Pricing that scales with your portfolio
From self-directed investors to family offices. Flat monthly fee, no per-document charges, cancel anytime.
Pay annually, get 2 months free on every plan
For Individuals
Free
Try it out, 2 documents per month
No credit card required
Personal
For individuals managing their own investments
Cancel anytime · Secure checkout via Paddle
Professional
For active investors with multiple accounts
Cancel anytime · Secure checkout via Paddle
For Advisors & Family Offices
Advisor
For advisors managing up to 5 clients
Cancel anytime · Secure checkout via Paddle
Family Office
For firms managing up to 15 clients
Cancel anytime · Secure checkout via Paddle
Enterprise
For large firms needing custom integrations
Pricing: $2,000+/month based on requirements
Every plan includes
No hidden fees, no per-document charges, no surprises.
Compare all features
Everything side-by-side, from Free to Enterprise
| 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.
Managing more than 50 clients?
Book a call with our team. We'll set up a custom plan with dedicated support, custom integrations, and volume pricing.
Or email us at support@boffofinance.com