Simple, Transparent Pricing
Start free and scale as your credit operations grow. No hidden fees.
- Up to 50 borrowers
- 5 user seats
- Core covenant monitoring
- Basic document processing
- Email support
- Standard security
- Up to 250 borrowers
- 25 user seats
- Advanced covenant monitoring
- AI document intelligence
- 3 AI agents included
- Workflow automation
- Priority support
- SSO & advanced security
- Unlimited borrowers
- Unlimited users
- Full AI agent marketplace
- Custom workflows
- Dedicated success manager
- Custom integrations
- SLA guarantees
- On-premise option
What's Included
Every plan includes core platform features
Multi-tenant Architecture
Isolated, secure data environments
Team Collaboration
Real-time updates and notifications
AI Assistance
Copilot available in all plans
API Access
Full REST API for integrations
Frequently Asked Questions
How does the free trial work?
Start with a 14-day free trial of Professional features. No credit card required. At the end of the trial, choose the plan that fits your needs.
Can I change plans later?
Yes, you can upgrade or downgrade at any time. Changes take effect at the start of your next billing period.
What payment methods do you accept?
We accept all major credit cards and ACH transfers. Enterprise customers can arrange invoicing with net-30 terms.
Is there a minimum contract?
Starter and Professional plans are month-to-month. Enterprise agreements typically start at 12 months.
What happens to my data if I cancel?
You can export all your data at any time. After cancellation, we retain data for 90 days before permanent deletion.
Do you offer discounts for annual billing?
Yes, annual billing includes a 20% discount. Contact sales for multi-year agreements.
Ready to Get Started?
Start your 14-day free trial today. No credit card required.