Starter
For individuals exploring AI-powered finance workflows.
- Core agent access
- File-based workflows
- Basic usage visibility
- Self-serve onboarding
Pricing
Start with one workflow and expand as your automation needs evolve. Choose the level of support, collaboration, and control that fits your team.
StarterOne workflow
TeamShared workflows
EnterpriseOrganization-wide
Plans
Team
Most teamsFor finance teams running recurring workflows together.
- Shared workflows and reports
- Team collaboration
- Workflow scheduling
- Expanded usage and controls
Enterprise
For organizations with complex operations and governance needs.
- Custom integration requirements
- Advanced access and approval controls
- Tailored deployment support
- Enterprise onboarding and governance review
Understand usage
Make usage transparent from the beginning.
- See what counts as a billable action.
- Understand included usage and overage rules.
- Track consumption over time.
- Receive clear notices when approaching limits.
- Review plan changes before confirming them.
Usage this billing period
72%of included usage
0%notice at 80%100%
Documents processed64%
Workflow runs48%
Agent checks81%
You'll get a notice before reaching your included usage.
Compare plans
Compare plans across the factors that matter.
| Feature | Starter | Team | Enterprise |
|---|---|---|---|
| Number of users? | Individual | Team | Organization-wide |
| Available agents and workflows? | Core agents | All standard agents | All agents + custom workflows |
| Monthly usage allowance? | Starter allowance | Expanded allowance | Custom allowance |
| Integrations and data sources? | Files | Files + standard connectors | Custom integrations |
| Collaboration and approval controls? | — | Included | Advanced controls |
| Onboarding and support? | Self-serve | Guided onboarding | Dedicated onboarding |
| Deployment and governance requirements? | — | Standard | Tailored |
Plan details are examples — define final limits and inclusions before publishing.
FAQ
Billing detailsRead the billing documentation for allowances, overage and plan changes.Billing documentation
Explain the available upgrade, downgrade, and cancellation rules.
Tell us about your finance workflows. We'll help you identify a suitable starting point and the capabilities you may need.
Choose a starting point
StarterExplore one workflow
TeamShared, recurring workflows
EnterpriseGovernance & integrations
Recommended next step: start with one shared workflow.