Choose Your Plan

Start free, scale as you grow. All plans include PDF extraction for 15+ banks.

Free Trial

Free
0
Documents/month3
Queries/month10
Storage1GB
Multi-document consolidation
Time-series analysis
Excel export
Priority support
Dedicated manager
Email import (IMAP)
Community support (72h response)

Starter

$30/mo
Save 20% with annual
Documents/month25
Queries/month200
Storage25GB
Multi-document consolidation
Time-series analysis
Excel export
Priority support
Dedicated manager
Email import (IMAP)
Email support (48h response)
MOST POPULAR

Professional

$100/mo
Save 20% with annual
Documents/month100
Queries/month1000
Storage100GB
Multi-document consolidation
Time-series analysis
Excel export
Priority support
Dedicated manager
Email import (IMAP)
Chat support (12h response)

Business

$250/mo
Save 20% with annual
Documents/month500
Queries/month5000
Storage500GB
Multi-document consolidation
Time-series analysis
Excel export
Priority support
Dedicated manager
Email import (IMAP)
Priority support (4h response)
ENTERPRISE

Enterprise

Custom
0
Documents/monthUnlimited
Queries/monthUnlimited
StorageUnlimited
Multi-document consolidation
Time-series analysis
Excel export
Priority support
Dedicated manager
Email import (IMAP)
Dedicated support (1h response)

All plans include extraction support for Corner Bank, Interactive Brokers, UBP, and more.

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