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Simple, transparent pricing

Choose the plan that fits your brokerage. Upgrade or downgrade at any time.

Free
$0/ mo
  • Reports3
  • File uploads5
  • Line items50
  • Excel & PDF uploads✓
  • Excel, CSV, PDF & HTML exports—
  • Full edit access14-day trial
  • Priority support—
  • Custom integrations—
  • Dedicated support—
Current plan
Pro
$49/ mo
  • ReportsUnlimited
  • File uploadsUnlimited
  • Line items2,500
  • Excel & PDF uploads✓
  • Excel, CSV, PDF & HTML exports✓
  • Full edit access✓
  • Priority support✓
  • Custom integrations—
  • Dedicated support—
Enterprise
Custom
  • ReportsUnlimited
  • File uploadsUnlimited
  • Line itemsUnlimited
  • Excel & PDF uploads✓
  • Excel, CSV, PDF & HTML exports✓
  • Full edit access✓
  • Priority support✓
  • Custom integrations✓
  • Dedicated support✓
Contact Sales