Simple, All-Inclusive Pricing
Flat monthly fee. No per-document charges. No surprises.
Prices shown in USD. CHF and EUR billing available on request.
All plans include multi-currency portfolio support (CHF, EUR, USD, GBP, ILS, and more)
Switch to annual and save up to $2,400/year
Individual Plans
Free
Experience the platform
No credit card required
Personal
Managing your own portfolio
14-day free trial · Cancel anytime
Professional
33 PDFs/mo + unlimited AI agents
14-day free trial · Cancel anytime
Advisor & Family Office Plans
Advisor
5 clients included · +$25/extra client
14-day free trial · Cancel anytime
Family Office
15 clients included · +$20/extra client
14-day free trial · Cancel anytime
Enterprise
Unlimited everything, dedicated support
Pricing: $2,000+/month based on requirements
Everything Included. No Surprises.
Flat monthly fee. No per-document charges. No hidden costs.
Need more documents? Simply upgrade to the next plan.
Compare Plans
See exactly what's included in each plan
| Feature | Free | Personal $30/mo | Professional $100/mo | Advisor $500/mo | Family Office $1,000/mo | Enterprise Custom |
|---|---|---|---|---|---|---|
| Documents / Month | 2 | 10 | 33 | 166 | 333 | Unlimited |
| Bank Accounts | 2 | 10 | 25 | 100 | Unlimited | Unlimited |
| AI Agent Queries | 10 queries | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Team Members | 1 seat | 3 seats | Unlimited | |||
| Core Features | ||||||
| PDF Upload & Extraction | ||||||
| Holdings Dashboard | ||||||
| Multi-Currency Support | ||||||
| Excel Export | ||||||
| Consolidated View | ||||||
| Time-Series Analysis | ||||||
| ClawBot — Your AI Portfolio Agent | ||||||
| ClawBot Agent | ||||||
| Auto-Process Documents | ||||||
| Portfolio Change Alerts | Over 10% | Over 5% | Over 5% | Over 3% | Over 2% | |
| Quality Review | ||||||
| Auto Reports | Weekly | Weekly | Weekly | Daily | ||
| ClawBot Frequency | Weekly | Daily | Every 12h | Every 6h | Hourly | |
| Advanced Features | ||||||
| Email Ingestion | Excel only | All formats | All formats | All formats | All formats | |
| API Access | ||||||
| Client Management | ||||||
| Consolidated Reporting | ||||||
| White-Label Reports | ||||||
| Custom Branding | ||||||
| Custom Integrations | ||||||
| Support | ||||||
| Priority Support | ||||||
| Dedicated Account Manager | ||||||
| Response Time | 72h | 48h | 12h | 4h | 2h | 1h |
Pricing FAQ
Common questions about BOFFO pricing and billing
We accept all major credit cards (Visa, Mastercard, American Express) and bank transfers for annual plans. Enterprise customers can also pay by invoice.
Need a Custom Enterprise Solution?
Get a personalized demo and custom pricing for your family office or wealth management firm.
Questions? Email us at support@boffofinance.com