every delivery
3 one-off AI workbooks/month
Use it with one real client before you pay
Pricing
Priced per client, not per seat. Start free with one client; archived and sample clients are never billed. Cancel anytime.
Not sure what your clients will receive? Download an example pack with its Source check — no sign-up.
How many clients do you send packs to?
$59 / month
12 clients on Firm · $4.92 per client
Pro
$19 / month
3 clients · 5 packs each
Up to 120 deliveries/month
Email, signed webhook and Google Drive delivery
Unlimited one-off AI workbooks + history
Commercial-use license for client work
Firm
For CFO practices & firms
$49 / month
10 clients included, then $5/client/month
10 seats · 5 packs per client
Up to 600 deliveries/month · up to 300 clients
White-label email and client portal (password & expiry)
SharePoint delivery + audit log export
A guided setup call for your first client
Running packs for many clients?
Firm starts at $49 for 10 clients and adds $5 per client beyond that, with 10 seats and white-label delivery. We set up your first client with you.
See a finished pack — download the sample (.xlsx, no sign-up).
Need to know exactly what you can do with the generated files? Read the commercial-use license details.