Simple, All-Inclusive Pricing

Flat monthly fee. No per-document charges. No surprises.

Prices shown in USD. CHF and EUR billing available on request.

PDF & Excel processing: included in every plan
AI agents: unlimited on paid plans

All plans include multi-currency portfolio support (CHF, EUR, USD, GBP, ILS, and more)

Individual Plans

2 docs/month

Free

Experience the platform

Free
0
Documents/mo2
AI Agents10 queries
Email ImportNo
Bank Accounts2
Consolidated view
Time-series
API access
White-label
Dedicated manager
Community support

Personal

Managing your own portfolio

$30/mo
Save 20% annually
Documents/mo10
AI AgentsUnlimited
Email ImportExcel only
Bank Accounts10
Consolidated view
Time-series
API access
White-label
Dedicated manager
Email support • 48h

Cancel anytime

Best Value

Professional

33 PDFs/mo + unlimited AI agents

$100/mo
Save 20% annually
Documents/mo33
AI AgentsUnlimited
Email ImportAll formats
Bank Accounts25
Consolidated view
Time-series
API access
White-label
Dedicated manager
Chat support • 12h

Cancel anytime

Advisor & Family Office Plans

For Teams

Advisor

166 PDFs/mo + API + team seats

$500/mo
Save 20% annually
Documents/mo166
AI AgentsUnlimited
Email ImportAll formats
Bank Accounts100
Team Seats3
Consolidated view
Time-series
API access
White-label
Dedicated manager
Priority support • 4h

Cancel anytime

Multi-Client

Family Office

333 PDFs/mo + white-label + dedicated support

$1000/mo
Save 20% annually
Documents/mo333
AI AgentsUnlimited
Email ImportAll formats
Bank AccountsUnlimited
Team Seats10
Consolidated view
Time-series
API access
White-label
Dedicated manager
Dedicated support • 2h

Cancel anytime

Unlimited

Enterprise

Unlimited everything, dedicated support

Custom
Starting from $1,000/month
Documents/moUnlimited
AI AgentsUnlimited
Email ImportAll formats
Bank AccountsUnlimited
Team SeatsUnlimited
Consolidated view
Time-series
API access
White-label
Dedicated manager
Dedicated support • 1h
Contact Sales

Pricing: $1,000 - $2,000/month based on requirements

Everything Included. No Surprises.

Flat monthly fee. No per-document charges. No hidden costs.

PDF Processing
AI-powered extraction included in your plan
AI Agents
Unlimited portfolio analysis, tax insights, alerts
Excel & Reports
Export, analyze, and share your data

Need more documents? Simply upgrade to the next plan.

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.

Book Enterprise DemoView All Features

Questions? Email us at support@boffofinance.com