Flexible Pricing Tailored to You

We offer flexible pricing options for firms of all sizes. For custom features, integrations, and on-premise installations, talk to us about our Enterprise plan. 

Starter

$29 Per User/Month
  • Cloud Based Storage
  • Database Connections
  • 10 Reports
  • 10 Upload Templates
  • Manual Refreshes
  • Google Sheets + Excel Add-on
  • Web Access
  • Email Support 

Purchase Plan

Pro

$49 Per User/Month
  • Cloud Based Storage
  • Database Connections
  • Web Service Integrations
  • 30 Reports 
  • 30 Upload Templates
  • Automatic Hourly Refreshes
  • Team features
  • Manage Users and Permissions
  • Web and Mobile Access
  • Live Chat Support 

Purchase Plan

Premium

$99 Per User/Month
  • Cloud Based Storage
  • Database Connections
  • Web Service Integrations
  • Cloud based applications
  • 100 Reports 
  • 100 Upload Templates
  • Automatic 5 Minute Refreshes
  • Team features
  • Manage Users and Permissions
  • Role Based Access
  • Custom user attributes
  • Web and Mobile Access
  • Live Phone Support
  • Monthly Customer Success Meetings
Purchase Plan

Enterprise Solutions

Contact us for custom solutions tailored to your enterprise. We offer on-premise installation, audit trails, single sign-on integration, KloudML (our proprietary markup language), creation of multi-table reports using Report Builder, custom integrations/features, and much more.

Free Trial, Demo, and Consultation