Choosing a plan

Plans control three things: how many seats you get, which modules are unlocked, and usage limits like documents and AI actions.

The ladder

• Free covers tasks, CRM, finance (bank sync, budget, burn and runway), recurring payments, and a starter amount of documents.
• Starter adds the encrypted vault, the double-entry ledger, and audit logs.
• Growth adds the AI co-pilot, CRM automation, behavioral detection, IP allowlist, and custom roles.
• Pro raises everything to unlimited.

Compare the full matrix on the pricing page. Locked modules appear in Settings, Modules with an upgrade link rather than cluttering your sidebar.