Start on Firm
Up to 25 client companies, the full statement pack every close, AI-written analysis on every pack. Tell us the company name and where the workspace link goes, then pay by card on our payment processor's secure page.
What Firm includes
Firm, up to 25 client companies
- Everything in Growth
- Client workspaces & roles
- Preparer/reviewer workflow
- White-label statement packs
- Client-ready share links
After payment
Your workspace opens straight away and the private link is emailed to you. Upload an export and the first pack is on screen the same minute.
Comparing plans? Starter covers one company, Growth five, Firm 25 and Enterprise 50.