Choose Your Plan

Select the plan that best fits your needs

Annual billing (Save 20%)

Starter Plan

$49/mo
  • Unlimited users
  • Up to 200 email reads/month
  • AI Chatbot for basic requests
  • Email Parsing & Action Requests
  • Invoice Creation (basic form)
  • QuickBooks Integration (basic)
  • Slack Integration
  • HelpBot FAQ Access
  • Email Support
  • Concierge Onboarding (optional)
  • Encrypted Token Storage
Most Popular

Growth Plan

$99/mo
  • Unlimited users
  • Everything from Starter Plan
  • Up to 500 email reads/month
  • Purchase Order & Invoice Creation
  • Advanced QuickBooks Integration (write-enabled)
  • QuickBooks Reconciliation Support
  • Customer Record Linking
  • Action Assignment & Team Chat
  • Mobile Responsive UI
  • Data Validation Suggestions
  • User Data Export
  • Theme Customization
  • Live Chat + Email Support
  • Multi-Factor Authentication

Full Plan

$149/mo
  • Unlimited users
  • Everything from Growth Plan
  • Unlimited email reads (with your own OpenAI API key)
  • Real-Time Collaboration
  • Compliance & Audit Support
  • Custom Reporting Dashboards
  • Admin Panel & Role-Based Access
  • Token-Based Authentication
  • Concierge Onboarding (optional)
  • Priority Live Support